About Sanctuary Wealth
Sanctuary Wealth is a company based in Indianapolis (United States) founded in 2018 by Jim Dickson was acquired by Azimut in November 2020.. Sanctuary Wealth has raised $175 million across 1 funding round from investors including Azimut Group and Kennedy Lewis Investment Management. Sanctuary Wealth has completed 4 acquisitions, including Fuentes Hondermann Wealth Management, Marriott Wealth Advisors and NorthView Asset Management. Sanctuary Wealth offers products and services including Independence Calculator and Growth Platform. Sanctuary Wealth operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
- Headquarter Indianapolis, United States
- Founders Jim Dickson
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Email
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Phone
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Website
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Social
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- Legal Name Sanctuary Securities, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$175 M (USD)
in 1 rounds
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Latest Funding Round
$175 M (USD), Series D
Jul 13, 2022
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Investors
Azimut Group
& 1 more
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Employee Count
Employee Count
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Investments & Acquisitions
Fuentes Hondermann Wealth Management
& 3 more
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Acquired by
Azimut
(Nov 02, 2020)
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Products & Services of Sanctuary Wealth
Sanctuary Wealth offers a comprehensive portfolio of products and services, including Independence Calculator and Growth Platform. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Tool that calculates net worth benefits for advisors joining the platform.
Integrated platform offering tools for business growth and client management.
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Funding Insights of Sanctuary Wealth
Sanctuary Wealth has successfully raised a total of $175M through 1 strategic funding round. The most recent funding activity was a Series D round of $175 million completed in July 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Series D — $175.0M
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First Round
First Round
(13 Jul 2022)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2022 | Amount | Series D - Sanctuary Wealth | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Sanctuary Wealth
Sanctuary Wealth has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Azimut Group and Kennedy Lewis Investment Management. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Diversified investment management services are offered across asset classes.
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Founded Year | Domain | Location | |
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Azimut Group is engaged in asset and wealth management services.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Sanctuary Wealth
Sanctuary Wealth has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Fuentes Hondermann Wealth Management, Marriott Wealth Advisors and NorthView Asset Management. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Wealth management and financial advisory services are provided to clients.
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2022 | ||||
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Financial advisory services are provided to support client financial needs.
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2014 | ||||
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Provider of financial, retirement and wealth management services
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2011 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Sanctuary Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Sanctuary Wealth Comparisons
Competitors of Sanctuary Wealth
Sanctuary Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Altruist, InvestCloud, sei and Avaloq, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for investment advisors.
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| domain | founded_year | HQ Location |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Investment management software is provided for advisors and institutions.
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| domain | founded_year | HQ Location |
Wealth and investment management solutions are offered to institutional investors.
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| domain | founded_year | HQ Location |
Cloud-based solutions for financial institutions are provided by Avaloq.
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| domain | founded_year | HQ Location |
Asset and wealth management software is provided for businesses.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Sanctuary Wealth
Frequently Asked Questions about Sanctuary Wealth
When was Sanctuary Wealth founded?
Sanctuary Wealth was founded in 2018 and raised its 1st funding round 4 years after it was founded.
Where is Sanctuary Wealth located?
Sanctuary Wealth is headquartered in Indianapolis, United States. It is registered at Indianapolis, Indiana, United States.
Who is the current CEO of Sanctuary Wealth?
Jim Dickson is the current CEO of Sanctuary Wealth. They have also founded this company.
Is Sanctuary Wealth a funded company?
Sanctuary Wealth is a funded company, having raised a total of $175M across 1 funding round to date. The company's 1st funding round was a Series D of $175M, raised on Jul 13, 2022.
What does Sanctuary Wealth do?
Sanctuary Wealth was founded in 2018 and is based in Indianapolis, United States. Services are offered to wealth managers in the financial sector, focusing on practice growth through strategies, acquisitions, and investment opportunities. Practice management, communications, marketing, financial planning, and analytics are supported. Buy-side and sell-side options, including capital raising, mergers and acquisitions, syndicated transactions, and private placements, are facilitated for advisors.
Who are the top competitors of Sanctuary Wealth?
What products or services does Sanctuary Wealth offer?
Sanctuary Wealth offers Independence Calculator and Growth Platform.
How many acquisitions has Sanctuary Wealth made?
Sanctuary Wealth has made 4 acquisitions, including Fuentes Hondermann Wealth Management, Marriott Wealth Advisors, and NorthView Asset Management.
Who are Sanctuary Wealth's investors?
Sanctuary Wealth has 2 investors. Key investors include Azimut Group, and Kennedy Lewis Investment Management.