Meet Ray Denis, Founder and CEO of Sandbox Wealth, one of the companies presenting at Demo Day 11 on April 28. This New York-based #fintech startup provides a turnkey platform that allows independent advisors and family offices to offer sophisticated cash management and credit products to their clients. https://bit.ly/4bBC4wc
Sandbox Wealth
金融服务
New York,NY 735 位关注者
We build liquidity solutions for wealthy individuals and their families.
关于我们
Sandbox Wealth is a turnkey banking platform that provides a differentiated banking experience to independent advisors and family offices.
- 网站
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https://www.sandboxwealth.com
Sandbox Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- New York,NY
- 类型
- 私人持股
- 创立
- 2023
地点
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主要
US,NY,New York,10001
Sandbox Wealth员工
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Ray Denis
Founder @ Sandbox Wealth | Open finance for wealth managers
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April Rudin
CEO@The Rudin Group |Author at Wiley| Forbes Contributor| Board Member|UHNW Marketing Strategy - Wealth Management, Asset Management, Fintech…
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Justin O'Boyle
Software Engineer @ Sandbox Wealth
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Matthew Berman
Senior Software Engineer
动态
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We're thrilled to be among five global teams to present at Fintech Sandbox Demo Day 11 on April 28th. If you'd like to learn how we'll modernize the delivery of cash management and credit solutions for our independent advisory partners, please register using the link below! https://lnkd.in/eSE5vfGt
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Borrowing against high-value art, structured products, or hedge-fund interests often requires an unconscionable amount of emailing with private bankers. I interviewed Ray Denis about how his startup, Sandbox Wealth, hopes to make that lending — and cash management — much easier for family offices and other wealth managers. I also spoke to Michael G Perez, a consultant at F2 Strategy who advises family offices on their technology and operations, about what he thought about the startup ?? Check your ?? or read last week's Modus News newsletter below (it's free!) ?? https://lnkd.in/eWKGZH3D #familyoffices #lending #wealthmangement
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We're excited to build the definitive private banking solution for independent advisors, family offices, and other non-bank institutions with the backing of such great investors. ??
We are thrilled to share that we've raised a pre-seed round of $1.25M led by NextGen Venture Partners, with participation from Northwestern Mutual Future Ventures, gener8tor, and RevTech Labs Capital. This capital will not only help us build on the significant momentum we've established across wealth managers, insurance carriers, and other critical relationships, but we'll also be able to bolster our operations with strategic investors at our side for the duration. There is a lengthy list of people to thank for their hard work, energy, time, and thoughtfulness. I've met and worked with no fewer than 1,000 people over the last 18 months as we started navigating the idea maze to reach this point, but special thanks go out to Jon Bassett, Craig Schedler, Moiz Dawoodbhai, Mfoniso Ekong, Destiney D. Mohammed, Dan Roselli, Sara Garces Roselli, April Rudin, Rob Kenyon, CETF?, Mark Casady, Deborah Larrison, Jason Barsema, Cody Barbo, Tonio DeSorrento, Ashlyn Lackey, Madhura Sekar, Greg Negron, Dawn Rennick, PhD, CMC, Luke McCabe, Thompson Barro (and many, many more) along with our exceptional team, Joseph Olenick, Justin O'Boyle, Ellen Studer, Liam Carroll, and Matthew Berman. Lastly, this would not have been possible without my family. They are unconditional love and support personified. There are lots of tips and tricks for building a startup. Mine is to start by having a family that would encourage you to do something that any reasonable person would tell you is entirely insane, purely based on their faith in your ability to accomplish it. This is just the beginning for?Sandbox Wealth. We are fortunate to have a determined group of people operating in unison to build enterprise-grade liquidity solutions for enterprise-grade wealth. Read more about our raise and our company below.
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We're glad to have had the opportunity to share our vision of the future of family office platforms with the team at Simple in their 2024 Software & Technology Report. Sandbox is building an ecosystem that securely facilitates the free flow of data and capital across a core set of constituencies, including banks, non-bank financial institutions, end clients, and their advisors. Our solutions eliminate the opportunity cost of manual, time-consuming, and error-prone processes for managing data, spend, and liquidity. A link to the full report is provided in the comments.
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It's the moment we've all been waiting for... Introducing RevTech Labs Class 21! ?? ?? Backbone Technologies, Inc: https://lnkd.in/eVXMT3me Founder: Stuart P. Lott ?? BuildrFi: https://www.buildrfi.com/ Founders: Isabel Rodriguez & Stephanie Del Valle ?? Drypowder: https://lnkd.in/eummcfjn Founder: Kevin Ehinger ?? EasyAudit: https://www.easyaudit.ai/ Founders: Christian K. ?? Forms Logic: https://lnkd.in/gFUE8V8y Founder: Rick Burgess (LION) ?? Glide AI: https://useglide.co/ Founder: Nick Sterlacci ?? Newzip: https://www.newzip.com/ Founders: Adi Pavlovi? & Todd McClain ?? Pigeon: https://www.usepigeon.io/ Founders: Brian Bristol ?? Sandbox Wealth: https://lnkd.in/eWUrTf6A Founder: Ray Denis ?? TAZI AI Systems: https://tazi.ai/ Founders: Tanju Cataltepe, Zehra Cataltepe, & Gordana Vuckovic (G) ?? Vine Financial, Inc.: https://www.vinefin.com/ Founder: David Eads ?? Waya: https://getwaya.com/ Founders: David Wachira, PhD, Hempstone Maroria, & Aenoi Chanthavong ?? Yorbis: https://www.yorbisapp.com/ Founder: Sun Migliacci Congratulations to these incredible Founders! Don't forget to register for the Mentor Matchmaking Welcome Party tomorrow night to meet the Founders and hear their pitches. ?? https://lnkd.in/gTu5ZD2v . . . Dan Roselli RevTech Labs Capital Sara Garces Roselli Kasie Jackson Adam Buck Andrew Hicks Ken Gacevich Shannon Perry Sarah Yates Avra Reddy #charlotte #class21 #rtl #rtlf #rtlc #accelerator #fintech #finance #TURF #insurtech #insurance #founders #startups #innovation #community
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Sandbox Wealth has been accepted to the Northwestern Mutual Black Founder Accelerator Powered by gener8tor! Thank you to the many people who helped make this possible, including Precious P. Drew, Mfoniso Ekong, Destiney D. Mohammed, Craig Schedler, Moiz Dawoodbhai, Abim Kolawole, and the fantastic team we've built at Sandbox. We're in the final stretch of this 12-week program and have had the opportunity to dramatically expand our network across mentors, investors, and Northwestern Mutual executives. Sandbox is extremely fortunate to be part of this Spring's cohort with four other amazing teams. To learn more about the NMBFA, please visit the link below. gener8tor Northwestern Mutual #gener8tor
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We're extremely proud to announce that we have completed our initial SOC 2 Type II audit. This marks the completion of one of our first major initiatives, and after nearly a year of planning, we couldn't be more excited about building our platform on a stable, secure foundation. To mark this achievement, we spoke to Dr. Christine Izuakor of Cyber Pop-up and Bill Dixon of VioletX to get their thoughts on why the human element of cybersecurity is so critically important, as well as diving into detail about the relevance of SOC 2 in driving trust with clients and partners. We feel our platform provides Risk Management as a Service, and enables our members to devote more time to preserving and growing their liquid capital. Thank you to the teams at Vanta, VioletX, and Johanson Group LLP for partnering with us on this effort, and to our dedicated team of engineers, who have fully bought in to building an innovative, security-first platform.
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We're excited to have launched our new page on Simple, which provides its network with a curated directory of solutions providers. Simple reaches thousands of advisors, family offices, and high-net-worth individuals through its thought leadership, off-site content in publications like Forbes, and their annual research published on a broad set of topics important to their community. Through our relationship with Simple, we'll be able to reach more families with our innovative liquidity management tools that help our members save time, control spending, and preserve wealth.