Sandbox Wealth

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

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

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

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'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.

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

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

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.

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.

The latest iteration of Basel III will change how large banks fund themselves, with downstream impacts on consumers and businesses that will create opportunities for regional banks, private credit, and fintech.