Where the best advisors bank their clients
The private banking platform for enterprise wealth managers.1
Get your clients the liquidity they need without liquidation. Protect your plan and gather new assets. The Sandbox platform, powered by AI and operated by experts, makes it happen.
Built for your clients, and your practice
Access the most competitive structures on behalf of your clients.
Protect client portfolios and your investment strategy through lending.
Partner with liquidity experts who know your business and match your service.
Drive organic growth through deeper relationships and sophisticated solutions.
How your deal finds the right partner
Unify every source
Aggregate your client's balance sheets, cash flow data, illiquid asset records, and documents in any form from over 16,000 sources.
AI driven by our guidance
Informed by our experience, Navigator surfaces opportunities and speeds work.
Access our broad network
Connect with 20+ premium and specialty banking, lending, and mortgage partners.
Customize solutions
Get hands-on help from Sandbox to mix and match solutions and secure the right outcomes.
Help your clients
A solution for every liquidity need
Learn More about BankingBanking
A suite of private banking services with preferred terms and white glove service.1
Learn More about LendingLending
Access liquidity through bank and non-bank lenders rather than selling assets.2
Learn More about MortgagesMortgages
Find a high-touch jumbo lender for luxury homes, estates, or recreational properties.3, 4, 5
Institutional discipline is at our core
Ray Denis
Founder & CEO
Our team has decades of private wealth experience originating billions in liquidity and hedging products. That insight ensures Sandbox delivers with precision, speed, consistency, and judgement.
Institutional discipline is at our core
Ray Denis
Founder & CEO
Our team has decades of private wealth experience originating billions in liquidity and hedging products. That insight ensures Sandbox delivers with precision, speed, consistency, and judgement.
Expanding the advisor toolkit with banking
Sandbox gives independent advisors access to private banking, lending and liquidity solutions once reserved for large institutions.
20+
Active Tier 1 banking and lending partners
16
Asset classes supported
16,000+
Data sources aggregated
SOC 2 Type II
Annual audits and year-round observability
Testimonial 1 of 1: “Sandbox levels the playing field for independent RIAs, giving firms like Troop Capital access to the kind of custom lending, cash management, and credit solutions that were once the exclusive domain of the largest banks and broker/dealers.” Evan Troop, Founder and CIO, Troop Capital Management
“Sandbox levels the playing field for independent RIAs, giving firms like Troop Capital access to the kind of custom lending, cash management, and credit solutions that were once the exclusive domain of the largest banks and broker/dealers.”6
