Sanctuary Wealth, launched in 2018 and led by CEO Jim Dickson, operates a multi-custodial hybrid platform that supports advisor-owned firms. Its core offering is a platform and suite of solutions—including a bespoke alternative investments platform, a Turnkey Asset Management Program (TAMP), insurance solutions, family office services, legacy planning, lending, and an integrated technology stack—to assist partner advisory firms. The company emphasizes enabling advisors to own their businesses and values while accessing resources of a larger organization. Sanctuary has built technology integrations into a best-in-class workstation to support operations and client service. The firm currently supports 79 partner firms across 26 states with approximately $25 billion in assets under advisement. It plans to use new capital to accelerate M&A activity, drive organic growth of partner firms, and advance technology and talent-management initiatives.

Total raised

$175M

Funding rounds

1

Latest round

Equity

Latest activity

Jul 2022