Sandbox Wealth builds an open-architecture banking and lending platform that connects advisors, bankers, and clients in a three-sided marketplace. The product offers deposits, lending access, enterprise-grade analytics, and AI-powered natural language processing to extract insights from financial documents. Sandbox has earned SOC 2 certification and is preparing to launch its flagship platform while securing relationships with advisors, family offices, and lenders. The company plans to use new capital to hire engineering talent and continue R&D to expand the marketplace and underwriting/aggregation capabilities. Sandbox positions itself to benefit from regulatory changes (CFPB Rule 1033) and new payment rails such as RTP and FedNow to accelerate data access and money movement. Founded in 2023 and operating out of New York, the startup has been supported by accelerator and corporate programs including RevTech Labs and Northwestern Mutual’s Black Founder Accelerator.

Total raised

$1M

Funding rounds

1

Latest round

Seed

Latest activity

Dec 2024