Fundz
Real-time · AI · Cross-signal

Sanctuary Wealth just moved. Here's exactly what to do next.

Who to reach, what to say, and why now — on Sanctuary Wealth, plus every contract, funding round, and exec hire that follows. Verified, ICP-ranked contacts on demand (email + mobile).

Used by professionals at BlackRock, Oracle, Kleiner Perkins, HubSpot, and other leading firms — built on 10 years of proprietary signal data.

Choose your planRequest a demo
▶
Watch the 2-minute tour · with sound

Sanctuary Wealth Partners with Cedar Cove Wealth Partners for Strategic Growth

Sep 26, 2025•8 months ago

Contract Type

partnership

IndianapolisSoftwareAppsGovernment And MilitaryFinanceFintech

Description

Sanctuary Wealth welcomes Cedar Cove Wealth Partners into its network, allowing Cedar Cove to enhance its offerings and independence. Cedar Cove aims to take full control of its business while benefiting from Sanctuary's resources and support.

Company Information

Company

Sanctuary Wealth

Location

3815 River Crossing Pkwy, Suite 200

Indianapolis, Indiana, United States

About

Sanctuary Wealth is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary Wealth's ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes 79 partner firms in 26 states across the country with approximately $25 billion in assets under advisement. Sanctuary Wealth includes the fully owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment adviser, Sanctuary Securities, Inc. a FINRA member broker-dealer as well as Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.

Related People

Suggested for you

Choose your plan to reveal verified contacts

Predictive Intelligence
Strategic

ML-powered predictions for Sanctuary Wealth's next move

Learn about Strategic plan

Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.