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Sanctuary Wealth Rolls Out Internal Marketing Initiative and Specialist Network for Partner Firms

Oct 19, 2024•over 1 year ago

Contract Type

partnership

IndianapolisSoftwareAppsGovernment And MilitaryFinanceFintech

Description

Sanctuary Wealth has announced new capabilities for its partner firms at its annual Oasis conference in Hollywood, Fla. These capabilities include expanding the business consulting unit to provide marketing help, building an internal specialist network, and expanding the multi-custodial platform with the addition of BNY Pershing.

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.

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