Fundz

Sanctuary Wealth Appoints Robert Coppola as Chief Technology Officer

PRIVATEMay 20, 2024

Position

Chief Executive Officer

Company

Sanctuary Wealth

Adam Malamed
amalamed@sanctuarywealth.com
IndianapolisSoftwareAppsGovernment And MilitaryFinanceFintech

Description

Sanctuary Wealth announced the appointment of Robert Coppola as chief technology officer (CTO) to spearhead the next stage of Sanctuary's technology strategy, delivering cutting-edge solutions and implementation strategies to accelerate growth opportunities for industry's most elite advisors.

Quick answer

Sanctuary Wealth Appoints Robert Coppola as Chief Technology Officer (May 20, 2024). Sanctuary Wealth is based in Indianapolis, Indiana, United States.

What did Sanctuary Wealth announce on May 20, 2024?
Sanctuary Wealth announced the appointment of Robert Coppola as chief technology officer (CTO) to spearhead the next stage of Sanctuary's technology strategy, delivering cutting-edge solutions and implementation strategies to accelerate growth opportunities for industry's most elite advisors.
What does Sanctuary Wealth do?
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...
Where is Sanctuary Wealth based?
Sanctuary Wealth is based in Indianapolis, Indiana, United States.
Which similar companies made leadership changes around the same time?
Tandem (May 15, 2024), Blue Owl Capital (May 14, 2024), Nucleus Software (May 28, 2024) and DailyPay (May 28, 2024) also announced leadership changes within 45 days of Sanctuary Wealth.

Source: Fundz verified event record.

Other recent leadership changes in Apps and Government And Military

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Sanctuary Wealth, and when

A new leader at Sanctuary Wealth brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day Sanctuary Wealth raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Sanctuary Wealth, from your own LinkedIn network

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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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Sanctuary Wealth changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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