Fundz

Sanctuary Wealth Receives $175 Million Growth Investment From Kennedy Lewis Investment Management

PRIVATEJul 13, 2022

Amount Raised

$175 Million

Round Type

Venture

IndianapolisSoftwareAppsGovernment And MilitaryFinanceFintech

Description

Sanctuary Wealth, home to the next generation of elite advisors, announced it has closed a $175 million investment from Kennedy Lewis Investment Management ("Kennedy Lewis"), a leading opportunistic credit manager. The funds will be used to fuel Sanctuary Wealth's M&A strategy and the organic growth of its partner firms, including advancing key priorities that will enhance the company's technology solutions and talent management initiatives.

Who else raised in Apps and Government And Military around the same time

Companies in the same sectors as Sanctuary Wealth that raised within 45 days of this round, from Fundz verified event records.

  • Geopagos raised $35M (Funding Round) on August 4, 2022.
  • Quavo raised $3M on July 20, 2022.
  • Quavo raised an undisclosed amount (Funding Round) on July 19, 2022.
  • Apiture raised $29M (Funding Round) on July 14, 2022.
  • Servify raised $65M (Funding Round) on August 24, 2022.
  • Hazeltree raised an undisclosed amount on August 23, 2022.

Who to call at Sanctuary Wealth, and when

A new round usually means Sanctuary Wealth is about to hire and buy. The teams that reach out first get the meeting.

  • 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 raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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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 Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.