Sanctuary Wealth Tech Stack

Platform and operations backbone for independent wealth advisor networks

Financial Services Indianapolis, Indiana 51–200 employees Founded 2018 Privately Held

Sanctuary Wealth operates a multi-subsidiary infrastructure for independent wealth advisors—combining broker-dealer services, investment advisory, and alternative asset management into a single partner ecosystem. The hiring mix skews heavily toward finance and operations roles (15 of 23 open positions) with senior-level dominance, reflecting the operational complexity of onboarding and supporting 120+ partner firms managing $50B in assets. Active projects center on integrating external wealth-planning tools (eMoney, Orion, Fidelity Wealthscape) and streamlining month-end close and financial review workflows—pain points that suggest scaling pressure as new advisors join the network.

Tech Stack 14 technologies

Core StackQuickBooks Tableau Power BI AWS Redshift Python Addepar Excel Envestnet Sage Intacct Microsoft Office Domo SQL R

What Sanctuary Wealth Is Building

◆Challenges

Streamlining planning and reporting workflows
Accelerated growth support
Process development for direct business
Efficient execution
Integrating diverse data sources
Improving platform adoption
Regulatory exams and remediations
Workflow inefficiencies
Documentation process inefficiencies
Improving accounting procedures

▲Active Projects

Portfolio implementation alignment
Emoney financial plan maintenance
Orion performance reporting
Fidelity wealthscape onboarding
Month end close
Financial reviews with advisor partner firms
Process development for accelerated growth
Direct business transfer for new partner firms
Carrier setup for new partners
Financial planning system implementation

Hiring Activity

Accelerating25 roles · 10 in 30d

Department

Finance

Ops

Support

Data

Compliance

Seniority

Senior

Mid

Junior

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About Sanctuary Wealth

Sanctuary Wealth is a partnered-independence platform serving elite wealth advisors seeking to build and own their practices without going fully independent. Founded in 2018 and headquartered in Indianapolis, the company operates through wholly owned subsidiaries including Sanctuary Advisors (SEC-registered investment adviser), Sanctuary Securities (FINRA broker-dealer), and several specialized operating companies covering alternative assets, family office services, and insurance solutions. The network spans 120+ partner firms across 30 states. In 2024, Sanctuary expanded its affiliation options by acquiring tru Independence, creating multiple partnership models.

HeadquartersIndianapolis, Indiana

Company Size51–200 employees

Founded2018

Hiring MarketsUnited States

Frequently Asked Questions

What is Sanctuary Wealth's business model?

Sanctuary operates as a partnered-independence platform, providing technology infrastructure, operations support, and affiliated business services to enable wealth advisors to build and own their practices. The company manages 120+ partner firms with ~$50B in assets on platform.

What subsidiaries does Sanctuary Wealth own?

Sanctuary owns Sanctuary Advisors LLC (SEC investment adviser), Sanctuary Securities Inc. (FINRA broker-dealer), Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, Sanctuary Global Family Office, and tru Independence (acquired 2024).

What tech stack does Sanctuary Wealth use?

Sanctuary's primary stack includes Addepar, Envestnet, Sage Intacct, and Domo for portfolio and financial operations; AWS and Redshift for data infrastructure; Python, R, and SQL for analytics; and Microsoft Office / Excel for advisory workflows.