Tech Company Financing Transactions
Sanctuary Wealth Funding Round
Kennedy Lewis Investment Management participated in a $175 million funding round for Sanctuary Wealth. The funding round closed on 7/15/2022.
Transaction Overview
Company Name
Announced On
7/15/2022
Transaction Type
Venture Equity
Amount
$175,000,000
Round
Undisclosed
Investors
Proceeds Purpose
The company intends to use the funds to accelerate its M&A strategy and the organic growth of its partner firms, including advancing key priorities that will enhance technology solutions and talent management initiatives.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
250 West 96th St. 300
Indianapolis, IN 46260
USA
Indianapolis, IN 46260
USA
Phone
Website
Email Address
Overview
Sanctuary Wealth is the advanced platform for the next generation of wealth management. Elite advisors, who have the entrepreneurial spirit to manage their own practices, can now achieve their full potential through the support of a dedicated partner, offering a complete toolbox of resources.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Jim Dickson
Chief Marketing Officer
Carmen Irazola
President
Vince Fertitta
President
Robert Walter
VP - Bus. Development
Michael Longley
VP - Bus. Development
Eric Nothstein
VP - Finance
Doug MacKay
VP - General Counsel
Miles Edwards
VP - Human Resources
Shari Miller
VP - Operations
Robert Gaudio
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