AM

Adam Malamed

Chief Executive Officer

Sanctuary Wealth

Fort Lauderdale, Florida


Contact Information

Email
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LinkedIn

Company Information

Company
Sanctuary Wealth
Industry
financial services
Employees
150.0
Seniority
C suite
Annual Revenue
11500000.0
Total Funding
175000000.0
Latest Funding
Convertible Note

Technologies

Cloudflare DNS Rackspace MailGun Mimecast Outlook Microsoft Office 365 CloudFlare Hosting Atlassian Cloud Hubspot Salesforce Google Tag Manager WordPress.org Google Font API YouTube Highcharts JS Library Bootstrap Framework Linkedin Marketing Solutions Mobile Friendly Google Maps Google Maps (Non Paid Users) Remote

Keywords

independent wealth management partnered independence financial advisor wealth management platform advisor support investment solutions compliance support operational efficiency financial planning back-office services wealth growth client experience financial independence investment strategies strategic capital data analytics operational support client relationships partner network entrepreneurial advisors business growth market insights financial products risk management business transition succession planning accounting services client loyalty financial advising community of advisors investment management legal compliance advisor training brand development marketing support technology solutions customized support advisory services insurance solutions alternative investments capital markets ria services broker-dealer client engagement financial planning software wealth creation operational infrastructure financial services

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