“We believe that Sandbox Wealth provides a compelling business model focusing on data, open architecture private banking, and AI-powered insights,” said Jon Bassett, Managing Partner, NextGen Venture Partners. “The company has uncovered a lucrative segment at the intersection of liquidity solutions and wealth, which will fill a banking services gap faced by RIAs and Family Offices, with a diverse selection of products from many lenders.”

https://financialit.net/news/fundraising-news/sandbox-wealth-closes-125m-pre-seed-funding#:~:text=Sandbox%20Wealth%2C%20a%20turnkey%20banking,%2C%20gener8tor%2C%20and%20RevTech%20Labs.