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Company · Other wealth management investment

Sanctuary Wealth

As of 1 November 2026, Sanctuary Wealth has 16 open roles (3 new in 30 days), its finance & accounting team is hiring most, and its postings name Box, Egnyte and Microsoft 365 Copilot as the tools the team works in.

As of 1 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Miami, United States51-200 employees10M-50M revenue, est.B2Bsanctuarywealth.com ↗LinkedIn ↗
Headquarters
Miami, Florida, United States
Employees
51-200 employees (linkedin)
Sells to
wirehouse advisors, independent advisors, independent financial advisors
Certifications on site
Site languages
EN
Career system
Paylocity
16open roles · 3 new in 30 days
14tools named in postings
United Stateshiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Sanctuary Wealth in one screen

Read from sanctuarywealth.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Sanctuary Wealth does

Sanctuary Wealth is a wealth management service that supports independent and wirehouse financial advisors through its own registered investment adviser and broker-dealer. It offers bespoke investment vehicles, a modular technology platform, and access to custodians such as Pershing, Schwab and Fidelity. Its network spans multiple states across the United States.

bespoke investment vehiclesbroker-dealer platformmodular technology stackcustodian access
Whom it sells to

Named on the site: wirehouse advisors, independent advisors, independent financial advisors.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 587 scored.

Geneos Wealth ManagementUnited States · 501-1000 employeesKestra HoldingsUnited States · 1001-5000 employeesCommerce TrustUnited States · 501-1000 employeesRowan DartingtonUnited Kingdom · 201-500 employeesQ Wealth PartnersUnited States · 201-500 employeesFidelity InternationalAustralia · 51-200 employees
03Tech stack, with the evidence

What Sanctuary Wealth says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

BoxIT operations & business systems · high confidence · 1 posting
· Govern SharePoint Online and OneDrive sharing, permissions, site ownership, guest access, and lifecycle controls; support migrations from Box and Egnyte with appropriate retention and records considerations.
Systems Administrator · first seen 2026-10-22
Egnytehigh confidence · 1 posting
· Govern SharePoint Online and OneDrive sharing, permissions, site ownership, guest access, and lifecycle controls; support migrations from Box and Egnyte with appropriate retention and records considerations.
Systems Administrator · first seen 2026-10-22
Microsoft 365 CopilotIT operations & business systems · high confidence · 1 posting
Working with IT engineers and cross-functional partners, this hands-on role administers identity and access, endpoint management, collaboration platforms, data protection, and Microsoft 365 Copilot readiness.
Systems Administrator · first seen 2026-10-22
Microsoft DefenderIT operations & business systems · high confidence · 1 posting
· Investigate suspicious sign-ins, account compromise, and endpoint/security alerts using Entra, Microsoft Defender, and Purview logs; assist with remediation and security reviews.
Systems Administrator · first seen 2026-10-22
Microsoft Entra IDIT operations & business systems · high confidence · 1 posting
· Administer Microsoft 365 and Microsoft Entra ID across multiple tenants, including identities, permissions, privileged access, and secure authentication.
Systems Administrator · first seen 2026-10-22
Microsoft GraphIT operations & business systems · high confidence · 1 posting
· Use PowerShell and Microsoft Graph to audit, report on, automate, and configure Microsoft 365 environments at scale; maintain runbooks, standards, and technical documentation.
Systems Administrator · first seen 2026-10-22
Microsoft IntuneIT operations & business systems · high confidence · 1 posting
· Manage Microsoft Intune enrollment, Windows Autopilot, device configuration, compliance policies, application deployment, endpoint security baselines, and alignment with Conditional Access.
Systems Administrator · first seen 2026-10-22
Microsoft OneDrivehigh confidence · 1 posting
· Govern SharePoint Online and OneDrive sharing, permissions, site ownership, guest access, and lifecycle controls; support migrations from Box and Egnyte with appropriate retention and records considerations.
Systems Administrator · first seen 2026-10-22
Microsoft PurviewIT operations & business systems · high confidence · 1 posting
· Configure and maintain Microsoft Purview sensitivity labels (including site and group labels), data loss prevention, retention, auditing, and eDiscovery; partner with Compliance on technical requirements and evidence.
Systems Administrator · first seen 2026-10-22
Microsoft SharePointhigh confidence · 1 posting
· Govern SharePoint Online and OneDrive sharing, permissions, site ownership, guest access, and lifecycle controls; support migrations from Box and Egnyte with appropriate retention and records considerations.
Systems Administrator · first seen 2026-10-22
PowerShellIT operations & business systems · high confidence · 1 posting
· Use PowerShell and Microsoft Graph to audit, report on, automate, and configure Microsoft 365 environments at scale; maintain runbooks, standards, and technical documentation.
Systems Administrator · first seen 2026-10-22
Windows AutopilotIT operations & business systems · high confidence · 1 posting
· Manage Microsoft Intune enrollment, Windows Autopilot, device configuration, compliance policies, application deployment, endpoint security baselines, and alignment with Conditional Access.
Systems Administrator · first seen 2026-10-22
wealthboxFinance & accounting · high confidence · 3 postings
· Maintain accurate client records, files, CRM notes, task updates, meeting documentation, and workflows within Wealthbox and firm systems
(Wealth Management) Client Service Associate · first seen 2026-09-09
DocuSignFinance & accounting · high confidence · 1 posting
· Coordinate client onboarding, account opening, account maintenance, transition paperwork, DocuSign processes, and signee follow-up
(Wealth Management) Client Service Associate · first seen 2026-09-14
On the website or in DNS

Vendors whose code loads on sanctuarywealth.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

04Hiring

16 open roles, 16 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Sanctuary Wealth, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Sanctuary Wealth to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Sanctuary Wealth

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 587 scored.

Geneos Wealth ManagementPrivate asset managers · United States501-1000 employees
Kestra HoldingsWealth management general · United States1001-5000 employees
Commerce TrustWealth management general · United States501-1000 employees
Rowan DartingtonWealth management general · United Kingdom201-500 employees
Q Wealth PartnersWealth management general · United States201-500 employees
Fidelity InternationalWealth management general · Australia51-200 employees
07Profile

From the company's own website

Legal nameSanctuary Wealth
IndustryBusiness & finance services · Other wealth management investment
Offeringsbespoke investment vehicles · broker-dealer platform · modular technology stack · custodian access
Target customerswirehouse advisors · independent advisors · independent financial advisors
Geographic scopenational · also Czechia
Reviews found
Public contact points0 role addresses · 0 phone numbers
Pages readterms, team, home, contact, careers, references, about
Datescrawled 2026-09-11 · profiled 2026-09-12 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Sanctuary Wealth (Miami, United States, 51-200 employees) has 16 open roles, 3 new in 30 days, and names 14 tools in its postings. (Breaknorm, 1 November 2026, https://breaknorm.co/company/sanctuarywealth.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from sanctuarywealth.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Paylocity career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Sanctuary Wealth: questions

Does Sanctuary Wealth use Box?

Yes, by the company's own words: 1 posting name it, first seen 2026-10-22, in the it operations & business systems team.

Is Sanctuary Wealth hiring?

16 open roles as of 1 November 2026, 3 opened in the last 30 days and 1 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From sanctuarywealth.com itself: we crawled it on 2026-09-11, built the profile on 2026-09-12, and read its career site (Paylocity) hourly since. Headcount is from LinkedIn.

Who should I write to at Sanctuary Wealth?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.

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