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financial services
Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve. It is committed to providing partner firms with unequaled freedom, flexibility, control and choice through an ecosystem of partnered independence that offers a complete technology and operations infrastructure, support from a community of like-minded advisors, the resources of invaluable affiliated businesses and a robust solutions platform. Sanctuary Wealth expanded its affiliation options by acquiring tru Independence (tru) in 2024, offering partner firms multiple models to best serve their unique needs. Currently, the Sanctuary Wealth network includes more than 120 partner firms in 30 states nationwide, with approximately $50 billion in assets on platform. Sanctuary Wealth consists of the wholly owned subsidiaries: Sanctuary Advisors LLC, SEC-registered investment advisers, Sanctuary Securities, Inc., a FINRA member broker-dealer, as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, Sanctuary Global Family Office and tru.
Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve. It is committed to providing partner firms with unequaled freedom, flexibility, control and choice through an ecosystem of partnered independence that offers a complete technology and operations infrastructure, support from a community of like-minded advisors, the resources of invaluable affiliated businesses and a robust solutions platform. Sanctuary Wealth expanded its affiliation options by acquiring tru Independence (tru) in 2024, offering partner firms multiple models to best serve their unique needs. Currently, the Sanctuary Wealth network includes more than 120 partner firms in 30 states nationwide, with approximately $50 billion in assets on platform. Sanctuary Wealth consists of the wholly owned subsidiaries: Sanctuary Advisors LLC, SEC-registered investment advisers, Sanctuary Securities, Inc., a FINRA member broker-dealer, as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, Sanctuary Global Family Office and tru.
Sanctuary Wealth has been mentioned across 2 podcasts.
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FAQs
If you have a concern about deliverability, AI quality, data privacy, or whether this will actually work for your specific situation, it's probably answered below.
Founder Solo gives you 50 AI pitches per month using the credit model (Standard pitches cost 1 credit, Enriched pitches cost 2). Founder Pro raises that to 200 credits per month and adds full Booking Probability access, unlimited Magic Match, Apollo enrichment credits, and data export capabilities. Both plans use the same credit system, so you can stretch your monthly budget further by using Standard-mode drafting.
Agency tiers have no base fee. You pay per managed client and per talent profile. Agency Standard is $199 per client per month; Agency Pro is $399 per client per month. Both add $39 per talent profile per month. Your own team's user seats are always free.
A talent profile represents one person (founder, executive, or spokesperson) you are booking onto podcasts. It includes their bio, topics, headshots, and outreach history. Team plans include 5 profiles; agency plans are pay-as-you-go.
Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.
Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.
You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.
Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.
That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.
