Sentinus

What Sentinus does

Sentinus was a private, for-profit financial advisory firm founded in 2012 and based in Oak Brook, Illinois, with 11–50 employees. Its service offering spanned financial advisory, investment management, insurance consulting, and estate planning, primarily targeting individual and family clients. In 2023, Sentinus merged with Rothschild Wealth Partners — an independent wealth management firm founded in 1908 — with the combined entity operating under the Rothschild Wealth Partners brand. Following the merger, the original Sentinus entity no longer operates independently.

The post-merger Rothschild Wealth Partners operates from seven locations across Illinois (Chicago Loop, Oak Brook, Northbrook, Deer Park, Deerfield), Colorado (Denver), and Tennessee (Nashville). Services are organized into two pillars: Wealth Management Services (financial planning, investment analysis and portfolio management, estate and philanthropic planning with trustee services, customized insurance solutions, and multi-family office) and Workplace Solutions (business succession and transition planning, corporate and non-profit retirement plan consulting spanning defined benefit, defined contribution, and non-qualified plan management). Revenue mechanics, fee schedules, and pricing are not publicly disclosed. Note: source material also references a similarly named "Sentinum" entity — a subsidiary of Hyperscale Data, Inc. managing a Bitcoin treasury — but the source explicitly states it is unclear whether this entity is the same as or related to Sentinus.

Name

Sentinus

Legal name

Sentinus

Website

https://sentinus.com

Company type

Private

Founded year

2012

Operating status

Acquired

Headcount range

11–50 employees

Short description

Sentinus was a private Oak Brook, Illinois financial advisory firm offering investment management, insurance consulting, and estate planning. In 2023 it merged with Rothschild Wealth Partners, ending independent operations and joining a multi-location wealth management platform.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management services
• Estate planning solutions
• Insurance consulting

Headquarters

HQ city

Oak Brook

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Core offering

Sentinus is a wealth management and financial advisory firm offering personalized financial planning, investment analysis and portfolio management, estate and philanthropic planning, customized insurance solutions, and multi-family office services. In 2023, Sentinus merged with Rothschild Wealth Partners, with the combined entity now operating under the Rothschild Wealth Partners brand serving both individual/family clients and business/employer clients through workplace solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Fiduciary financial planning services for individuals and families to organize and manage their personal financial affairs.
• Investment Analysis and Management Investment advisory and portfolio management services for individuals and families seeking to grow and protect their assets.
• Estate and Philanthropic Planning Estate and charitable giving planning services, including trustee services, for individuals and families structuring intergenerational wealth transfer.
• Customized Insurance Solutions Personalized insurance consulting and solutions for individuals and families seeking to protect wealth and manage risk.
• Multi-Family Office Multi-family office services providing high-touch, concierge-level wealth management support for high-net-worth families.
• Business Succession Planning Business succession advisory services including transition and exit planning for business owners preparing for ownership changes.
• Corporate Retirement Plan Consulting Retirement plan consulting services for corporate and non-profit employers, including defined benefit, defined contribution, and non-qualified plan management.

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Rothschild Wealth PartnerscoreStrategic or Co-development Partner · 1 January 2023Sentinus merged with Rothschild Wealth Partners in 2023, forming a combined wealth management entity. Rothschild Wealth Partners is an independent, high-touch wealth management firm founded in 1908, providing financial advisory services including wealth management, investment analysis, estate planning, and multi-family office services.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth planning, investment management, tax, estate, and multi-family office services to HNW clients. Directly comparable in service breadth and fee-only fiduciary model to Sentinus/Rothschild Wealth Partners.
• Buckingham Strategic Wealth: Financial planning–led RIA providing wealth management, financial planning, and investment advisory to households and institutions nationwide. Closely aligned in financial-planning-first positioning, fee-based structure, and fiduciary value proposition.
• Creative Planning: One of the largest independent, fee-only RIAs offering comprehensive wealth management, estate planning, tax, and concierge financial planning. Overlaps directly with Sentinus/RWP across the full wealth-stack service suite.
• Carson Wealth: Financial planning–led RIA with multi-family office and corporate retirement plan services. Comparable to Sentinus/RWP in serving HNW households and business owners with fiduciary wealth and planning services.
• Moneta Group: Independent, employee-owned RIA offering investment management, financial planning, retirement plan consulting, and multi-family office services. Direct peer across both personal wealth and workplace retirement plan verticals.
• CAPTRUST: Independent RIA focused on corporate retirement plan consulting (defined benefit/contribution) and wealth management for HNW individuals. Mirrors Sentinus/RWP's Workplace Solutions plus personal wealth combination.

Broad incumbents

• Hightower Advisors: National RIA partnership platform aggregating independent advisory firms with wealth management, retirement plan, and family office offerings. Larger, multi-affiliate model with overlapping capabilities but broader portfolio.
• Focus Financial Partners: Leading RIA partnership and consortium platform supporting independent wealth managers with capital, M&A, and operational support. Operates broadly across the same fiduciary wealth management space but at platform scale.
• Edelman Financial Engines: Large national RIA combining workplace retirement plan advice with personal wealth management for HNW individuals. Overlaps with Sentinus/RWP at the intersection of corporate plans and household wealth.
• Goldman Sachs Personal Financial Management: Subsidiary of Goldman Sachs Advisors providing comprehensive wealth planning, investment management, and banking solutions to HNW households. Competes at the high end of the same comprehensive-wealth stack but as part of a much larger institution.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

• Xx.com/sentinusllc
• LinkedInlinkedin.com/company/sentinus-llc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sentinus