Sandos Financial

What Sandos Financial does

Sandos Financial is a privately held investment company headquartered in South Jordan, Utah. According to available firmographic data, the firm was founded in 2016 and operates as a for-profit entity, with a headcount of 11-50 employees as of the most recent observation. The company's website at sandosfinancial.com is listed as its primary web presence; however, at the time of data collection the website displayed only a "one moment, please" / verification page with no corporate content, so specific investment strategies, asset classes, fund structures, target clientele, AUM, and product offerings cannot be verified from primary sources.

No product, technology, pricing, distribution, partnership, customer, regulatory, or leadership disclosures were resolvable from the aggregated input. There are no recorded funding rounds, M&A activity, subsidiaries, parent entities, social media profiles, app listings, patents, certifications, awards, or office locations beyond the South Jordan headquarters. Consequently, the firm's underlying technology stack, revenue mechanics (e.g., management fees, performance fees, advisory retainers, principal investing), go-to-market motion, and customer/LP composition are not determinable from the evidence set. The diligence posture is that any product- or business-model-specific assertions about Sandos Financial would require primary-source verification directly from the company, as third-party and web-scraped sources currently provide only structural skeleton data.

Name

Sandos Financial

Website

https://sandosfinancial.com

Company type

Private

Founded year

2016

Headcount range

11–50 employees

Short description

Sandos Financial is a privately held investment company founded in 2016 and headquartered in South Jordan, Utah, with 11-50 employees. Specific investment strategies, products, target clientele, and revenue mechanics could not be verified from available sources.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Private investment
• Investment management
• Asset management
• Portfolio management
• Investment firm

Headquarters

HQ city

South Jordan

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

Sandos Financial is a privately held investment company headquartered in South Jordan, Utah, founded in 2016. The company operates with 11 to 50 employees and is classified as a for-profit private entity; specific investment strategies, fund offerings, or service lines are not disclosed in the available source material, as the firm's website presents only a verification/waiting placeholder page.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Services General investment activities consistent with a private investment company; specific investment products, funds, or service lines are not disclosed in the available source material.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs in the U.S., providing financial planning and investment advisory to a broad client base including workplace participants. Comparable to Sandos Financial because it competes directly for the same investment-advisory wallet share via a fee model, though at much greater scale and with a workplace-channel angle.
• Mariner Wealth Advisors: Mariner is a national RIA delivering comprehensive wealth advisory, investment management, retirement plan, and tax services. It is comparable because, like Sandos Financial, it is an investment advisory firm serving HNW clients, but Mariner is materially larger and pursues an acquisition-led scale strategy across U.S. metros.
• Creative Planning: Creative Planning is a large national RIA providing wealth management, investment advisory, and financial planning services to individuals and institutions. It is comparable to Sandos Financial as a same-category, fee-based registered investment advisor, but at vastly greater scale and breadth (combined forces with Equity Resources).
• Mercer Advisors: Mercer Advisors is a national RIA providing wealth management, tax, estate, and investment advisory services to HNW individuals and families. It is comparable because it shares the same RIA/investment advisory business model as Sandos Financial and actively consolidates smaller advisor firms via acquisitions.
• Steward Partners Global Advisory: Steward Partners operates a national network of wealth management practices providing investment advisory, financial planning, and lending solutions. It is comparable to Sandos Financial because both deliver advisory services through a partner-led, relationship-based model, although Steward operates a multi-affiliate platform rather than a single firm.

Regional players

• Cornerstone Advisors Asset Management: Cornerstone Advisors Asset Management provides institutional and private wealth investment advisory services, headquartered on the U.S. West Coast. Comparable to Sandos Financial as a fee-based RIA offering discretionary investment management, with similar regional footprint and target-client overlap.
• Monarch Wealth & Strategy Group: Monarch Wealth & Strategy Group is an independent RIA in the western U.S. providing investment management, retirement, tax, and estate planning. Comparable to Sandos Financial as a similarly sized private wealth advisory practice offering the same fee-based investment-management services to HNW and mass-affluent households.

Direct peers

• Brighton Jones: Brighton Jones is a wealth management firm offering investment advisory, tax, estate, and lifestyle planning services to HNW clients. It is comparable to Sandos Financial as a similarly positioned private wealth management practice competing for the same HNW and mass-affluent segments with a fee-based advisory model.
• Halbert Hargrove: Halbert Hargrove is an independent RIA providing investment advisory and family office services to HNW families and individuals. Comparable to Sandos Financial because both are private, advisor-led investment firms serving HNW clientele with discretionary and non-discretionary portfolio management.
• EP Wealth Advisors: EP Wealth Advisors is a registered investment advisor offering personalized financial planning and investment management to HNW individuals, families, and institutions. It is comparable to Sandos Financial as a mid-market, fee-based RIA serving similar clientele with an analogous service mix; both target a similar advisor-client relationship model.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat1 record

Key risks4 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/sandos-financial-inc

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 Sandos Financial