Sandstone Asset Management - About the company
Sandstone Asset Management is an unfunded company based in Calgary (Canada), founded in 2004 by Brent Pickerl and Sharon Watkins. It operates as a Wealth management firm. Sandstone Asset Management has not raised any funding yet. The company has 4037 active competitors, including 65 funded and 407 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.
Company Details
- Website
- www.sandstoneam.com
- Social
- Email ID
- *****@sandstoneam.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
2004
Location
Calgary, Canada
Stage
Unfunded
Ranked
270th among 4037 active competitors
Employee Count
7 as on Jun 30, 2026
Investment & Acquisitions
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Sandstone Asset Management's funding and investors
Sandstone Asset Management has not raised any funding rounds yet.
Sandstone Asset Management's founders and board of directors
Founder? Claim ProfileThe founders of Sandstone Asset Management are Brent Pickerl and Sharon Watkins. Sharon Watkins is the CEO of Sandstone Asset Management.
Here are the details of Sandstone Asset Management's key team members:
- Brent Pickerl: Co-Founder & President of Sandstone Asset Management.
- Sharon Watkins: Co-Founder & CEO of Sandstone Asset Management.
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Sandstone Asset Management's employee count trend
Sandstone Asset Management has 7 employees as of Jun 26. Here is Sandstone Asset Management's employee count trend over the years:
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Sandstone Asset Management's Competitors and alternates
Top competitors of Sandstone Asset Management include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Sandstone Asset Management, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Alera Group 1995, Deerfield (United States), Acquired | Provider of HR, life & health insurance, general liability, and other services | $250M | 72/100 | |
2nd | Focus Financial Partners 2004, New York City (United States), Acquired | Provider of business consulting services to banks and lending institutions | $333M | 71/100 | |
3rd | Raymond James 1962, St. Petersburg (United States), Public | M&A, capital advisory, and wealth management firm | - | - | 68/100 |
4th | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 66/100 | |
5th | GE Capital 1932, Norwalk (United States), Public | Provides commercial aircraft leasing and lending services | - | 66/100 | |
6th |  Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired | Provider of multi-family office services | $116M | 66/100 | |
7th | Zions Bank 1873, Salt Lake City (United States), Unfunded | Private banking firm offering wealth management services | - | - | 63/100 |
8th | Provider of software, data, analytics, and related services for financial institutions | - | 63/100 | ||
9th |  Berkadia 2009, New York City (United States), Series D | Provider of wealth management services | $1B | 62/100 | |
10th | First Western Trust 2004, Denver (United States), Public | Wealth management firm | $51.4M | 62/100 | |
270th | Sandstone Asset Management 2004, Calgary (Canada), Unfunded | Wealth management firm | - | - | 38/100 |
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Sandstone Asset Management's Investments and acquisitions
Sandstone Asset Management has made 2 investments in Neo Financial and Matter and Form. Sandstone Asset Management has not made any acquisitions as of now.News related to Sandstone Asset Management
Media has covered Sandstone Asset Management for 1 event in last 1 year.
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LPL & JFC Advisor Network Welcome Sandstone Wealth ManagementLPL Financial•Sep 16, 2021•LPL Financial, , Sandstone Asset Management, Jfc Advisor
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