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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 4469 active competitors, including 70 funded and 434 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

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Email ID
*****@sandstoneam.com
Phone Number
+1 **********
Key Metrics
Founded Year
2004
Location
Calgary, Canada
Stage
Unfunded
Ranked
Employee Count
7 as on Jul 31, 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

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The 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:

Sandstone Asset Management's employee count trend

Sandstone Asset Management has 7 employees as of Jul 26. Here is Sandstone Asset Management's employee count trend over the years:
Employee count trend for Sandstone Asset Management
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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:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Alera Group
Alera Group
1995, Deerfield (United States), Acquired
Provider of HR, life & health insurance, general liability, and other services
$250M
73/100
2nd
Logo for Focus Financial Partners
Focus Financial Partners
2004, New York City (United States), Acquired
Provider of business consulting services to banks and lending institutions
$333M
71/100
3rd
Logo for Raymond James
Raymond James
1962, St. Petersburg (United States), Public
M&A, capital advisory, and wealth management firm
-
-
69/100
4th
Logo for LPL Financial
LPL Financial
1989, San Diego (United States), Acquired
Stock brokerage firm
-
68/100
5th
Logo for Wintrust
Wintrust
1991, Rosemont (United States), Public
Bank offering diversified financial services
-
66/100
6th
Provider of multi-family office services
$116M
65/100
7th
Logo for Zions Bank
Zions Bank
1873, Salt Lake City (United States), Unfunded
Private banking firm offering wealth management services
-
-
63/100
8th
Logo for Linedata
Linedata
1998, Neuilly sur seine (France), Public
Provider of software, data, analytics, and related services for financial institutions
-
63/100
9th
Logo for Berkadia
Berkadia
2009, New York City (United States), Series D
Provider of wealth management services
$1B
62/100
10th
Logo for First Western Trust
First Western Trust
2004, Denver (United States), Public
Wealth management firm
$51.4M
62/100
671st
Logo for Sandstone Asset Management
Sandstone Asset Management
2004, Calgary (Canada), Unfunded
Wealth management firm
-
-
26/100
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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.

Reports related to Sandstone Asset Management

Here is the latest report on Sandstone Asset Management's sector:

News related to Sandstone Asset Management

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