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Sandstone Asset Management primarily serves affluent individuals, families, foundations, and family trusts, acting as a trusted wealth partner for these client segments.
Sandstone Asset Management primarily serves affluent individuals, families, foundations, and family trusts, acting as a trusted wealth partner for these client segments.
Sandstone Asset Management has 2 tracked investments across 1 company. The latest tracked deal is $685.0M Other Equity in Neo Financial in February 2026.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Feb 4, 2026 | Neo Financial | $685.0M Other Equity | — | Alberta Investment Management Corporation, Caldwell Partners, Northleaf Capital Partners, Plaza Ventures |
| Feb 3, 2026 | Neo Financial | $50.2M Series D | — | Alberta Investment Management, Caldwell Growth Opportunities Fund, Northleaf Capital Partners, Plaza Ventures |
