About Wealth Sandbox

Our mission

Wealth Sandbox exists to make long-term financial planning accessible and intuitive. We believe everyone deserves tools to model different life paths (early retirement, career changes, major purchases) without needing a spreadsheet or a finance degree. Our platform turns your goals and assumptions into clear projections and scenarios so you can see the tradeoffs and make informed decisions.

What we do

We build scenario-based financial planning and analysis tools:

• Scenario planning & what-if analysis. Model different life paths and compare outcomes side by side.
• Monte Carlo simulations. See the probability of your plan succeeding across many market conditions.
• Cashflow & income vs expenses. Track income sources and expenses from now through retirement.
• Tax analytics. Visualize tax burden over time and explore withdrawal strategies.

Who it's for

Individuals planning for retirement or major life goals, financial advisors who want to run and share scenarios with clients, and employers looking to offer planning tools. Whether you're exploring “what if I retire earlier?” or optimizing withdrawals and taxes, Wealth Sandbox is built to support exploration and dialogue, not to replace a qualified advisor, but to help you ask better questions and see the possibilities.

How we work

We're transparent about what our tools can and can't do. Projections are driven by the data you enter and the assumptions you choose; we don't warrant accuracy or fit for your specific situation. Real life is messier than any model. We design for education and exploration, to build intuition and compare options, and we encourage you to use a qualified advisor for major decisions.

We take privacy and security seriously. You own your data; we use it to power your scenarios and to improve our product, in line with our Privacy Policy.