About Us
Welcome to Panorama Financial Group.
Panorama Financial Group was founded to give sponsors and financial advisors a panoramic view of the alternative investment landscape. We leverage broker-dealer infrastructure and an extensive network to deliver comprehensive advisory support for sponsors and advisors.
Panorama Financial Group was born out of a broker-dealer and RIA specializing in alternative investments. It was founded by Keegan De Silva, an experienced principal in the space who recognized that advisors were being flooded with private market offerings with wide variability in both product quality and the quality of diligence behind them.
Panorama was created to raise the bar. The platform is built to bring best-in-class product to the IBD and registered rep space while educating the marketplace on how alternative investment structures and strategies actually work.
As the alternatives market grows more complex, sponsors need clear guidance on how to enter the market with confidence, and advisors need access to institutional-quality offerings and the knowledge required to serve clients effectively.
Our Team
Dan Murphy
Jim Cone
Wayne Wagner
Peyton Culberson
Alex Evans
Our Advantage
End-to-End Expertise
Comprehensive advisory support spanning deal structuring, capital syndication, and in-depth education for both sponsors and advisors.
Market Intelligence
Proprietary insights sourced from a seasoned independent broker-dealer, RIA, and family office network.
Proven Distribution Power
Access to a robust network anchored by an independent broker-dealer that delivered $1.3B in alternative allocations since 2020.
Tailored Investment Solutions
Curated, meticulously vetted alternative investment opportunities aligned with advisor and client objectives.
Browse Services
Sponsor Services
Prepare offerings for the marketplace with strategic positioning, diligence support, investor-focused materials, and distribution perspective.
Advisor Services
Access curated alternative investment opportunities, education, research, and resources designed to strengthen advisor and client conversations.
Built for Sponsors & Advisors.
Driven by Results.
Whether you are a sponsor launching a new investment vehicle or an advisor seeking high-quality alternative investments, Panorama Financial Group provides the expertise and platform necessary to navigate today’s complex investment landscape with confidence.
Let’s discuss how Panorama can support your goals.
Connect with Panorama to explore sponsor advisory support, advisor resources, distribution strategy, or alternative investment research.
Book a meeting
Schedule time with the Panorama team to discuss your role, objectives, and potential next steps.
Information is provided for educational purposes and should be reviewed with your financial, tax, or legal professionals.
