Panorama Financial Group was founded to give sponsors and financial advisors a panoramic view of the alternative investment landscape. We leverage our broker-dealer infrastructure and extensive network to deliver comprehensive advisory support for sponsors and advisors.
For sponsors, we develop institutional-quality offerings designed for strategic positioning and seamless distribution. For advisors, we provide access to a curated set of alternative investments, independently evaluated through our proprietary diligence process, and supported by best-in-class education on structures, products, and industry trends.
OUR ORIGIN
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. Most advisors lacked the resources to evaluate these offerings, and the industry leaned too heavily on sponsor materials and third-party summaries that did not always capture the full risk profile.
OUR MISSION
Panorama was created to raise the bar. A platform built to bring best-in-class product to the IBD and registered rep space, and built to educate the marketplace on how alternative investment structures and strategies actually work.
WHY IT MATTERS
As the alternatives surge accelerates, the need for experienced diligence and real education has only intensified. Advisors across IBDs, RIAs, and family offices are balancing rising client demand against growing complexity. Panorama meets that demand with full-service advisory support from product structuring through syndication, along with curated investment solutions that stand up to independent scrutiny. Sponsors gain clear guidance on how to enter the market with confidence. Advisors gain access to institutional-quality offerings and the knowledge required to serve clients effectively in a rapidly expanding private markets landscape.
Director, Sponsor Services
Director, Advisor Services
Head of U.S. Distribution
Advisor
Comprehensive advisory support spanning deal structuring, capital syndication, and in-depth education for both sponsors and advisors.
Proprietary insights sourced from a seasoned independent broker-dealer, RIA, and family office network.
Access to a robust network anchored by a independent broker-dealer that delivered $400M+ in alternative allocations in 2024.
Curated, rigorously vetted alternative investment opportunities aligned with advisor and client objectives.
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 build your success together.