Transparent Financial Advisors LLC

Transparent Financial Advisors is a technology-enabled buy-side advisory firm that specializes in cultivating off-market opportunities. We deploy custom-built software that scrapes the internet for key data points in order to isolate highly relevant targets within your mandate. By taking a bespoke data driven approach, we can scale and find the best proprietary opportunities. We then take it a step further, and put you in direct contact with those targets by facilitating a methodical direct outreach program. The best part, you own the tools, process, and sourcing capabilities.