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Partners

Because in the World of Transitions, Having the Right Lending Solutions, Investment Banks, and M&A Consultants are Essential!

skyview partners

Exclusive Lending Partner
Financing and Banking Solution

Skyview Partners is the official lending partner of Truelytics.  SkyView focuses exclusively on the financing needs of independent and registered investment advisors - providing financial advisors with guidance and capital for practice succession, acquisition, merger, refinance and cash outs.

SkyView utilizes Truelytics proprietary data to Pre-Approve your financing request  from their expanding network of 23 banks. SkyView provides competitive rates, terms and conditions from its network of progressive and well capitalized banks. 

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Exclusive Referral Partner
An Ideal Solution for Prospects Who Aren’t a Good Fit for Your Firm


Facet Wealth is the official client transition and prospect referral partner of Truelytics. Facet Wealth provides comprehensive financial planning for an annual flat fee based on the services a client needs. Planning is provided via videoconference by a personal, dedicated CFP® Professional. No AUM minimum and no commissionable products to sell.

Backed by venture capital firm Warburg Pincus, Facet Wealth serves thousands of American households by providing affordable, outstanding service. Facet’s advisors specialize in planning needs for mass affluent households. Their expertise, coupled with their affordable fee structure, means you can confidently refer prospects outside of your core target, knowing they will be in the best of hands.

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