SkyView Partners

Finalizing Friday with the second loan closing of the day, $3,975,000 loan for a Washington RIA! This fixed-rate term loan facilitated a successful practice acquisition. #FixedRateLoan #LoanClosing #Acquisition #FinancialAdvisor

Excited to announce the closing of a $1,040,000 loan for an Alabama RIA! This fixed-rate term loan facilitated a successful practice acquisition. #FixedRateLoan #LoanClosing #Acquisition #FinancialAdvisor

Struggling with pricing? Leaving money on the table? Let’s fix that! Join Jon Randall of XFA.COACH and Aaron Hasler of SkyView Partners at the Revenue Multiplier Workshop and learn the exact strategies top advisors use to increase profits, boost GDC, and scale without adding more clients or working longer hours! 🗓️ March 11, 2025 @ 3:00 PM CT 📍 Live on Zoom 💡 This training is 100% FREE—but spots are filling fast! Don’t miss out—secure your spot now: https://lnkd.in/dVnx3nXN #RevenueMultiplier #FinancialSuccess #BusinessGrowth #ScaleSmarter #FinancialAdvisors #GrowYourPractice

We are excited to be attending the Dimensional Fund Advisors 2025 Deals & Succession Conference on March 5th and 6th! Don't miss SkyView’s Co-Founder, Aaron Hasler, as he presents at 1:15 PM on March 5th alongside industry experts James Hughes and Peter Nesvold, Esq., CFA, CPA on "Financing a Transaction." We look forward to seeing you there and engaging with other forward-thinking leaders. https://lnkd.in/dDc6mh3C #DimensionalEvents

West Coast closing of a $5,476,000 loan for a California RIA! This fixed rate term loan was utilized for a successful practice acquisition. #FixedRateLoan #LoanClosing #Acquisition #FinancialAdvisor

Announcing the closing of a $2,707,700 loan for a Michigan Hybrid! This fixed-rate term loan facilitated a successful practice acquisition. #FixedRateLoan #LoanClosing #InternalSuccession #FinancialAdvisor

Time-sensitive offer: A SkyView Bank Partner has provided a unique opportunity for well-qualified borrowers to access capital at a fixed rate below the current market pricing. $5 million at a 6.85% fixed interest rate is available exclusively for financial advisor financing through SkyView Partners.   Well-qualified borrowers should act quickly to capitalize on this offer and close before 06/30/25! Contact us today for more information: https://lnkd.in/gaAn7snm

Unlock the power of advisor-driven banking with SKYVIEW 1, where technology meets personalized service. SKYVIEW 1 enables financial advisors to offer banking products and services to high-net-worth clients via a custom-branded mobile banking application. - Fiduciary First Banking®: Daily transparency around the interest rate received, in addition to benchmarking the rate to national averages. - Premium Digital Banking: Advisors & clients enjoy a custom mobile banking user experience tailored specifically to their needs. - Private Banker: Experience unparalleled service with a dedicated Private Banker for personalized support. Enhance your financial advisory practice with the tools to succeed in today's competitive market. Learn more at www.skyview1.com SKYVIEW 1 is a technology company, not a bank. Banking accounts and services are provided by Grasshopper Bank, N.A., Member FDIC. * The SKYVIEW 1 Spending Account Annual Percentage Yield (APY) is accurate as of December 19, 2024. This rate is variable and may change. Fees may reduce earnings. The national average annual percentage yield (APY) for spending accounts is 0.07%, as published in the FDIC’s Weekly National Rates and Rate Caps; average rate used is for deposits up to $100,000. ** Through Grasshopper Bank, N.A., you are eligible to utilize ICS®, the IntraFi Cash ServiceSM, to access FDIC insurance through thousands of participating IntraFi network banks. Deposit placement through ICS is subject to the terms, conditions, and disclosures in the applicable agreements. Although deposits are placed in increments that do not exceed the FDIC standard maximum deposit insurance amount (“SMDIA”) at any one destination bank, a depositor’s balances at the institution that places deposits may exceed the SMDIA (e.g., before settlement for deposits or after settlement for withdrawals) or be uninsured (if the placing institution is not an insured bank). The depositor must make any necessary arrangements to protect such balances consistent with applicable law and must determine whether placement through ICS satisfies any restrictions on its deposits. A list identifying IntraFi network banks appears at https://lnkd.in/eqfQcAWx. The depositor may exclude banks from eligibility to receive its funds. IntraFi and ICS are registered service marks, and IntraFi Cash Service is a service mark, of IntraFi Network LLC.

Thrilled to announce the closing of an $11,027,569 loan for an OHIO Hybrid! This fixed-rate term loan facilitated a successful practice acquisition. #FixedRateLoan #LoanClosing #InternalSuccession #FinancialAdvisor

Time-sensitive offer: Coastal States Bank has provided a unique opportunity for well-qualified borrowers to access capital at a fixed rate below the current market pricing. $15 million at a 6.75% fixed interest rate is available exclusively for financial advisor M&A financing through SkyView Partners.    Well-qualified borrowers should act quickly to capitalize on this offer and close before 06/30/25!   Contact us today for more information: https://lnkd.in/gaAn7snm