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Triad Advisors

www.triad-advisors.com

 
We founded Triad Advisors in 1998 with the clear goal of building a different kind of broker/dealer business model for Registered Investment Advisors. The astonishing growth of the Hybrid RIA model validates our founding ideas. Triad Advisors remains in the forefront of an evolving and growing industry. Our executives are involved in industry advocacy at all levels of government and are regularly present at meetings of the Department of Labor, the SEC, the Financial Industry Regulatory Authority (FINRA), Financial Services Institute (FSI) and state-level authorities, representing the best interests of our financial advisors and of the industry as a whole.
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

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Libertas Funding

Libertas Funding, LLC is a financial technology firm specializing in providing small to medium-sized businesses with access to capital. We have over 100+ years of combined funding and credit expertise that allows us to provide our clients access to optimal funding solutions to grow their businesses. We know that each business is unique. Instead of putting each business through the same model, we adjust to your needs. Our technology-driven platform delivers quick and meaningful decisions. Our products are transparent, simple, and flexible because we understand that no two businesses are the same. Libertas is different from other sources of capital. We are not robots. We care about our customers and work with each business owner individually to understand their needs and help them grow their business. Libertas leads with integrity – across the board, our leadership and staff put the client first.