Transamerica Financial Advisors
Overview
Transamerica Financial Advisors, LLC (TFA) is a full-service, fully licensed, independent broker-dealer and Registered Investment Advisor with thousands of representatives across the United States who offer products and services from more than 100 separate providers . TFA is in the business of helping people with insight and preparation . TFA's independent federally Registered Representatives and Investment Advisor Representatives focus on their clients, helping them build savings, protect what's important, invest in their futures, and prepare for retirement .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Policygenius | Jan 2020 | Series D | - |
| H2O.ai | Nov 2017 | Series C | - |
| Policygenius | May 2017 | Series C | - |
| SmartAsset | Sep 2016 | Series B | - |
| H2O.ai | Nov 2015 | Series B | - |
Key People
Andrew Leituala
Managing Partner
Banu Ozdilek
Managing Partner
Cristalyn Cabanero
Managing Partner
Jenny Zulbaatar
Managing Partner
Leanne Visitacion
Managing Partner
Leonardo Gomez
Managing Partner
Priscilla Monzon
Managing Partner
Sergio Martin
Managing Partner Head Of Recruiting Leadership Development
Tiffani Stanger
Managing Partner
Julián Zebibbo
Senior Partner
Wing Wan (MBA)
Senior Partner
Bradley Slocum
Managing Director
Brown Smith
Managing Director
Chuck Eckman
Managing Director
Cindy Zheng
Managing Director
CLF Chuck Eckman LUTCF
Managing Director
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
