Trax Financial logo

Trax Financial Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Trax Financial operates as a small accounting firm within the financial services sector, based in Maitland, Florida. It offers a spectrum of services including bookkeeping, controller services, CFO advisory, and payroll to support clients’ financial operations. The leadership team brings more than a century of collective experience, including work with large firms, enabling them to address complex accounting needs.

All services are performed by Trax employees based in Orlando, with no outsourcing to subcontractors outside the United States, and clients have a single point of contact. The firm emphasizes tailoring its offerings to each client’s requirements and aims for rapid onboarding to minimize disruption.

Find Trax Financial employees' phone numbers or email addresses

Trax Financial Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Trax Financial's Leadership

  • Stylized image of a person
    K. B.
    Chief Executive Officer
  • Stylized image of a person
    J. Z.
    Executive Assistant To Ceo And Office Manager Trax Financial, Llc
  • Stylized image of a person
    L. G.
    Director, Product Development
  • Stylized image of a person
    J. C.
    Senior Administrative Assistant
  • Stylized image of a person
    B. L.
    Property Preservation Coordinator

Trax Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Trax Financial

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. Z.
    Executive Assistant To Ceo And Office Manager Trax Financial, Llc
    United StatesFlorida
    Oct 17, 2025
  • Stylized image of a person
    K. B.
    Chief Executive Officer
    United StatesFlorida
    Apr 25, 2025
  • Stylized image of a person
    L. G.
    Director, Product Development
    United StatesFlorida
    Apr 14, 2026
  • Stylized image of a person
    J. C.
    Senior Administrative Assistant
    United StatesFlorida
    Nov 19, 2025
  • Stylized image of a person
    B. L.
    Property Preservation Coordinator
    United StatesFlorida
    Oct 22, 2024

Frequently Asked Questions

What is Trax Financial known for?

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Trax Financial operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Trax Financial's company overview page for more information.

What is Trax Financial's most common email format?

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Trax Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Trax Financial email formats with LeadIQ.

How many employees does Trax Financial have currently?

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Trax Financial has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Trax Financial's key employees and leadership?

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As of July 2026, Trax Financial's key employees include:

  • Chief Executive Officer: K. B.
  • Executive Assistant To Ceo And Office Manager Trax Financial, Llc: J. Z.
  • Director, Product Development: L. G.
  • Senior Administrative Assistant: J. C.
  • Property Preservation Coordinator: B. L.

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