Insights

Client Focus Target businesses and high net worth families in the Southeast seeking disciplined, transparent, fiduciary wealth management with personalized attention and planning-driven services.

Growth Readiness Leverage the firm’s growth by offering capacity-building tools and outsourcing support for additional client onboarding, portfolio management, and compliance as assets under management scale.

Technology Edge Position as a tech-enabled advisor using secure platforms and digital marketing like Squarespace and JSON-LD to enhance client experience, onboarding, and reporting for remote or multisite families.

Succession & Transitions Market services around life events such as retirement, selling a business, inheritance, divorce, and loss of a spouse to capture demand from families navigating transitions.

Strategic Partnerships Partner with regional CPA firms, estate planners, and family offices to cross-refer clients, expand service lines (estate planning, tax-aware investing), and increase referral velocity.

Similar companies to Triangle Wealth Management

Triangle Wealth Management Tech Stack

Triangle Wealth Management uses 8 technology products and services including Sucuri, Squarespace, Squarespace Commerce, and more. Explore Triangle Wealth Management's tech stack below.

Sucuri
Content Delivery Network
Squarespace
Content Management System
Squarespace Commerce
E-commerce
JSON-LD
Javascript Frameworks
jQuery
Javascript Libraries
jQuery Migrate
Javascript Libraries
Priority Hints
Performance
Nginx
Web Servers

Media & News

Triangle Securities, LLC invests into assets: stake in Invesco Russell 1000 in the amount of $449K.
Triangle Securities Wealth Management purchased a new stake in Invesco Russell 1000 Equal Weight ETF in the 2nd quarter worth $449,000.
Oct 06, 2019 | rivertonroll.com

Triangle Wealth Management's Email Address Formats

Triangle Wealth Management uses at least 3 format(s):

Triangle Wealth Management Email Formats	Example	Percentage
First@plcwealth.com	John@plcwealth.com	100%
FLast@trianglesecurities.com	JDoe@trianglesecurities.com	83%
First@trianglesecurities.com	John@trianglesecurities.com	17%
FLast@trianglewealth.com	JDoe@trianglewealth.com	100%

Frequently Asked Questions

What is Triangle Wealth Management's phone number?

You can contact Triangle Wealth Management's main corporate office by phone at

+1-919-782-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Triangle Wealth Management's official website and social media links?

Triangle Wealth Management's official website is trianglewealth.com and has social profiles on LinkedIn.

How much revenue does Triangle Wealth Management generate?

As of July 2026, Triangle Wealth Management's annual revenue is estimated to be $10M - $25M.

What is Triangle Wealth Management's NAICS code?

Triangle Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Triangle Wealth Management have currently?

As of July 2026, Triangle Wealth Management has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Cco: C. T.Founder, President: P. R.Portfolio Manager: D. F.. Explore Triangle Wealth Management's employee directory with LeadIQ.

What industry does Triangle Wealth Management belong to?

Triangle Wealth Management operates in the Financial Services industry.

What technology does Triangle Wealth Management use?

Triangle Wealth Management's tech stack includes SucuriSquarespaceSquarespace CommerceJSON-LDjQueryjQuery MigratePriority HintsNginx.

What is Triangle Wealth Management's email format?

Triangle Wealth Management's email format typically follows the pattern of First@plcwealth.com. Find more Triangle Wealth Management email formats with LeadIQ.

When was Triangle Wealth Management founded?

Triangle Wealth Management was founded in 2000.

Triangle Wealth Management

Q: How many employees does Triangle Wealth Management have currently?

Triangle Wealth Management has approximately 11 employees.

Q: What technology does Triangle Wealth Management use?

Triangle Wealth Management's tech stack includes MySQL, Choices, WordPress, Google Maps, HSTS.

Q: What is Triangle Wealth Management's NAICS code?

Triangle Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesNorth Carolina, United States11-50 Employees

Triangle Wealth Management is an SEC-registered investment advisor based in Raleigh, North Carolina. Founded in 2000 by Paul D. Reynolds III and his team after leaving a large national bank, it emphasizes a culture focused on addressing families' financial needs and is 100% employee-owned. 

The firm serves more than 500 families, primarily in North Carolina and the Southeast, and works with clients across a wide age range. Its typical clientele includes retirees, business owners, professionals, and families who value personal attention and a small-firm culture. The practice emphasizes listening and thoughtful questioning to establish clear, realistic plans that help clients reach long-term goals with prudent management.