What is TriCapital Advisors, Inc.'s NAICS code?

TriCapital Advisors, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Insights

Independent Focus Independent advisory stance and client-aligned interests suggest a potential sales angle to offer fee-based advisory solutions, fiduciary services, and objective wealth management options to similar independent firms or prospects seeking unbiased asset management.

Scaled Personal Small team size indicates potential need for scalable technology, operations support, and outsourced services to manage growth; target micro- to mid-sized advisory firms or RIAs seeking back-office and compliance solutions.

Client Base Serving over 200 clients nationwide across diverse segments (business owners, professionals, families, nonprofits) points to cross-sell opportunities in retirement plans, fiduciary services, and wealth transfer planning with emphasis on tailored solutions.

Growth signals Revenue shown in the low-to-mid single-digit millions with recent hires in operations suggests a growth trajectory; offer scalable technology, CRM, marketing, and client onboarding enhancements to accelerate expansion.

Tech footprint Leveraging legacy technologies (Joomla, MooTools, jQuery, PHP) signals opportunities to modernize digital presence, data security, and client portals; propose modernization, integration, and cybersecurity offerings to improve client experience.

Similar companies to TriCapital Advisors, Inc.

TriCapital Advisors, Inc. Tech Stack

TriCapital Advisors, Inc. uses 4 technology products and services including Joomla, MooTools, jQuery, and more. Explore TriCapital Advisors, Inc.'s tech stack below.

Joomla
Content Management System
MooTools
Javascript Frameworks
jQuery
Javascript Libraries
PHP
Programming Languages

Media & News

TriCapital Advisors, Inc. hires Carolyn Murray as operations manager.
TRICAPITAL has also appointed Carolyn Murray to the role of operations manager.
Apr 30, 2020 | www.insider.co.uk

TriCapital Advisors, Inc.'s Email Address Formats

TriCapital Advisors, Inc. uses at least 2 format(s):

TriCapital Advisors, Inc. Email Formats	Example	Percentage
First@tricapital.com	John@tricapital.com	100%
First@tricapitaladvisors.com	John@tricapitaladvisors.com	100%

Frequently Asked Questions

What is TriCapital Advisors, Inc.'s phone number?

You can contact TriCapital Advisors, Inc.'s main corporate office by phone at

+1-301-230-****

. 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 TriCapital Advisors, Inc.'s official website and social media links?

TriCapital Advisors, Inc.'s official website is tricapital.com and has social profiles on LinkedIn.

How much revenue does TriCapital Advisors, Inc. generate?

As of July 2026, TriCapital Advisors, Inc.'s annual revenue is estimated to be $1M - $10M.

What is TriCapital Advisors, Inc.'s SIC code NAICS code?

TriCapital Advisors, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does TriCapital Advisors, Inc. have currently?

As of July 2026, TriCapital Advisors, Inc. has approximately 4 employees across 1 continents, including North America. Key team members include President: M. S.President: S. K.Administrator: T. M.. Explore TriCapital Advisors, Inc.'s employee directory with LeadIQ.

What industry does TriCapital Advisors, Inc. belong to?

TriCapital Advisors, Inc. operates in the Investment Management industry.

What technology does TriCapital Advisors, Inc. use?

TriCapital Advisors, Inc.'s tech stack includes JoomlaMooToolsjQueryPHP.

What is TriCapital Advisors, Inc.'s email format?

TriCapital Advisors, Inc.'s email format typically follows the pattern of First@tricapital.com. Find more TriCapital Advisors, Inc. email formats with LeadIQ.

When was TriCapital Advisors, Inc. founded?

TriCapital Advisors, Inc. was founded in 1993.

TriCapital Advisors, Inc.

Q: How many employees does TriCapital Advisors, Inc. have currently?

TriCapital Advisors, Inc. has approximately 4 employees.

Q: What technology does TriCapital Advisors, Inc. use?

TriCapital Advisors, Inc.'s tech stack includes PHP, MooTools, jQuery, Joomla.

Investment ManagementMaryland, United States2-10 Employees

TriCapital Advisors, Inc. is an independent investment advisory firm in the investment management industry. It is located at 11140 Rockville Pike, Suite 600, North Bethesda, Maryland 20852, United States. The company has a small staff of 2 to 10 employees and serves more than 200 clients nationwide, including business owners, professionals in the public and private sectors, families, retirees, corporate retirement plans, and non-profit institutions. It emphasizes independence and objectivity, aiming to align its interests with those of clients in order to manage and protect wealth. In April 2020, the firm announced the appointment of Carolyn Murray as operations manager; revenue is reported in the range of $1M-$10M, and the website is https://tricapital.com.