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Insights

Client Base Diversity TriCapital Advisors caters to a broad and diverse client portfolio that includes business owners, professionals, families, retirees, and non-profit organizations, indicating opportunities to tailor services for different market segments.

Growth Potential With an annual revenue estimated between 1 and 10 million dollars and a client base of over 200 nationwide, there is significant potential for growth and expansion within similar demographic groups or geographic areas.

Technology Stack Utilizing web technologies like Joomla, MooTools, jQuery, and PHP suggests an openness to digital engagement; offering enhanced online tools or advisory platforms could strengthen client relationships and attract tech-savvy investors.

Industry Positioning Operating in a market dominated by large financial firms with thousands of employees, TriCapital can differentiate by emphasizing independent, personalized advice and leveraging its agility and local expertise.

Recent Leadership Expansion The appointment of a new operations manager in 2020 indicates a focus on strengthening operational efficiencies, presenting opportunities to introduce innovative service models or operational upgrades to prospective clients.

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

TriCapital Advisors, Inc.'s Email Address Formats

TriCapital Advisors, Inc. uses at least 2 format(s):
TriCapital Advisors, Inc. Email FormatsExamplePercentage
First@tricapital.comJohn@tricapital.com
100%
First@tricapitaladvisors.comJohn@tricapitaladvisors.com
100%

Frequently Asked Questions

Where is TriCapital Advisors, Inc.'s headquarters located?

Minus sign iconPlus sign iconTriCapital Advisors, Inc.'s main headquarters is located at 11140 Rockville Pike Suite 600 North Bethesda, Maryland 20852 United States. The company has employees across 1 continents, including North America.

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

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconTriCapital Advisors, Inc.'s official website is tricapital.com and has social profiles on LinkedIn.

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

Minus sign iconPlus sign iconTriCapital Advisors, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

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

Minus sign iconPlus sign iconAs of May 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?

Minus sign iconPlus sign iconTriCapital Advisors, Inc. operates in the Investment Management industry.

What technology does TriCapital Advisors, Inc. use?

Minus sign iconPlus sign iconTriCapital Advisors, Inc.'s tech stack includes JoomlaMooToolsjQueryPHP.

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

Minus sign iconPlus sign iconTriCapital 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?

Minus sign iconPlus sign iconTriCapital Advisors, Inc. was founded in 1993.

TriCapital Advisors, Inc.

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.

Section iconCompany Overview

Headquarters
11140 Rockville Pike Suite 600 North Bethesda, Maryland 20852 United States
Phone number
+1-301-230-****
Website
tricapital.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
1993
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    TriCapital Advisors, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    TriCapital Advisors, Inc.'s revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    M. S.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. K.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. M.
    Administrator
    Phone icon
    Mobile Phone

Employee Directory

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