Insights

Niche Market Focus Tricord Wealth Advisors emphasizes a personalized relationship model centered on client purpose, values, and principles, suggesting an opportunity to tailor financial technology solutions that enhance client engagement and trust.

Growth Potential With reported revenues between 1M and 10M and a small team, Tricord may be in an expansion phase, making it ideal for introducing scalable financial advisory tools or innovative services that support growth and deepen client relationships.

Comparable Market Position Operating in a competitive landscape alongside industry giants like Charles Schwab and Fidelity, Tricord could benefit from competitive insights and partnership opportunities to differentiate through bespoke service offerings.

Digital Engagement Tools The company's existing tech stack includes tools like Google Analytics and Google Tag Manager, indicating an openness to digital strategies, which could be leveraged by proposing advanced analytics, CRM integrations, or digital marketing solutions.

Sustainable Business Model Focusing on principles and client purpose aligns Tricord with a sustainable, values-driven brand, presenting opportunities to introduce ESG-focused investment solutions or impact investing services appealing to socially conscious clients.

Tricord Wealth Advisors Tech Stack

Tricord Wealth Advisors uses 8 technology products and services including Lodash, jQuery, ScrollReveal, and more. Explore Tricord Wealth Advisors's tech stack below.

  • Lodash
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • ScrollReveal
    Javascript Libraries
  • Slick
    Javascript Libraries
  • SWFObject
    Miscellaneous
  • Piwik
    System Analytics & Monitoring
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Media & News

Tricord Wealth Advisors's Email Address Formats

Tricord Wealth Advisors uses at least 1 format(s):
Tricord Wealth Advisors Email FormatsExamplePercentage
First.Last@tricordwealth.comJohn.Doe@tricordwealth.com
100%

Frequently Asked Questions

Where is Tricord Wealth Advisors's headquarters located?

Minus sign iconPlus sign icon
Tricord Wealth Advisors's main headquarters is located at 5000 Arlington Centre Boulevard Columbus, Ohio 43220 United States. The company has employees across 1 continents, including North America.

What is Tricord Wealth Advisors's phone number?

Minus sign iconPlus sign icon
You can contact Tricord Wealth Advisors's main corporate office by phone at . 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 Tricord Wealth Advisors's official website and social media links?

Minus sign iconPlus sign icon
Tricord Wealth Advisors's official website is tricordwealth.com and has social profiles on LinkedIn.

What is Tricord Wealth Advisors's SIC code NAICS code?

Minus sign iconPlus sign icon
Tricord Wealth Advisors's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Tricord Wealth Advisors have currently?

Minus sign iconPlus sign icon
As of January 2026, Tricord Wealth Advisors has approximately 1 employees across 1 continents, including North America. Key team members include : P. F.. Explore Tricord Wealth Advisors's employee directory with LeadIQ.

What industry does Tricord Wealth Advisors belong to?

Minus sign iconPlus sign icon
Tricord Wealth Advisors operates in the Financial Services industry.

What technology does Tricord Wealth Advisors use?

Minus sign iconPlus sign icon
Tricord Wealth Advisors's tech stack includes LodashjQueryScrollRevealSlickSWFObjectPiwikGoogle Tag ManagerGoogle Analytics.

What is Tricord Wealth Advisors's email format?

Minus sign iconPlus sign icon
Tricord Wealth Advisors's email format typically follows the pattern of First.Last@tricordwealth.com. Find more Tricord Wealth Advisors email formats with LeadIQ.

When was Tricord Wealth Advisors founded?

Minus sign iconPlus sign icon
Tricord Wealth Advisors was founded in 1988.

Tricord Wealth Advisors

Financial ServicesOhio, United States0-1 Employees

Threefold Strength

If you have ever pulled on a tricord, you will know that it is hard to break. It is a true example of leverage—three individual forces when brought together create exponential momentum and a strength that's greater than that of three individual lines working separately. This force is both physical and spiritual.  

For this reason, for more than thirty years, the Tricord has represented the relationship model upon which we work: 

1.	It starts with the Client—their goals, their values and, most importantly, their purpose. 
2.	Next comes the Wealth Advisor—their expertise, their understanding, and most importantly, their integrity. 
3.	Completing the relationship are timeless Principles —when the client and advisor together follow them, wealth not only increases, it becomes a means to a greater end...not an end itself.

The Tricord represents our dedication to helping our clients leverage their gifts to serve their purpose and achieve their goals. Indeed, this is our mission, and at Tricord Wealth Advisors we know that life itself—and every blessing it brings—is a gift.

Section iconCompany Overview

Headquarters
5000 Arlington Centre Boulevard Columbus, Ohio 43220 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Tricord Wealth Advisors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Tricord Wealth Advisors's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.