Insights

Rapid Expansion Recent acquisitions of firms like Flagship Wealth Management and Horizon Wealth Management demonstrate Trilogy Financial's growth strategy, indicating a potentially increasing demand for integrated financial planning solutions and services targeted at expanding wealth advisory networks.

Strong Revenue Base With annual revenues estimated between 250 to 500 million dollars and a sizable workforce of 51-200 employees, Trilogy Financial presents a stable platform for upselling advanced financial technology tools, training programs, and compliance solutions aimed at mid-sized financial service providers.

Investment Activity Recent investments from Peloton Capital and participation in funding rounds for AI-driven firms like Falkon suggest a focus on innovative technology adoption, opening opportunities to offer AI-powered analytics, data management, and client insights platforms to enhance their advisory capabilities.

Market Positioning Operating across the nation with multiple branches indicates widespread market coverage and a diversified client base, providing opportunities to introduce branch-specific marketing tools, CRM enhancements, and localized market analytics to strengthen regional outreach.

Tech Stack & Digital Readiness Utilizing advanced platforms such as Google Cloud, HubSpot Analytics, and eMoney reflects a tech-savvy organization receptive to digital transformation, creating potential sales avenues for cloud security, customer engagement solutions, and analytics software to bolster operational efficiency.

Trilogy Financial Services Tech Stack

Trilogy Financial Services uses 8 technology products and services including RSS, Joomla, Underscore.js, and more. Explore Trilogy Financial Services's tech stack below.

  • RSS
    Content Management System
  • Joomla
    Content Management System
  • Underscore.js
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • ZURB Foundation
    UI Frameworks
  • Bootstrap
    UI Frameworks
  • Adobe Fonts
    Web Fonts
  • JetEngine
    Wordpress Plugins

Trilogy Financial Services's Email Address Formats

Trilogy Financial Services uses at least 1 format(s):
Trilogy Financial Services Email FormatsExamplePercentage
First.Last@trilogyfs.comJohn.Doe@trilogyfs.com
84%
Last@trilogyfs.comDoe@trilogyfs.com
7%
FirstLast@trilogyfs.comJohnDoe@trilogyfs.com
6%
FLast@trilogyfs.comJDoe@trilogyfs.com
3%

Frequently Asked Questions

Where is Trilogy Financial Services's headquarters located?

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Trilogy Financial Services's main headquarters is located at 2601 Main Street, Suite 100. The company has employees across 3 continents, including North AmericaOceaniaEurope.

What is Trilogy Financial Services's official website and social media links?

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Trilogy Financial Services's official website is trilogyfs.com and has social profiles on LinkedIn.

What is Trilogy Financial Services's SIC code NAICS code?

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Trilogy Financial Services's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Trilogy Financial Services have currently?

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As of February 2026, Trilogy Financial Services has approximately 183 employees across 3 continents, including North AmericaOceaniaEurope. Key team members include Chief Investment Officer: M. J. S.Chief Development Officer: J. I.Vice President Of Business Development: H. H.. Explore Trilogy Financial Services's employee directory with LeadIQ.

What industry does Trilogy Financial Services belong to?

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Trilogy Financial Services operates in the Financial Services industry.

What technology does Trilogy Financial Services use?

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Trilogy Financial Services's tech stack includes RSSJoomlaUnderscore.jsDocuSignZURB FoundationBootstrapAdobe FontsJetEngine.

What is Trilogy Financial Services's email format?

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Trilogy Financial Services's email format typically follows the pattern of First.Last@trilogyfs.com. Find more Trilogy Financial Services email formats with LeadIQ.

When was Trilogy Financial Services founded?

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Trilogy Financial Services was founded in 1999.

Trilogy Financial Services

Financial ServicesCalifornia, United States51-200 Employees

Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast.

Trilogy prides itself on its comprehensive training program and support staff. We offer a wide range of support to each other and to newer representatives – from challenging and expanding the knowledge of experienced advisors, to offering step-by-step learning from the ground up for individuals looking for a career in the financial services industry. 

Trilogy’s strong work ethic and pursuit of excellence has earned their representatives and the company itself, top awards in a variety of venues – from a multitude of industry-related perspectives to some of the most important community-related interests. 

Visit us at http://www.facebook.com/trilogyfs

The registered individuals of Trilogy Financial are registered representatives with, and Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Trilogy Capital, LLC, a registered investment advisor. Trilogy Financial and Trilogy Capital, LLC are not affiliated with LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Trilogy Capital, Inc. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Trilogy Capital, Inc. or any other person. While such sources are believed to be reliable, Trilogy Capital, Inc. does not assume any responsibility for the accuracy or completeness of such information. Trilogy Capital, Inc. does not undertake any obligation to update the information contained herein as of any future date.

Section iconCompany Overview

Headquarters
2601 Main Street, Suite 100
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
51-200

Section iconFunding & Financials

  • $250M$500M

    Trilogy Financial Services's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Trilogy Financial Services's revenue is estimated to be in the range of $250M$500M

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