Insights

Strong Financial Position With a revenue range of $250 million to $500 million and a dedicated focus on financial planning services, Trilogy Financial demonstrates robust market presence and stability, indicating ongoing growth opportunities for related financial products and services.

Active Expansion Recent acquisitions of firms like Flagship Wealth Management and Horizon Wealth Management, coupled with investments from Peloton Capital, suggest Trilogy is actively expanding its advisory network, presenting opportunities to partner with or support their growth initiatives.

Innovative Tech Use Utilization of platforms such as Google Cloud, HubSpot Analytics, and AI-driven analytics like Falkon highlights Trilogy’s engagement with cutting-edge technology, opening avenues for sales in advanced financial tech solutions and analytics tools.

Industry Recognition Multiple industry awards and a high-performance work ethic underscore Trilogy’s reputation for excellence, making it a potentially strategic partner for premium financial products, employee engagement tools, and client experience solutions.

Strategic Leadership Key personnel promotions and management focus indicate a forward-looking leadership team, which can be targeted for executive-level partnerships or bespoke financial and strategic consulting services to support their continued growth.

Trilogy Financial Tech Stack

Trilogy Financial uses 8 technology products and services including eMoney, HubSpot Analytics, Google Cloud, and more. Explore Trilogy Financial's tech stack below.

  • eMoney
    Accounting
  • HubSpot Analytics
    Analytics
  • Google Cloud
    Infrastructure As A Service
  • Underscore.js
    Javascript Libraries
  • Elementor
    Page Builders
  • Priority Hints
    Performance
  • Pagely
    Platform As A Service
  • Google Analytics
    Web Analytics

Trilogy Financial's Email Address Formats

Trilogy Financial uses at least 1 format(s):
Trilogy Financial 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's headquarters located?

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Trilogy Financial's main headquarters is located at 2601 Main St, Suite 100 Irvine, California 92614, US. The company has employees across 3 continents, including North AmericaOceaniaEurope.

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

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

What is Trilogy Financial's SIC code NAICS code?

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

How many employees does Trilogy Financial have currently?

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As of October 2025, Trilogy Financial has approximately 179 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's employee directory with LeadIQ.

What industry does Trilogy Financial belong to?

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Trilogy Financial operates in the Financial Services industry.

What technology does Trilogy Financial use?

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Trilogy Financial's tech stack includes eMoneyHubSpot AnalyticsGoogle CloudUnderscore.jsElementorPriority HintsPagelyGoogle Analytics.

What is Trilogy Financial's email format?

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

When was Trilogy Financial founded?

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Trilogy Financial was founded in 1999.

Trilogy Financial

Financial ServicesUnited 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 St, Suite 100 Irvine, California 92614, US
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
51-200

Section iconFunding & Financials

  • $250M$500M

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

Section iconFunding & Financials

  • $250M$500M

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

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