Insights

Acquisition Strategy Trilogy Financial recently acquired two financial advisory firms - Flagship Wealth Management and Horizon Wealth Management. This presents a potential sales opportunity by expanding the client base and reaching new markets.

Investment Partnership Peloton Capital Management has invested in Trilogy Financial. This partnership can lead to networking opportunities and referrals from Peloton's client portfolio, enhancing sales prospects.

Funding Expansion Trilogy Financial invested $16M in Falkon, a sales analytics platform. Leveraging this investment, Trilogy can explore cross-selling opportunities to Falkon clients, driving additional revenue streams.

Promotion Impact Jim Young's promotion to managing vice president reflects internal growth within Trilogy Financial. This presents a chance to engage with existing clients at a higher leadership level, potentially increasing sales through enhanced relationships.

Competitive Landscape By analyzing similar companies like Atlantic Union Bank and Columbia Bank, Trilogy Financial can identify market gaps and differentiation points to tailor sales strategies effectively and gain a competitive edge.

Trilogy Financial Tech Stack

Trilogy Financial uses 8 technology products and services including ClickCease, Facebook Pixel, Google Cloud, and more. Explore Trilogy Financial's tech stack below.

  • ClickCease
    Ad Verification And Optimization
  • Facebook Pixel
    Analytics
  • Google Cloud
    Infrastructure As A Service
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Pagely
    Platform As A Service
  • PHP
    Programming Languages
  • 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.

How much revenue does Trilogy Financial generate?

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As of June 2025, Trilogy Financial's annual revenue reached $15M.

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 June 2025, Trilogy Financial has approximately 175 employees across 3 continents, including North AmericaOceaniaEurope. Key team members include Chief Investment Officer: M. J. S.Chief Development Officer: J. I.Chief Operating Officer: E. P.. 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 ClickCeaseFacebook PixelGoogle CloudjQuery MigratejQueryPagelyPHPGoogle Analytics.

What is Trilogy Financial's email format?

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Trilogy Financial's email format typically follows the pattern of . 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

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

  • $10M$50M

    Trilogy Financial's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Trilogy Financial's revenue is in the range of $10M$50M

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