Insights

Rapid Expansion Recent acquisitions of Flagship Wealth Management and Horizon Wealth Management demonstrate Trilogy Financial's aggressive growth strategy, indicating potential opportunities for partnership or technology integration to support their expanding operational infrastructure.

Strong Financial Position With an estimated revenue range of 250 to 500 million dollars and recent capital investments from Peloton Capital, Trilogy is financially robust, showing capacity for investing in innovative financial technologies or advanced consulting services.

Industry Recognition Multiple awards and a national presence highlight Trilogy’s reputation for excellence and competitive positioning, providing opportunities for premium service offerings or branding collaborations to enhance client engagement and retention.

Technology Stack Utilization of modern tools such as Joomla, DocuSign, and Bootstrap suggests openness to adopting advanced technology solutions, creating a market for digital transformation services, cybersecurity enhancements, or CRM integrations tailored to financial advisory firms.

Market Presence Operating across the United States with a sizable employee base and diverse branch network, Trilogy presents an ideal target for scalable SaaS solutions, employee engagement platforms, or strategic consulting to optimize remote advisory channels and operational efficiency.

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?

Minus sign iconPlus sign icon
Trilogy Financial's main headquarters is located at 2601 Main Street Suite 100 Irvine, California 92614 United States. The company has employees across 3 continents, including North AmericaOceaniaEurope.

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

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

What is Trilogy Financial's SIC code NAICS code?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
As of March 2026, Trilogy Financial has approximately 182 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?

Minus sign iconPlus sign icon
Trilogy Financial operates in the Financial Services industry.

What technology does Trilogy Financial use?

Minus sign iconPlus sign icon
Trilogy Financial's tech stack includes eMoneyHubSpot AnalyticsGoogle CloudUnderscore.jsElementorPriority HintsPagelyGoogle Analytics.

What is Trilogy Financial's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Trilogy Financial was founded in 1999.

Trilogy Financial

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 Irvine, California 92614 United States
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

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.