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Insights

Acquisition Opportunities Trilogy Financial recently acquired Flagship Wealth Management Group and Horizon Wealth Management. Leveraging these new resources and client bases can unlock cross-selling opportunities for financial planning services.

Investment Partnership Peloton Capital Management invested in Trilogy Financial, signaling confidence in the company's growth potential. Highlighting this partnership can attract similar investors seeking opportunities in the financial services sector.

Technological Investment Trilogy Financial invested in Falkon, a sales analytics platform. Utilizing Falkon's AI capabilities can enhance sales strategies and provide a competitive edge in understanding market trends for targeted sales efforts.

Key Personnel Promotion Jim Young's promotion to managing vice president showcases internal talent growth within Trilogy Financial. Leveraging his expertise can strengthen client relationships and foster new business opportunities.

Market Expansion Potential With a revenue range of $10M - 50M, Trilogy Financial has room for growth and expanding its market presence. Targeting underserved regions or niche markets can drive sales growth and increase brand visibility.

Similar companies to Trilogy Financial

Trilogy Financial Tech Stack

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

  • LiveIntent
    Advertising
  • Facebook Pixel
    Analytics
  • Google Cloud
    Infrastructure As A Service
  • Swiper
    Javascript Libraries
  • core-js
    Javascript Libraries
  • Priority Hints
    Performance
  • Amazon Web Services
    Platform As A Service
  • MediaElement.js
    Video Players

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
85%
FirstLast@trilogyfs.comJohnDoe@trilogyfs.com
7%
Last@trilogyfs.comDoe@trilogyfs.com
5%
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 4 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 September 2024, 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 523920 - Portfolio Management.

How many employees does Trilogy Financial have currently?

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As of September 2024, Trilogy Financial has approximately 176 employees across 4 continents, including North AmericaOceaniaEurope. Key team members include Chief Development Officer (cdo): J. S.Chief Operating Officer: E. P.Vice President Of Wealth Management: M. A. N.. 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 LiveIntentFacebook PixelGoogle CloudSwipercore-jsPriority HintsAmazon Web ServicesMediaElement.js.

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 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 St Suite 100 Irvine, California 92614 US
SIC Code
8742 - Management Consulting Services
NAICS Code
523920 - Portfolio Management
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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