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Trilogy Insurance & Financial Services Employee Directory

Financial ServicesTexas, United States0-1 Employees

Trilogy Insurance & Financial Services serves large brokerages and insurers by helping improve the performance of their producer distribution channels. It operates as a division of Trilogy Software, benefiting from the resources of one of the world’s largest privately held software companies, and is based in Austin, Texas.

Its software portfolio rests on patented technology recognized as an industry leader by Gartner Group, and the business is led by Joe Kelley, CLU, ChFC, a former Chairman and CEO of American General Life and Accident. The company sits within the financial services industry, focusing on improving the producer channel for insurers and brokerages. The organization appears to be a very small operation.

Find Trilogy Insurance & Financial Services employees' phone numbers or email addresses

Trilogy Insurance & Financial Services Global Highlights

Location
Employees

North America
100

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  • United States Of America
    100

Trilogy Insurance & Financial Services's Leadership

  • Vice President Of Wealth Management - Trilogy Financial at Trilogy Insurance & Financial Services
    A. G.
    Vice President Of Wealth Management - Trilogy Financial
    Mobile Phone
  • Vice President Of Wealth Planning at Trilogy Insurance & Financial Services
    C. M.
    Vice President Of Wealth Planning
    Mobile Phone
  • Vice President Client Services at Trilogy Insurance & Financial Services
    L. M.
    Vice President Client Services
    Mobile Phone
  • Vice President Of Wealth Management at Trilogy Insurance & Financial Services
    M. N.
    Vice President Of Wealth Management
    Mobile Phone
  • President And Financial Advisor at Trilogy Insurance & Financial Services
    M. F.
    President And Financial Advisor
    Mobile Phone
  • Senior Vice President Of Wealth Management at Trilogy Insurance & Financial Services
    C. B.
    Senior Vice President Of Wealth Management
    Mobile Phone
  • Senior Vice President Of Wealth Planning at Trilogy Insurance & Financial Services
    E. A.
    Senior Vice President Of Wealth Planning
    Mobile Phone
  • Senior Vice President Of Wealth Management at Trilogy Insurance & Financial Services
    K. T.
    Senior Vice President Of Wealth Management
    Mobile Phone

Contact profiles from Trilogy Insurance & Financial Services

Name
Title
Contact
Location
Last Update
  • Field Tech Specialist at Trilogy Insurance & Financial Services
    M. O.
    Field Tech Specialist
    Mobile Phone
    Jul 04, 2025
  • Executive at Trilogy Insurance & Financial Services
    M. P.
    Executive
    Mobile Phone
    Oct 18, 2024
  • Financial Professional at Trilogy Insurance & Financial Services
    M. V.
    Financial Professional
    Mobile Phone
    Oct 17, 2024
  • Executive at Trilogy Insurance & Financial Services
    O. M.
    Executive
    Mobile Phone
    Oct 17, 2024
  • Host at Trilogy Insurance & Financial Services
    P. C.
    Host
    Mobile Phone
    Oct 16, 2024
  • Investment Executive at Trilogy Insurance & Financial Services
    P. T.
    Investment Executive
    Mobile Phone
    Oct 21, 2024
  • Personnel Hiring Coordinator at Trilogy Insurance & Financial Services
    R. M.
    Personnel Hiring Coordinator
    Mobile Phone
    Oct 21, 2024
  • Wealth Management Advisor at Trilogy Insurance & Financial Services
    R. S.
    Wealth Management Advisor
    Mobile Phone
    Oct 21, 2024
  • Financial Advisor at Trilogy Insurance & Financial Services
    R. K.
    Financial Advisor
    Mobile Phone
    Oct 23, 2024
  • Operations Administrator at Trilogy Insurance & Financial Services
    S. P.
    Operations Administrator
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Trilogy Insurance & Financial Services known for?

Minus sign iconPlus sign iconTrilogy Insurance & Financial Services was founded in 1998 and operates in the Financial Services industry. You can contact Trilogy Insurance & Financial Services's main corporate office by phone at
+1-512-874-****
. Explore Trilogy Insurance & Financial Services's company overview page for more information.

What is Trilogy Insurance & Financial Services's most common email format?

Minus sign iconPlus sign iconTrilogy Insurance & Financial Services employees' email format typically follows the pattern of First.Last@trilogyfs.com. Trying to find reliable and up-to-date employee contact data? Find more Trilogy Insurance & Financial Services email formats with LeadIQ.

How many employees does Trilogy Insurance & Financial Services have currently?

Minus sign iconPlus sign iconTrilogy Insurance & Financial Services has approximately 1 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Trilogy Insurance & Financial Services's key employees and leadership?

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As of October 2026, Trilogy Insurance & Financial Services's key employees include:

  • Vice President Of Wealth Management - Trilogy Financial: A. G.
  • Vice President Of Wealth Planning: C. M.
  • Vice President Client Services: L. M.
  • Vice President Of Wealth Management: M. N.
  • President And Financial Advisor: M. F.

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