Insights

Niche Market Focus Trinity Brokerage specializes in serving the under-supported middle market segment, presenting an opportunity to offer tailored insurance, investment, and employee benefits solutions to clients who may be overlooked by larger providers.

Comprehensive Service Offering The company's holistic approach integrates insurance, investments, and employee benefits, allowing cross-selling of linked financial products and services to existing clients seeking integrated financial planning support.

Boutique Service Model Trinity's emphasis on boutique-like, cost-effective service positions it well for personal consulting and relationship-based sales, appealing to small and mid-sized businesses that value customized attention.

Technology Utilization The company's use of advanced technology tools for human resources and plan administration creates opportunities to upsell and cross-sell digital solutions, enhancing client engagement and operational efficiency.

Growth Potential With a revenue range of 10 to 25 million dollars and a focus on under-served customers, Trinity presents potential upsell opportunities for expanding existing client accounts and attracting new clients within similar target segments.

Trinity Brokerage Inc. Tech Stack

Media & News

Trinity Brokerage Inc.'s Email Address Formats

Trinity Brokerage Inc. uses at least 1 format(s):
Trinity Brokerage Inc. Email FormatsExamplePercentage

Frequently Asked Questions

Where is Trinity Brokerage Inc.'s headquarters located?

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Trinity Brokerage Inc.'s main headquarters is located at 1001 Avenue of The Americas Suite 1000 New York, New York 10018 United States. The company has employees across 1 continents, including North America.

What is Trinity Brokerage Inc.'s phone number?

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You can contact Trinity Brokerage Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Trinity Brokerage Inc.'s official website and social media links?

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Trinity Brokerage Inc.'s official website is trinity-brokerage.com and has social profiles on LinkedIn.

What is Trinity Brokerage Inc.'s SIC code NAICS code?

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Trinity Brokerage Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Trinity Brokerage Inc. have currently?

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As of February 2026, Trinity Brokerage Inc. has approximately 2 employees across 1 continents, including North America. Key team members include President: R. K.Insurance Investments Benefits: J. M.. Explore Trinity Brokerage Inc.'s employee directory with LeadIQ.

What industry does Trinity Brokerage Inc. belong to?

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Trinity Brokerage Inc. operates in the Insurance industry.

When was Trinity Brokerage Inc. founded?

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Trinity Brokerage Inc. was founded in 2009.

Trinity Brokerage Inc.

InsuranceNew York, United States2-10 Employees

Trinity Brokerage is an independent firm focused on the under-served 'middle market.' We deliver expertise in three disciplines; Insurance, Investments and Employee/Executive Benefits. 

Trinity Brokerage provides an alternative to those who feel under-served by our larger competitors. Trinity was founded on the basic principles of providing boutique-like service & cost-effective solutions for your insurance, investment and employee benefits needs. Trinity Brokerage is able to offer a variety of insurance, investment and employee benefits plans. 

At Trinity Brokerage, we believe in a holistic approach to planning for your insurance, investment and employee benefits needs. Addressing one area without addressing the others is a mistake a lot of businesses make. The 'Trinity' - Insurance, Investments and Employee Benefits provides an ideal and linked platform from which to manage your program offerings.

We specialize in evaluating, negotiating with, and recommending insurers and providers to our clients, and we employ rigorous selection criteria and performance objectives when considering a vendor. We also offer a variety of other Professional Services, including, policy audits, claims data analysis services, project consulting, safety and risk control, plan administration and legislative compliance assistance, custom communication services, and technology-based human resources tools.

Section iconCompany Overview

Headquarters
1001 Avenue of The Americas Suite 1000 New York, New York 10018 United States
Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2009
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Trinity Brokerage Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Trinity Brokerage Inc.'s revenue is estimated to be in the range of $10M$25M

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