What departments does Trivium Point have?

Trivium Point has employees across 5 departments including Operations, Customer Success, Analytics, Finance, Banking.

What is the largest department at Trivium Point?

The largest department at Trivium Point is Customer Success with 3 employees.

Where are Trivium Point employees located globally?

Trivium Point has employees across 1 continents and 1 countries including United States Of America.

How has Trivium Point's team size changed over time?

Trivium Point's team has grown from approximately 28 to 31 employees based on available data.

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Trivium Point Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

Trivium Point is a financial services firm based in Westport, Connecticut. It serves executive leaders and proven entrepreneurs who seek to expand financial opportunity while confronting greater risk and complexity. The firm combines financial decisions into a cohesive wealth strategy tailored for business owners and executives, drawing on in-house technical experts to support implementation.

Securities and advisory services are offered through LPL Financial, with Trivium Point Advisory and LPL Financial operating as separate entities. Tax and accounting services are provided by Trivium Point Advisory LLC. In January 2024, the firm expanded its tax and accounting capabilities through the merger with Lyons & Lyons, CPAs, broadening its offerings to accompany its wealth management and financial planning services.

Trivium Point Global Highlights

North America
46

United States Of America
46

Trivium Point's Leadership

J. O.
Director Of Wealth Operations
Mobile Phone
Email
L. B.
Relationship Manager
Mobile Phone
Email
A. H.
Relationship Manager & Financial Analyst
Mobile Phone
Email
F. M.
Relationship Manager
Mobile Phone
Email
J. M.
Relationship Manager
Mobile Phone
Email
J. A. T.
Senior Financial Planner
Mobile Phone
Email
J. S.
Senior Financial Planner Investment Advisor Representative Lpl
Mobile Phone
Email
A. A.
Compliance & Operations Administrator
Mobile Phone
Email

Trivium Point Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Finance
Accounting
Other
Sales

Contact profiles from Trivium Point

Name

Title

Contact

Location

Last Update

K. F.
Service Associate
Mobile Phone
Email
Sep 30, 2024

Frequently Asked Questions

What is Trivium Point known for?

Trivium Point operates in the Financial Services industry. Explore Trivium Point's company overview page for more information.

What is Trivium Point's most common email format?

Trivium Point employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Trivium Point email formats with LeadIQ.

How many employees does Trivium Point have currently?

Trivium Point has approximately 35 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Trivium Point's key employees and leadership?

As of August 2026, Trivium Point's key employees include:

Director Of Wealth Operations: J. O.
Relationship Manager: L. B.
Relationship Manager & Financial Analyst: A. H.
Relationship Manager: F. M.
Relationship Manager: J. M.

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Trivium Point Employee Directory

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