About Trilogy Financial
Trilogy Financial is a Financial Services company based in Huntington Beach (United States) founded in 1999. Investment and financial management services are provided to clients. Trilogy Financial has completed 2 acquisitions, including E.F. Heagen & Associates and Mandichak Investment Retirement & Estate Planning. Trilogy Financial offers products and services including Financial Coaching, Personalized Plans, and Client Portal. Its focus areas include Asset Management and Diversified. Its legal entity is TRILOGY FINANCIAL SERVICES, INC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Trilogy Financial was established in 1999 in Huntington Beach, United States. Financial services, including investment management, are offered through its operations. The company focuses on wealth advisory and portfolio oversight within the financial sector. Services are delivered to individuals and businesses across the region, with an emphasis on compliance and strategic planning. The domain trilogyfs.com supports online access to resources and client interactions.
- Headquarters Huntington Beach, United States
- SectorsFinancial Services
- Website trilogyfs.com
- Social LinkedIn Facebook
- Legal Name Trilogy Financial Services, Inc.
- Investors
- Investments & AcquisitionsE.F. Heagen & Associates
& 1 more
Products & Services of Trilogy Financial
Trilogy Financial offers a comprehensive portfolio of products and services, including Financial Coaching, Personalized Plans, and Client Portal.
One-on-one guidance for achieving financial goals and success.
Customized strategies for retirement and wealth building needs.
Secure access for managing financial accounts and documents.
Funding Insights of Trilogy Financial
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Trilogy Financial with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2024 | Private Equity Round | – | Peloton Capital Management | – |
1 investors in total: 1 institutional.
Investors in Trilogy Financial
Trilogy Financial has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Peloton Capital Management.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Peloton Capital Management is engaged in private equity investments. | pelotoncapitalmanagement.com | Toronto, Canada |
Investor details for Trilogy Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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People of Trilogy Financial
36 people are tracked at Trilogy Financial (18 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
Jason Inglis | Chief Development Officer | Leadership |
Cfp® Gary Sussman | Vice President Of Wealth Management | Leadership |
Todd Gurvis | Vice President Of Wealth Management | Leadership |
Derrick Blanchette | VP Of Wealth Planning | Leadership |
Nathan Brown | Senior VP Of Wealth Planning | Leadership |
Joshua Henrikson | Director Of Technology | Leadership |
Jeff Motske | CEO and President | Leadership |
Michael Fibiger | VP Of Wealth Planning | Leadership |
Diane Powell Zing | Vice President Of Wealth Management | Leadership |
Eric Perkins | Chief Operating Officer | Leadership |
Aif® Cepa Windus Fernandez Brinkkord | Senior Vice President Of Wealth Planning | Leadership |
Chris Molony | Senior Vice President Of Wealth Planning | Leadership |
Mike Broker | Executive Vice President | Leadership |
Cfp® Jeffrey Hackbarth | Senior Vice President | Leadership |
Kevin MacKintosh | Executive Vice President | Leadership |
Heather Klutznick | Vice President Of Investments | Leadership |
Toshia Palacios | Human Resources Director | Leadership |
Gonzalo de León Plata | Managing Vice President | Leadership |
Dale Sarpard | Financial Planner | Team |
Godfrey Griffin | Financial Executive | Team |
16 more people are available in the full profile.
Complete people profiles for Trilogy Financial
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- Team structure
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- Professional contacts
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Investments & Acquisitions by Trilogy Financial
Trilogy Financial has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include E.F. Heagen & Associates and Mandichak Investment Retirement & Estate Planning.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Asset management, real estate, and financial services are provided. | mandichak.com | Laguna Niguel, United States | 2008 | Aug 2022 | •••• | |
Wealth management, retirement planning, and financial strategy services are provided. | efheagen.com | San Juan Capistrano, United States | 1984 | Aug 2022 | •••• |
Complete acquisition details for Trilogy Financial
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- Acquired stakes
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- Exports
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Timeline of Trilogy Financial
4 dated milestones of Trilogy Financial across 25 years, from founding to its latest funding, stage changes and deals.
- Founded Trilogy Financial is founded.
- Acquisition Acquires Mandichak Investment Retirement & Estate Planning.
- Acquisition Acquires E.F. Heagen & Associates.
- Funding First funding round.
Competitors of Trilogy Financial
Trilogy Financial has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Trilogy Financial
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- Full competitor set
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Web traffic of Trilogy Financial
The website of Trilogy Financial (trilogyfs.com) receives about 5.4K visits a month.
- Monthly visits5.4K
▼ 14.5% vs previous month
Websites whose visitors overlap most with Trilogy Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| purefinancial.com | 100% | 14.8K | #1,591,272 | View details | |
| farther.com | 93% | 73.9K | #508,417 | View details | |
stjeanscu.com | stjeanscu.com | 91% | #1,264,653 | – | |
ecabot.com | ecabot.com | 91% | #10,581,590 | – | |
| investmentnews.com | 71% | 203.7K | #283,737 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for Trilogy Financial
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- 9 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Trilogy Financial (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Trilogy Financial
Complete news archive for Trilogy Financial
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Frequently Asked Questions about Trilogy Financial
Trilogy Financial was founded in 1999 and raised its 1st funding round 25 years after it was founded.
Trilogy Financial is headquartered in Huntington Beach, United States. It is registered at Huntington Beach, California, United States.
Trilogy Financial was established in 1999 in Huntington Beach, United States. Financial services, including investment management, are offered through its operations. The company focuses on wealth advisory and portfolio oversight within the financial sector. Services are delivered to individuals and businesses across the region, with an emphasis on compliance and strategic planning. The domain trilogyfs.com supports online access to resources and client interactions.
Trilogy Financial's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Trilogy Financial offers Financial Coaching, Personalized Plans, and Client Portal.
Trilogy Financial has made 2 acquisitions, including E.F. Heagen & Associates, and Mandichak Investment Retirement & Estate Planning.
Trilogy Financial has 1 investor. Key investors include Peloton Capital Management.
Trilogy Financial operates through Trilogy Financial Services, Inc..