About Trinity Wealth Partners
Trinity Wealth Partners is a company based in Bedford (Canada) founded in 1981. It operates as a Professional Services. Trinity Wealth Partners offers products and services including Financial Planning, Retirement Income Planning, Insurance, and Estate Planning. Trinity Wealth Partners operates in a competitive market with competitors including Power Corporation of Canada, Senvest Capital, The Bowra Group, Couche-Tard and Plan A Capital, among others.
- Headquarter Bedford, Canada
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Trinity Wealth Partners Inc
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Annual Revenue
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Net Profit
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Trinity Wealth Partners
Trinity Wealth Partners offers a comprehensive portfolio of products and services, including Financial Planning, Retirement Income Planning, Insurance, and Estate Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Comprehensive financial planning is provided for personal goals.
Retirement income strategies are developed for financial security.
Insurance solutions are offered for asset protection needs.
Estate planning services are provided for wealth transfer.
Funding Insights of Trinity Wealth Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Trinity Wealth Partners
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Trinity Wealth Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Trinity Wealth Partners Comparisons
Competitors of Trinity Wealth Partners
Trinity Wealth Partners operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Power Corporation of Canada, Senvest Capital, The Bowra Group, Couche-Tard and Plan A Capital, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Investments are held in financial services and renewable energy sectors.
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Multiple sectors are invested in by this private equity firm.
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Provider of financial advisory services
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A retail chain of convenience stores is operated globally.
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Wind energy-based financial services are provided by Plan A Capital.
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| domain | founded_year | HQ Location |
Provides financial management, investment, retirement, tax, and estate planning services.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Trinity Wealth Partners
When was Trinity Wealth Partners founded?
Trinity Wealth Partners was founded in 1981.
Where is Trinity Wealth Partners located?
Trinity Wealth Partners is headquartered in Bedford, Canada. It is registered at Bedford, Nova Scotia, Canada.
What does Trinity Wealth Partners do?
Comprehensive wealth management services are provided by Trinity Wealth Partners, based in Bedford, Canada. A wide range of solutions, including financial planning, retirement income planning, insurance, and estate planning, are delivered to individuals and families. The focus is placed on building long-term relationships through education, engagement, and empowerment. A unique 360-degree planning process is utilized to tailor solutions to clients specific needs. Socially responsible investing and specialized services like UK pension transfers are also included in the offerings. The firm operates within the financial sector, emphasizing personalized advice and strategic partnerships.
Who are the top competitors of Trinity Wealth Partners?
Trinity Wealth Partners's top competitors include Couche-Tard, Power Corporation of Canada and Senvest Capital.
What products or services does Trinity Wealth Partners offer?
Trinity Wealth Partners offers Financial Planning, Retirement Income Planning, Insurance, and Estate Planning.