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Trilogy Financial logo — We are more than Financial Planners, We are Life Planners.

Trilogy Financial

We are more than Financial Planners, We are Life Planners.

Founded 1999 United States Irvine, United States 174 employees Private Equity Financial Services, Insurance

General Information

Company Name Trilogy Financial
Founded Year 1999
Location United States Irvine, United States
Employees 174
Industries Financial Services, Insurance
Funding Stage Private Equity
Social

BounceWatch is an independent company data service, not affiliated with Trilogy Financial. To contact Trilogy Financial, visit trilogyfs.com.

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About Trilogy Financial

Trilogy Financial is a financial planning company which has been in operation since 1999. The company prides itself on offering independent financial planning services nationwide, with coast-to-coast branches. Trilogy places a strong emphasis on comprehensive training and support for its representatives and is driven by a strong work ethic and pursuit of excellence, earning both representatives and the company itself top awards in various venues. The last investment in the company was a Private Equity Round investment on 07 March 2024, with the investor being Peloton Capital Management. Trilogy Financial operates in the Financial Services and Insurance industries and is headquartered in the United States. For more information, visit Trilogy Financial Facebook page. It's important to note that Trilogy Financial and its subsidiaries are not affiliated with LPL Financial, and any third-party posts found on their profile do not reflect the views of LPL Financial. While the company strives to provide accurate and complete information, it does not undertake any obligation to update the information contained therein as of any future date.

Taxonomy: financial planning, investments, financial services industry, independent financial planning, registered investment advisor, LPL Financial, Trilogy Financial, comprehensive training program, award-winning, community involvement, life planning, investment advice, registered representatives, support staff

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Private Equity Round Undisclosed 1
Peloton Capital Management
Peloton Capital Management
07 Mar 2024

Trilogy Financial Alternatives & Competitors

Trilogy Financial vs
MONECO Advisors
MONECO Advisors United States

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Private Equity
52 employees
Financial Services, Insurance
Trilogy Financial vs
The Linkous Group
The Linkous Group United States

Investing for Life

4 employees
Financial Services, Insurance
Trilogy Financial vs
Spence Cassidy & Associates, LLC
Spence Cassidy & Associates, LLC United States

Most people have an investment plan, have you ever considered adopting a retirement income plan?

22 employees
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FAQ About Trilogy Financial

We are more than Financial Planners, We are Life Planners.
Trilogy Financial was founded in 1999.
Trilogy Financial is headquartered in Irvine, United States.
Trilogy Financial operates in Financial Services and Insurance. Its work centres on financial planning, investments, financial services industry and independent financial planning.
Trilogy Financial has approximately 174 employees.
Trilogy Financial has completed 1 funding round. The latest funding stage is Private Equity.
Top alternatives and competitors to Trilogy Financial include MONECO Advisors, The Linkous Group, Spence Cassidy & Associates, LLC, AdvisorNet Financial, Herbert Financial Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Trilogy Financial and MONECO Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Trilogy Financial, https://bouncewatch.com/company/trilogy-financial, updated 20 December 2024. When citing, please name BounceWatch and link this page.

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