Trilogy Financial Services Overview
- Year Founded
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1999
- Status
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Private
- Employees
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180
- Latest Deal Type
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PE Growth
- Financing Rounds
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1
- Investments
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6
Trilogy Financial Services General Information
Description
Provider of financial planning services intended to serve clients across the United States. The company provides wealth and asset management services, retirement planning, estate planning strategies, and insurance services, thereby enabling clients to gain financial independence.
Contact Information
Website
www.trilogyfs.comCorporate Office
- 2601 Main Street
- Suite 100
- Irvine, CA 92614
- United States
Corporate Office
- 2601 Main Street
- Suite 100
- Irvine, CA 92614
- United States
Trilogy Financial Services Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Trilogy Financial Services Comparisons
Industry
Financing
Details
Trilogy Financial Services Competitors (10)
One of Trilogy Financial Services’s 10 competitors is Cabana Asset Management, a Corporate Backed or Acquired company based in Fayetteville, AR.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Cabana Asset Management | Corporate Backed or Acquired | Fayetteville, AR | ||||
| Hightower Advisors | Private Equity-Backed | Chicago, IL | ||||
| Kestra Financial | Private Equity-Backed | Austin, TX | ||||
| Volunteers Financial Services | Corporation | Yardley, PA | ||||
| Plancorp | Private Equity-Backed | Saint Louis, MO |
Trilogy Financial Services Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Trilogy Financial Services Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Trilogy Financial Services Investments & Acquisitions (6)
Trilogy Financial Services’s most recent deal was a Buyout/LBO with Mountain Capital Investment Advisors. The deal was made on 08-Oct-2026.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Mountain Capital Investment Advisors | 08-Oct-2026 | Buyout/LBO | Other Financial Services | ||
| Horizon Wealth Management | 07-Mar-2024 | Buyout/LBO | Asset Management | ||
| Flagship Wealth Management | 01-Feb-2024 | Buyout/LBO | Asset Management | ||
| E.F. Heagan & Associates | 19-Aug-2022 | Merger/Acquisition | Other Financial Services | ||
| Mandichak Investment Retirement & Estate Planning | 19-Aug-2022 | Merger/Acquisition | Consulting Services (B2B) |
Trilogy Financial Services Exits (1)
Trilogy Financial Services’s most recent exit was on 08-Aug-2022 from Falkon (Business/Productivity Software). The exit was categorized as with 6 buyers.
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Falkon (Business/Productivity Software) | 08-Aug-2022 | Completed |
|
Trilogy Financial Services Affiliates
Subsidiaries (2)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Mountain Capital Investment Advisors | Denver, CO | 2011 | |
| Horizon Wealth Management | Westlake Village, CA |
Trilogy Financial Services FAQs
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When was Trilogy Financial Services founded?
Trilogy Financial Services was founded in 1999.
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Where is Trilogy Financial Services headquartered?
Trilogy Financial Services is headquartered in Irvine, CA.
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What is the size of Trilogy Financial Services?
Trilogy Financial Services has 180 total employees.
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What industry is Trilogy Financial Services in?
Trilogy Financial Services’s primary industry is Other Financial Services.
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Is Trilogy Financial Services a private or public company?
Trilogy Financial Services is a Private company.
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What is Trilogy Financial Services’s current revenue?
The current revenue for Trilogy Financial Services is .
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Who are Trilogy Financial Services’s investors?
Peloton Capital Management has invested in Trilogy Financial Services.
-
Who are Trilogy Financial Services’s competitors?
Cabana Asset Management, Hightower Advisors, Kestra Financial, Volunteers Financial Services, and Plancorp are some of the 10 competitors of Trilogy Financial Services.
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