Triad Partners

Business Services · Kansas, United States · 11-50 Employees

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Overview

Headquarters

730 New Hampshire St Ste 222, Lawrence, ...

Phone Number

(785) 830-0000

Revenue

<$5 Million

Industry

Business Services Project Management

About Triad Partners

Triad Partners is a movement aimed at transforming the financial services industry by empowering elite financial advisors to redefine success. Founded in 2020, the company focuses on helping advisors escape the burnout model and achieve both business success and personal fulfillment. Through a member network of top-tier advisors and a dedicated team of business development experts, Triad fosters a community-oriented culture that emphasizes collaboration and growth. Their industry-first experiences and resources are designed to enhance brand awareness and engagement among members.Explore more
Triad Partners's Social MediaSIC Code 87,874NAICS Code 54,541Show more

Triad Partners Org Chart

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Derek Sullivan, Chief Financial Officer at Triad Partners
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Chief Financial Officer

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Quin Kilgore, Chief Technology Officer at Triad Partners
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Chief Technology Officer

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Jessica Daniels, Chief Operating Officer at Triad Partners
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Chief Operating Officer

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JR
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President, Life Insurance

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Chief Investment Officer, Triad Wealth Partne...

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Compare Similar Companies to Triad Partners

Compare insights from companies similar to Triad Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Triad Partners

<$5M
11-50
Private
-
2021
Derek Sullivan, Chief Financial Officer at Triad Partners
Derek SullivanChief Financial Officer
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
<$5M
1-10
Private
<$5M
2011
ND
Nikki DubeRelationship Manager
<$5M
1-10
Private
-
-
JR
Jenna RileyFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
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Triad Partners Tech Stack

A closer look at the technologies used by Triad Partners

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Frequently Asked Questions Regarding Triad Partners

What is Triad Partners's official website?
Triad Partners's official website is www.triadpartners.com
What is Triad Partners's Revenue?
Triad Partners's revenue is <$5 Million
What is Triad Partners's SIC code?
Triad Partners's SIC: 87,874
What is Triad Partners's NAICS code?
Triad Partners's NAICS: 54,541
How many employees does Triad Partners have?
Triad Partners has 11-50 employees
What industry does Triad Partners belong to?
Triad Partners is in the industry of: Business Services, Project Management
What is Triad Partners competition?
Triad Partners top competitors include: Fee-Only Financial Advisors, Etiquette Financial Partners, Riley Planning and Investments, H&T Capital Advisor Group
What technology does Triad Partners use?
Some of the popular technologies that Triad Partners uses are: Cisco Meraki, YouTube, SAP Concur, Microsoft 365
Who is the CFO of Triad Partners?
Triad Partners's CFO is Derek Sullivan
Who is the CTO of Triad Partners?
Triad Partners's CTO is Quin Kilgore
How do I contact Triad Partners?
Triad Partners contact info: Phone number: (785) 830-0000 Website: www.triadpartners.com
What does Triad Partners do?

Triad Partners is a movement aimed at transforming the financial services industry by empowering elite financial advisors to redefine success. Founded in 2020, the company focuses on helping advisors escape the burnout model and achieve both business success and personal fulfillment. Through a member network of top-tier advisors and a dedicated tea... m of business development experts, Triad fosters a community-oriented culture that emphasizes collaboration and growth. Their industry-first experiences and resources are designed to enhance brand awareness and engagement among members.Read More

What are Triad Partners social media links?
Triad Partners Linkedin page
Is Triad Partners a public company?
Triad Partners is private company therefore does not currently have an official ticker symbol
See more information about Triad Partners

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