Triad Partners

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

View Company Info for Free

Overview

Headquarters

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

Phone Number

(785) 830-0000

Revenue

<$5 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
2
1
1

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 MediaPopular SearchesTriad PartnersTriad Partners LLCSIC Code 87,874NAICS Code 54,541Show more

Triad Partners Org Chart

PhoneEmail
Derek Sullivan, Chief Financial Officer at Triad Partners
United States flag for contact location.

Chief Financial Officer

PhoneEmail
Quin Kilgore, Chief Technology Officer at Triad Partners
United States flag for contact location.

Chief Technology Officer

PhoneEmail
Jessica Daniels, Chief Operating Officer at Triad Partners
United States flag for contact location.

Chief Operating Officer

PhoneEmail
JR
United States flag for contact location.

President, Life Insurance

PhoneEmail
Scott Rinehart, President & Wealth Chief & Triad Wealth Partners Officer at Triad Partners
United States flag for contact location.

President & Wealth Chief & Triad Wealth Partn...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
BC
United States flag for contact location.

Chief Investment Officer, Triad Wealth Partne...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Triad Partners your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

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
ML
McKayla LanghillRelationship Manager
<$5M
1-10
Private
-
-
JR
Jenna RileyFinancial Advisor
<$5M
1-10
Private
-
-
LF
Lori FloodAdvisor Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Triad Partners is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Triad Partners is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Triad Partners.

Triad Partners Tech Stack

A closer look at the technologies used by Triad Partners

Most Recent Scoops

Hiring Plans
Triad Partners has more open roles in Operations than it has had at any time in the past 9 months. Areas of expertise include: Process Improvement, Operational Excellence, Cross-Functional Collaboration, Project Collaboration, and Salesforce.
Hiring Plans
Open Position
New Hire
Executive Move
Executive Moves, New Hire
Hiring Plans
Triad Partners has more open roles in Operations than it has had at any time in the past 12 months. Technologies mentioned include: Remote with an increased focus that include Project Collaboration, and experience with PaperWorks, and Data Entry.
Hiring Plans
New Hire
Executive Move
Executive Moves, New Hire
See more scoops

Triad Partners News & Media

Read more news

Top Business Services Companies

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: Microsoft 365, Salesforce, Microsoft Excel
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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.