Trilogy Financial
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
2601 Main St Ste 100, Irvine, California...Phone Number
(844) 356-4934Website
www.trilogyfs.comRevenue
$77.3 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
2
2
2
2
4
2
About Trilogy Financial
Founded in 1999, Trilogy Financial is headquartered in Irvine, California. They offer financial services including, retirement planning, wealth and asset management, investment strategies, and more.Explore more
Trilogy Financial Org Chart
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Company Profile Activity
Activity Insights
Trilogy Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Trilogy Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Trilogy Financial.
Trilogy Financial financials insights
Gather financial insights about Trilogy Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
Trilogy Financial Tech Stack
A closer look at the technologies used by Trilogy Financial
Most Recent Scoops
Person-Based
Person-Based
Person-Based
Corporate Strategy
Hiring Plans
Trilogy Financial has more open roles in Operations than it has had at any time in the past 12 months.
Hiring Plans
Person-Based
Trilogy Financial News & Media
People Moves: Mercer Hires Integration Lead, MAI Names Marketing Head
In addition, alts firm New Mountain hired a wealth head, Ascensus named a new CEO and $4 billion RIA Trilogy brought on a head of wealth planning.Trilogy Financial Services Announces Continued Expansion of Leadership Team with Hiring of Amy Kane as Head of Wealth Planning
Industry veteran with 25 years of financial services experience to implement best-in-class wealth management and financial planning solutions to enhance the experience for advisors and clients HUNTINGTON BEACH, Calif., Sept. 30, 2025 /PRNewswire/ -- Trilogy Financial Services (Trilogy), a...Trilogy Capital-Backed SSRG Takes Majority Stake in OHM Security
OHM is an established security systems integrator.Falkon Raises $16M in Funding
Falkon, a Seattle, WA-based sales analytics platform provider, raised $16m in funding. The round, which brought total funding raised to date to $20m, was led by Omers Ventures with participation from Greylock Partners, Trilogy Financial, Flying Fish Partners and Madera Partners. The company intends to use the funds to expand operations, development efforts and its […] The post Falkon Raises $16M in Funding appeared first on FinSMEs.
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Frequently Asked Questions Regarding Trilogy Financial
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Founded in 1999, Trilogy Financial is headquartered in Irvine, California. They offer financial services including, retirement planning, wealth and asset management, investment strategies, and more.... Read More
