Trinity Pension Consultants
Likely to Engage tag.Highly Engaged Employees

Financial Software · Ohio, United States · 11-50 Employees

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Overview

Headquarters

202 Montrose West Ave Ste 310, Copley, O...

Phone Number

(877) 206-6290

Revenue

$10.8 Million

Industry

Financial Software Software Business Services Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Trinity Pension Consultants

Trinity Pension Consultants is a leading independent third-party administrator (TPA) firm that simplifies complex pension concepts for financial advisors and their clients. They offer a range of services including retirement plan support, financial advisor training, and compliance resources, catering primarily to financial advisors and plan sponsors. With a strong track record of supporting thousands of advisors nationwide and managing 2,000 plans with a 98% retention rate, Trinity is dedicated to providing exceptional service and sustainable retirement solutions. Their resource center also offers continuing education programs and industry insights to help clients navigate the retirement plan landscape.Explore more
Trinity Pension Consultants's Social MediaPopular SearchesTrinity Pension Consultants IncTrinity Pension ConsultantsTrinity PensionPension Consultants IncTrinity Leasing IncSIC Code 63,637NAICS Code 52,523Show more

Trinity Pension Consultants Org Chart

Anthony Warren, Chief Executive Officer at Trinity Pension Consultants
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Chief Executive Officer

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MS
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Chief Operating Officer, Defined Contribution...

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DD
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Partner Chief Operating Officer

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DD
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Partner - Chief Operating Officer

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AM
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Manager, Distributions

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JM
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Manager, Plan Transitions

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RW
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Office Manager

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KA
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Team Leader, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trinity Pension Consultan...

$10.8M
11-50
Private
<$5M
2006
$44.4M
11-50
Private
<$5M
2001
WP
William PressonSenior Manager
$26.7M
11-50
Private
<$5M
1997
AM
Ashley MelloSales Manager, Internal
$21.6M
11-50
Private
<$5M
2006
$5.3M
11-50
Private
<$5M
1999
BP
Bridget PrattRetirement Plan Administrator
<$5M
11-50
Private
-
1986
<$5M
11-50
Private
<$5M
2004
MF
Mark FanningManager, Defined Contribution
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Trinity Pension Consultants is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Trinity Pension Consultants is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Trinity Pension Consultants.

Trinity Pension Consultants financials insights

Gather financial insights about Trinity Pension Consultants, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Trinity Pension Consultants's Financials Insights

Trinity Pension Consultants Tech Stack

A closer look at the technologies used by Trinity Pension Consultants

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Frequently Asked Questions Regarding Trinity Pension Consultants

What is Trinity Pension Consultants's official website?
Trinity Pension Consultants's official website is www.trinitypension.com
What is Trinity Pension Consultants's Revenue?
Trinity Pension Consultants's revenue is $10.8 Million
What is Trinity Pension Consultants's SIC code?
Trinity Pension Consultants's SIC: 63,637
What is Trinity Pension Consultants's NAICS code?
Trinity Pension Consultants's NAICS: 52,523
How many employees does Trinity Pension Consultants have?
Trinity Pension Consultants has 11-50 employees
What industry does Trinity Pension Consultants belong to?
Trinity Pension Consultants is in the industry of: Financial Software, Software, Business Services
What is Trinity Pension Consultants competition?
Trinity Pension Consultants top competitors include: RetirementPlans.com, Hunter Benefits Consulting Group, Compass Retirement Consulting Group, Pinnacle Plan Design
What technology does Trinity Pension Consultants use?
Some of the popular technologies that Trinity Pension Consultants uses are: reCAPTCHA, Microsoft 365, Google Tag Manager, Font Awesome
How do I contact Trinity Pension Consultants?
Trinity Pension Consultants contact info: Phone number: (877) 206-6290 Website: www.trinitypension.com
What does Trinity Pension Consultants do?

Trinity Pension Consultants is a leading independent third-party administrator (TPA) firm that simplifies complex pension concepts for financial advisors and their clients. They offer a range of services including retirement plan support, financial advisor training, and compliance resources, catering primarily to financial advisors and plan sponsor... s. With a strong track record of supporting thousands of advisors nationwide and managing 2,000 plans with a 98% retention rate, Trinity is dedicated to providing exceptional service and sustainable retirement solutions. Their resource center also offers continuing education programs and industry insights to help clients navigate the retirement plan landscape.Read More

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

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