Triumph Wealth Management

Finance · Wisconsin, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

1241 John Q Hammons Dr Ste 501, Madison,...

Phone Number

(608) 828-4400

Revenue

$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Triumph Wealth Management

Triumph Wealth Management specializes in providing advanced financial planning and wealth management services tailored for ultra-affluent individuals, families, business owners, and executives. Their offerings include investment strategies, retirement planning, estate and trust strategies, and philanthropic advisory, all designed to help clients achieve financial clarity and control. With a focus on legacy planning and business succession, they aim to unify complex financial needs into a cohesive strategy. The firm is dedicated to empowering clients to build a life of significance through trusted partnerships and personalized service.Explore more
Triumph Wealth Management's Social MediaPopular SearchesTriumph Wealth Management LLCTriumph Wealth ManagementTriumph Business Advisors LLCTriumph WealthTriumphwealthSIC Code 62,628NAICS Code 52,523Show more

Triumph Wealth Management Org Chart

Nathaniel Brinkman, President, Chief Executive Officer & Founder at Triumph Wealth Management
United States flag for contact location.

President, Chief Executive Officer & Founder

PhoneEmail
MG
United States flag for contact location.

Vice President, Operations

PhoneEmail
ZM
United States flag for contact location.

Vice President

PhoneEmail

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

Executive Operations Associate

PhoneEmail
TA
United States flag for contact location.

Executive Coordinator

PhoneEmail

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

Is Triumph Wealth Management 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 Triumph Wealth Management

Compare insights from companies similar to Triumph Wealth Management, 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

Triumph Wealth Management

$5M
11-50
Private
-
2015
Nathaniel Brinkman, President, Chief Executive Officer & Founder at Triumph Wealth Management
Nathaniel BrinkmanPresident, CEO & Founder
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
1984
KP
Kathryn PfeltzChief Operating Offier
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1901
ME
Michael EnrightBusiness Development Manager, Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Triumph Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Triumph Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Triumph Wealth Management.

Triumph Wealth Management Tech Stack

A closer look at the technologies used by Triumph Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Triumph Wealth Management

What is Triumph Wealth Management's official website?
Triumph Wealth Management's official website is www.triumphwealth.com
What is Triumph Wealth Management's Revenue?
Triumph Wealth Management's revenue is $5 Million
What is Triumph Wealth Management's SIC code?
Triumph Wealth Management's SIC: 62,628
What is Triumph Wealth Management's NAICS code?
Triumph Wealth Management's NAICS: 52,523
How many employees does Triumph Wealth Management have?
Triumph Wealth Management has 11-50 employees
What industry does Triumph Wealth Management belong to?
Triumph Wealth Management is in the industry of: Finance, Securities Trading
What is Triumph Wealth Management competition?
Triumph Wealth Management top competitors include: Boston Retirement Group, EPG Services, Westex Investment Services, Stephen Napier
What technology does Triumph Wealth Management use?
Some of the popular technologies that Triumph Wealth Management uses are: WordPress.org, PHP, Proofpoint, Adobe Typekit
How do I contact Triumph Wealth Management?
Triumph Wealth Management contact info: Phone number: (608) 828-4400 Website: www.triumphwealth.com
What does Triumph Wealth Management do?

Triumph Wealth Management specializes in providing advanced financial planning and wealth management services tailored for ultra-affluent individuals, families, business owners, and executives. Their offerings include investment strategies, retirement planning, estate and trust strategies, and philanthropic advisory, all designed to help clients ac... hieve financial clarity and control. With a focus on legacy planning and business succession, they aim to unify complex financial needs into a cohesive strategy. The firm is dedicated to empowering clients to build a life of significance through trusted partnerships and personalized service.Read More

What are Triumph Wealth Management social media links?
Triumph Wealth Management Linkedin page Triumph Wealth Management Twitter page Triumph Wealth Management Facebook page
Is Triumph Wealth Management a public company?
Triumph Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Triumph Wealth Management

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.