TRILOGY FINANCIAL SERVICES

Written By Amy Quelch
 

SECTOR: Wealth Management

INVESTMENT YEAR: 2024

STATUS: Current

FOUNDER & CEO: Jeff Motske

About

Trilogy Financial Services was founded in 1999 by Jeff Motske and Kevin Mackintosh with the goal of enabling financial advisors to better serve their clients and to help everyday Americans gain financial independence. Trilogy has built multi-generational advisor teams to support clients and provide them with a trusted team for generations. Trilogy has over 120 advisors and support professionals across nine offices from coast to coast.

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In The News

Featured
PELOTON CAPITAL MANAGEMENT INVESTS IN TRILOGY FINANCIAL SERVICES

Trilogy Financial Services (Trilogy), an Irvine, California-based national, full-service financial planning and wealth advisory firm, today announced a strategic investment by Peloton Capital Management (PCM), a Toronto, Canada-based private equity firm with a long-term investment philosophy.

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Amy Quelch
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