Tricio Investment Advisors Revenue

Financial Services • London, England, United Kingdom • 11-20 Employees

Tricio Investment Advisors revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Key Contacts at Tricio Investment Advisors

James Chu

Founding Director

Gerry Celaya

Director And Chief Strategist

John Calverley

Founding Director And Chief Economist

Company overview

Headquarters	London, England, United Kingdom
Phone number	+442038555830
Website	tricio-advisors.com
NAICS	52
Keywords	Equities, Risk Management, Alternative Investments, Currencies, Commodities, Asset Allocation, Investment Strategies, Fixed Income, ESG, Macroeconomics, DFM, Investment Funds, Structured Products, Investment Research, Model Portfolios, Income Strategies, Investment Committee, Product Research And Selection, Thematic Investments, Multi-Asset Strategies
Founded	2020
Employees	11-20
Socials

Tricio Investment Advisors Email Formats

Tricio Investment Advisors uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@tricio-advisors.com), used 66.7% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@tricio-advisors.com	66.7%
{first initial}.{last name}	j.doe@tricio-advisors.com	33.3%

About Tricio Investment Advisors

Tricio Investment Advisors Ltd. was founded by three highly experienced investment specialists who used to work with different financial institutions: from banks like HSBC, American Express and Standard Chartered to boutique wealth managers and specialist fund managers. Based on the "investment buddies" experience and service we provided clients across multi-asset classes globally, Tricio is set up to provide high-quality, independent and, above all, personalised investment support for professional wealth managers, investment teams and advisers. Tricio is committed to listen carefully to clients’ needs, and to be straight-talking and clear in our answers and suggestions. By working closely with you and understanding your investment philosophy and process we can help you add value for your clients. Our advice is independent: we are not tied to any product or service provider. We believe achieving successful investment outcomes requires discipline, a relentless focus on quality and a strong international orientation. The three founding directors of Tricio have global experience and wealth of knowledge on different types of investments, including stocks, bonds, foreign exchange, commodities, funds, ETFs, alternative investments, structured products, DFM and model portfolios. We frequently present in conferences and lead training courses. Please visit our website and find out more about us, and see how we can help you and your clients build investments.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Founder/Owner

Director

Employees by Department

Tricio Investment Advisors has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Tricio Investment Advisors has never raised funding before.

Tricio Investment Advisors Tech Stack

Discover the technologies and tools that power Tricio Investment Advisors's digital infrastructure, from frameworks to analytics platforms.

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Microsoft 365

Frequently asked questions

Tricio Investment Advisors is located in London, England, GB.

You can reach Tricio Investment Advisors at +442038555830.

Tricio Investment Advisors generates an estimated annual revenue of $1,026,660. This revenue figure reflects the company's market position and business performance in its industry.

Tricio Investment Advisors has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Tricio Investment Advisors was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Tricio Investment Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.