Trinity Financial Partners Revenue
Financial Services • 
Berwyn, Pennsylvania, United States • 11-20 Employees
Trinity Financial Partners revenue & valuation
| Annual revenue | $1,539,990 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,000,000 |
| Total funding | No funding |
Key Contact at Trinity Financial Partners
Chris Gleeson
Founder Emeritus
Company overview
| Headquarters | 1189 Lancaster Ave, Suite 101, Berwyn, Pennsylvania 19312, US |
| Phone number | +18666376949 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Services, Comprehensive Financial Planning, Asset Management, Corporate Benefits, Advanced Estate Planning |
| Founded | 2000 |
| Employees | 11-20 |
| Socials |
Trinity Financial Partners Email Formats
Trinity Financial Partners uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@trinityfp.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@trinityfp.com | 75% |
{first initial}{last name}{last name} | jdoedoe@trinityfp.com | 25% |
About Trinity Financial Partners
Welcome to Trinity Financial Partners, where we are helping families and businesses multiply, manage and enjoy wealth. We are an Independent financial advisory firm focused on Comprehensive planning to include investment management, retirement planning, education planning, estate planning, insurance planning (life, disability and long term care), and charitable giving. View our Planning Process Here: http://www.trinityfinancialpartners.com/trinity-planning-process/ Independent We are not tied to any one company or product; we work for you. Trinity was formed to protect our independence on behalf of our clients. Our fee-based planning process allows us to work with your interests foremost in our mind when making recommendations. We are a fiduciary advisor to our clients. Product implementation is a separate engagement and is a natural next step in our planning process. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Trinity Financial Partners II, LLC. Kestra Investment Services, LLC (Kestra IS), is not affiliate with Trinity Financial Partners, LLC. This LinkedIn page is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra AS, Trinity Financial Partners and Premier Financial Group may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Investment Services, LLC Compliance Department at 737-443-2582. FINRA: www.finra.org SIPC: www.sipc.org
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Trinity Financial Partners has 6 employees across 6 departments.
Departments
Number of employees
Funding Data
Trinity Financial Partners has never raised funding before.
Trinity Financial Partners Tech Stack
Discover the technologies and tools that power Trinity Financial Partners's digital infrastructure, from frameworks to analytics platforms.
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