


Trinity Pension Consultants Revenue
Financial Services • 202 Montrose West Ave, Suite 310, United States • 51-100 Employees
Trinity Pension Consultants revenue & valuation
| Annual revenue | $6,200,000 |
| Revenue per employee | $97,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $19,900,000 |
| Total funding | No funding |
Key Contacts at Trinity Pension Consultants
Anthony Parisi
Partner - Head Of Sales
Anthony Warren
Ceo
Beth Cecconi
Director Of Defined Benefit Services
Company overview
| Headquarters | 202 Montrose West Ave, Suite 310, Akron, Ohio 44321, US |
| Phone number | +18772066290 |
| Website | |
| NAICS | 52 |
| SIC | 637 |
| Keywords | CPA, 401K, Small Business, Retirement Plan, Tax Strategy, Third Party Administrator, Retirement Plan Design, Cash Balance Plans, Financial Advisor Training, Qualified Retirement Plan, Plan Sponsor, Actuarial Team, Secure Act, Prospecting And Point Of Sale, 3.16 Services |
| Founded | 2006 |
| Employees | 51-100 |
| Socials |
Trinity Pension Consultants Email Formats
Trinity Pension Consultants uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@trinitypension.com), used 51.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@trinitypension.com | 51.2% |
{first initial}{last name} | jdoe@trinitypension.com | 39% |
{last name}{last name} | doedoe@trinitypension.com | 9.8% |
About Trinity Pension Consultants
Since our beginnings in 2006, we have been known in the marketplace for making complex retirement plans simple to understand. Owner Anthony Warren started the company after realizing the need for a better client experience. Today, the company has grown from a two-man operation working out of a garage in Akron, Ohio, to an accredited firm with more than 60 employees. Our geographical footprint continues to grow, and today our territories cover all of Ohio, Kentucky, Indiana, Tennessee, Missouri, and parts of Michigan, Pennsylvania and West Virginia. Every day we strive to bring a fresh perspective to you and your clients. We have the experience and expertise to look beyond a basic 401(k) to identify opportunities the Plan Sponsor or Financial Advisor may never have known existed. Our team of Regional Vice Presidents, Relationship Managers, Administrators, and Actuaries can create a customized and unique retirement plan experience for Financial Advisors and Business Owners.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Trinity Pension Consultants has 40 employees across 8 departments.
Departments
Number of employees
Funding Data
Trinity Pension Consultants has never raised funding before.
Trinity Pension Consultants Tech Stack
Discover the technologies and tools that power Trinity Pension Consultants's digital infrastructure, from frameworks to analytics platforms.
Security
CMS
JavaScript libraries
Tag managers
Hosting
Operating systems
Security
Miscellaneous
Web servers
UI frameworks
Web frameworks
Maps
Frequently asked questions
4.8
40,000 users



