Trilogy Financial Services - Crunchbase Company Profile & Funding

Overview

Trilogy Financial Services

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Trilogy Financial Services

CB Rank

579734

Trilogy Financial Services is a firm that focuses on Wealth Management for individuals and businesses.

Founded

obfuscation

Private

Private Equity

Huntington Beach, California, United States

251-500

www.trilogyfs.com

Consulting

Financial Services

Insurance

Venture Capital

Funding Rounds

Private Equity

OBF

obfuscation

Details

Legal Name

Trilogy Financial Services, Inc.

Operating Status

Active

Company Type

For Profit

About the Company

Trilogy Financial Services is a firm that focuses on Wealth Management for individuals and businesses.

Phone Number

7148439977

Predictions & Insights

Growth Insight

See this Growth Insight

Trilogy Financial Services is

Lorem

to be growing

Top Contributing Factors

Recently Raised Funding

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Growth Insight

Products & Services

Wealth & Asset Management

Management of individual and business financial assets to meet long-term financial goals.

401(k) & Retirement Planning

Planning and managing retirement savings and income strategies including 401(k) rollovers and Social Security optimization.

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Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Trilogy Financial Services	1	obfuscated obfuscation	Peloton Capital Management	Private Equity
obfuscated obfuscation	Private Equity Round - Trilogy Financial Services	1	obfuscated obfuscation	Peloton Capital Management	Private Equity
obfuscated obfuscation	Private Equity Round - Trilogy Financial Services	1	obfuscated obfuscation	Peloton Capital Management	Private Equity
obfuscated obfuscation	Private Equity Round - Trilogy Financial Services	1	obfuscated obfuscation	Peloton Capital Management	Private Equity
obfuscated obfuscation	Private Equity Round - Trilogy Financial Services	1	obfuscated obfuscation	Peloton Capital Management	Private Equity

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Trilogy Financial Services	1	obfuscated obfuscation	Peloton Capital Management	Private Equity
obfuscated obfuscation	Private Equity Round - Trilogy Financial Services	1	obfuscated obfuscation	Peloton Capital Management	Private Equity
obfuscated obfuscation	Private Equity Round - Trilogy Financial Services	1	obfuscated obfuscation	Peloton Capital Management	Private Equity
obfuscated obfuscation	Private Equity Round - Trilogy Financial Services	1	obfuscated obfuscation	Peloton Capital Management	Private Equity
obfuscated obfuscation	Private Equity Round - Trilogy Financial Services	1	obfuscated obfuscation	Peloton Capital Management	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Peloton Capital Management	Yes	Private Equity Round - Trilogy Financial Services	Mike Murray
Peloton Capital Management	Yes	Private Equity Round - Trilogy Financial Services	Mike Murray
Peloton Capital Management	Yes	Private Equity Round - Trilogy Financial Services	Mike Murray
Peloton Capital Management	Yes	Private Equity Round - Trilogy Financial Services	Mike Murray
Peloton Capital Management	Yes	Private Equity Round - Trilogy Financial Services	Mike Murray

Investments

Investment Breakdown

Diversity Investments

Number of Investments

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Falkon AI	—	Series A - Falkon AI	obfuscated obfuscation
obfuscated obfuscation	Falkon AI	—	Series A - Falkon AI	obfuscated obfuscation
obfuscated obfuscation	Falkon AI	—	Series A - Falkon AI	obfuscated obfuscation
obfuscated obfuscation	Falkon AI	—	Series A - Falkon AI	obfuscated obfuscation
obfuscated obfuscation	Falkon AI	—	Series A - Falkon AI	obfuscated obfuscation

Investment Breakdown

Number of Investments

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Falkon AI	—	Series A - Falkon AI	obfuscated obfuscation
obfuscated obfuscation	Falkon AI	—	Series A - Falkon AI	obfuscated obfuscation
obfuscated obfuscation	Falkon AI	—	Series A - Falkon AI	obfuscated obfuscation
obfuscated obfuscation	Falkon AI	—	Series A - Falkon AI	obfuscated obfuscation
obfuscated obfuscation	Falkon AI	—	Series A - Falkon AI	obfuscated obfuscation

Diversity Investments

Number of Diversity Investments

Announced Date	Organization Name	Diversity Spotlight	Funding Round	Money Raised
obfuscated obfuscation	Falkon AI	Women Founded	Series A - Falkon AI	obfuscated obfuscation
obfuscated obfuscation	Falkon AI	Women Founded	Seed Round - Falkon AI	obfuscated obfuscation