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Trinity Financial Planning Logo
Trinity Financial Planning CB Rank
1751860
Heat Score
60
Trinity Financial Planning offers financial planning, stock trading, investment preparation, and tax advisory services.
Founded
obfuscation
Private Middleton, Wisconsin, United States1-10 www.trinfin.com
Accounting
Consulting
Financial Services
Personal Finance
Overview

Trinity Financial Planning
Heat Score
60

Growth Score
pts
in past quarter
Heat Score 60
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Trinity Financial Planning

CB Rank
1751860
Trinity Financial Planning offers financial planning, stock trading, investment preparation, and tax advisory services.
Founded
obfuscation
Private Middleton, Wisconsin, United States1-10 www.trinfin.com
Accounting
Consulting
Financial Services
Personal Finance

Details

Operating Status Active
Company Type For Profit
Phone Number +1 608 999 049
Contact Email info@trinfin.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that helps clients define and achieve their financial goals through comprehensive analysis and strategy development.
Investment Management
Management of clients' investment portfolios to align with their financial goals and risk tolerance.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News
Technology
View Tech Report

IT Spend

$70.4KThis year, Trinity Financial Planning is projected to spend $70.4K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
OLED Display Logo
OLED Display
82
Ziff Davis Logo
Ziff Davis
82
Thunderbolt Logo
Thunderbolt
80

Active Website Tech Count

7Trinity Financial Planning is actively using 7 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is Trinity Financial Planning's headquarters? Trinity Financial Planning is located in Middleton, Wisconsin, United States.Who are Trinity Financial Planning's competitors? Alternatives and possible competitors to Trinity Financial Planning may include HighTower Advisors, Cerity Partners, and  Wealth Enhancement Group.
Who We Are
What We Do
Helpful Links
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