Trilogy is a California-based financial institution that offers services such as retirement planning and asset management for individuals and businesses.
Business Model: B2B
Revenue: $32M
Employees: 51-200
Address: 17011 Beach Blvd
City: Huntington Beach
State: CA
Zip: 92647
Country: US
Trilogy is a California-based financial institution that offers services such as retirement planning and asset management for individuals and businesses.
Contact Phone:
+17148439977
Contact Email:
Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 4/2020 | Debt | $1M |
U.S. Small Business Administration. |
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Announced Date | Name | Price |
---|---|---|
8/2022 | Mandichak Investment Retirement &a; Estate Planning | |
8/2022 | E. F. Heagan &a; Associates |
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