Company

Trilogy Financial Services, Inc.

Trilogy Financial provides financial planning, investment and insurance services.

About

Trilogy Financial offers retirement planning, wealth and asset management, estate planning and insurance services. Its services include guidance on 401(k) rollovers and retirement income. Founded in 1999 by Jeff Motske and Kevin Mackintosh, the company is based in Irvine, US. Peloton Capital Management invested in March 2024.

1Funding rounds

1Investors

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