Trilogy Financial

Provider of investment & financial management services

placeHuntington Beach, California, United States calendar_todayFounded 1999 language trilogyfs.com

Social engagement

Social engagement: 6.1K social following, 8 posts in the last 12 months — below the industry typical range.

Investor mix

1 investor on record; lead investors include Peloton Capital Management.

Investor typeCountShare
Private equity1100%

Hiring activity

Hires periodically

10 roles tracked across 5 of the last 12 months

26 Jun 2026 · Service Associate · Irvine, California

17 May 2026 · Senior Accountant · Denver, Colorado

16 May 2026 · Office Coordinator · San Diego, California

15 Mar 2026 · Operations Coordinator · Denver

1 Feb 2026 · Money Coach · San Diego

Based on job postings tracked across public sources.

Coming soon