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Triangle Financial Services Logo
Triangle Financial Services CB Rank
344811
Heat Score
71
Triangle Financial Services is a wealth management and financial planning agency.
Founded
obfuscation
Private West Des Moines, Iowa, United States1-10 www.trianglefsinc.com
Financial Services
Retirement
Wealth Management
Overview

Triangle Financial Services
Heat Score
71

Growth Score
pts
in past quarter
Heat Score 71
-11 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
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About Triangle Financial Services

CB Rank
344811
Triangle Financial Services is a wealth management and financial planning agency.
Founded
obfuscation
Private West Des Moines, Iowa, United States1-10 www.trianglefsinc.com
Financial Services
Retirement
Wealth Management

Key People

Details

Legal Name Triangle Financial Services, Inc.
Operating Status Active
Company Type For Profit
Founders  Kendra Erkamaa
About the Company
Triangle Financial Services is a wealth management company. The company offers financial planning, wealth management, retirement planning, and divorce planning services.
Phone Number 1 515-282-8962
Contact Email admin@trianglefsinc.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that assesses an individual's financial situation to create a plan for managing finances and preparing for major life changes.
Wealth Management
A service that guides clients in making investment decisions to grow and preserve their financial assets.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 6

Employee Profiles

News
Technology
View Tech Report

IT Spend

$245.5KThis year, Triangle Financial Services is projected to spend $245.5K on IT, according to Aberdeen.

Active Website Tech Count

6Triangle Financial Services is actively using 6 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Common Name Invalid.
Sub-Organizations
Frequently Asked Questions

Where is Triangle Financial Services's headquarters? Triangle Financial Services is located in West Des Moines, Iowa, United States.Who are Triangle Financial Services's competitors? Alternatives and possible competitors to Triangle Financial Services may include Charles Schwab, LPL Financial, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
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