Trinity Legacy Partners - Crunchbase Company Profile & Funding

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Overview

Trinity Legacy Partners

Heat Score

62

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

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

Recent Milestones

Raised Funding Round

Jan 1, 1970

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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 Legacy Partners

CB Rank

1010014

Trinity Legacy Partners is a pioneering platform that helps in preserving and extending the legacy of clients over the near term.

Founded

obfuscation

Private

Houston, Texas, United States

trinitylegacy.com/

Impact Investing

Risk Management

Details

Legal Name

Trinity Legacy Partners, LLC

Operating Status

Active

Company Type

For Profit

Phone Number

1 713 999 8053

Contact Email

info@trinitylegacy.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Dynamic Wealth Management™

A portfolio management strategy combining active and passive investment approaches to adjust asset allocation based on market conditions.

Wealth Management

Comprehensive financial planning services to manage and grow clients' wealth aligned with their current needs and future goals.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

News and Press

News•

Jan 22, 2021

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Monthly Web Visits

98

IT Spend

$70.1K

This year,

Trinity Legacy Partners

is projected to spend

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Hardware/Peripherals	75
Windows 11	72
3D Printing	71

Active Website Tech Count

6

Trinity Legacy Partners

is actively using

6

technologies for its website, according to BuiltWith. These include

,

CommonCrawl Top 10m

, and

Google Maps API

.

Total IP

2

Trinity Legacy Partners

has registered

trademarks with the most popular class being '

Insurance; financial affairs

', according to IPqwery.

Lists Featuring This Company

Lists Featuring This Company

Risk Management Companies With More Than $1M in Revenue (Top 10K)

9,740 Number of Organizations • $136.2B Total Funding Amount • 3,977 Number of Investors

Texas Risk Management Companies

1,218 Number of Organizations • $15.4B Total Funding Amount • 184 Number of Investors

Houston Companies With Less Than $1B in Revenue (Top 10K)

9,681 Number of Organizations • $81.3B Total Funding Amount • 2,453 Number of Investors

Greater Houston Area Risk Management Companies

386 Number of Organizations • $130.8M Total Funding Amount • 17 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Trinity Legacy Partners

's headquarters?

Trinity Legacy Partners

is located in

Houston, Texas, United States

.

Who are

Trinity Legacy Partners

's competitors? Alternatives and possible competitors to

Trinity Legacy Partners

may include

Bank of America

,

, and

.