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Trinity Advisors Group

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
West Chester, Pennsylvania, United States Founded 2006 1-10 employees For Profit

Trinity Advisors Group offers retirement plan consulting and education for sponsors and participants.

Trinity Advisors Group on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.

Trinity Advisors Group was acquired by Alera Group in 2025.
Last Funding
Acquisitions
0
Monthly Visits
Contacts
4

About Trinity Advisors Group

Funding & Financials

Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
7
IT spend
$8.82M

Company Info

Founded
2006
Employees
1-10
Operating status
Active
Company type
For Profit
Org types
company
News articles
1
HQ
West Chester, Pennsylvania, United States
Region
Greater Philadelphia Area, Great Lakes, Northeastern US
Exit date
May 13, 2025

Signals & Scores

Heat score
Low
Growth score
Low
Trend (7d)
0
Trend (30d)
-0.3
Trend (90d)
-0.4
4
professional contacts at Trinity Advisors Group
Contact execs at Trinity Advisors Group

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Trinity Advisors Group — Company Profile