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TrinityPoint Wealth
ClosedOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring). Milford, Connecticut, United States Founded 2018 11-50 employees For Profit
TrinityPoint Wealth is a financial consulting firm that offers retirement plans, investment, asset, and wealth management services.
TrinityPoint Wealth on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
TrinityPoint Wealth was acquired by Coastal Bridge Advisors in 2024.
Last Funding
Acquisitions
0
Monthly Visits
Contacts
9
About TrinityPoint Wealth
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
- 4
- IT spend
- $221.94K
Company Info
- Founded
- 2018
- Employees
- 11-50
- Operating status
- Closed
- Company type
- For Profit
- Org types
- company
- HQ
- Milford, Connecticut, United States
- Region
- East Coast, New England, Northeastern US
- Exit date
- Dec 19, 2024
Signals & Scores
- Heat score
- Medium
- Trend (7d)
- -0.3
- Trend (30d)
- 4.3
- Trend (90d)
- 7.7
9
professional contacts at TrinityPoint Wealth
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