Venture Capital Investors
Trilogy Financial Services
VC investing group Trilogy Financial Services provides capital to promising technology companies.
Venture Investor Overview
Venture Investor
Trilogy Financial Services
Investor Type
Venture Capital
Contact Information
Title
Chief Executive Officer
Mailing Address
17011 Beach Blvd 800
Huntington Beach, CA 92647
USA
Background Information
Overview
Trilogy's story began in 1999 with our founders. Jeff Motske and Kevin Mackintosh. Both were successful executives at a regional investment firm with growing branch office operations, but something in them quaked for a better version of the industry that they had grown to love. Jeff believed that financial services, in many situations, had become too caught up in transactional sales techniques and short-term thinking. He saw the shocking contrast between the Wall Street style thinking of his industry and the very Main Street style successes of his best clients. His clients' successes weren't just because they'd picked some perfect stock or because they gambled at just the right moment and won. As his clients aged and moved toward retirement, they were able to retire depending on their assets and savings for their financial independence.
Transaction History
Our records indicate that Trilogy Financial Services invested in the VC transactions listed below. Dollar amounts are for the entire raise, which may include other investors.
9/1/2022
Undisclosed
$16,000,000
Investor Contacts
Chief Executive Officer
Jeff Motske
Chief Financial Officer
Chad Sinclair
VP - Marketing
Joanna Smith
Funds
No fund closings have been recorded for this company.
Portfolio Companies
Trilogy Financial Services has invested in only one tech company, according to our database records. If we are missing a portfolio company, please let us know.
Browse more venture capital investors:
Trillium Group | Trilogy Partnership
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About Our Venture Capital Investor Database
The venture capital investor data above is provided by VentureDeal.com, a leading provider of venture capital transaction data.
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