Trilogy: Peloton Capital invests in financial planning and wealth advisor Trilogy | PE Hub
In conjunction with the PCM investment, Trilogy has completed the acquisition of two financial advisory firms, Flagship Wealth Management based in Boston and Horizon Wealth Management based in Westlake Village, California.
Read full article »
Trilogy is a California-based financial institution that offers services such as retirement planning and asset management for individuals and businesses.
Read more