Trilogy Financial

Rocky Mountain Fintech: How Denver is Evolving as a Hub for Financial Innovation

By Trilogy Financial
October 12, 2018
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Fintech-related deals in the Denver metro and Boulder metro are booming. But can the area keep up with competition on both coasts?

Click here to read the full story.

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By Trilogy Financial
October 12, 2018

Fintech-related deals in the Denver metro and Boulder metro are booming. But can the area keep up with competition on both coasts?

Click here to read the full story.

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By
February 25, 2025

Private equity-backed hybrid RIA Trilogy Financial Services has hired a new top advisor recruiter.

The $4.3bn wealth manager has brought aboard Jason Inglis to serve as its chief development officer. Inglis, who started working at Irvine, Calif.-based Trilogy on Monday, will report to chief executive Jeff Motske.

‘They’re already successful and growing,’ Inglis said of Trilogy. ‘The thought is that I can come in and really help us speed up a little bit. It’s not a monumental lift. It really is being part of a team and really being in a position to compete. There’s a lot of private equity in there, there’s a lot of advisor movement, and you need scale to compete.’  Read More.

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