Company Tagline
The way to financial clarity.
Industry Category
Business Keywords
Company Description
TrinityBridge is a leading provider of financial services dedicated to guiding individuals, families, professionals, and businesses toward financial clarity. With a legacy spanning over 30 years, formerly known as Close Brothers Asset Management, TrinityBridge has earned the trust of its clients through comprehensive and tailored financial solutions.
TrinityBridge specializes in investment management, financial planning, and workplace financial wellbeing, offering a holistic approach to meet both current financial needs and future aspirations. The firm’s services are designed to provide clients with the confidence to make informed financial decisions, ensuring a secure and prosperous future.
TrinityBridge is committed to excellence and innovation in the financial sector, constantly adapting to the evolving needs of its clients. TrinityBridge strives to empower individuals and organizations to achieve their financial goals with clarity and confidence. We invite the management team at TrinityBridge to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services.
Key Personnel / Employees
Compare Companies Side by Side
Compare TrinityBridge with 3 companies in Financial-Services
| Comparison Field |
TrinityBridgeMain Company |
Foster DenovoView Profile |
Poria Finance - פורי...View Profile |
Richardson WealthView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2005 | 2019 | |
|
Company Size
|
— | 201-500 | 51-200 | 501-1,000 |
|
City
|
Toronto, Ontario | |||
|
Country
|
Canada | |||
|
Skills & Keywords
Comparing with main company
|
14 Total Skills
Investment Management
Financial Planning
Wealth Management
Financial Wellbeing
Pensions
Corporate Advice
TrinityBridge
Investment management
Execution only investment services
Wealth management
Financial planning
Fund management
Bespoke investment solution
Corporate advice
|
9 Total
9 Unique
Unique Skills:
Employee benefits
Estate planning
Financial advice
General insurance
Group risk
Long-term care
+3
|
11 Total
11 Unique
Unique Skills:
Alternative investments
Assets
Family office
Finances
Financial growth
Hedge funds
+5
|
11 Total
11 Unique
Unique Skills:
Alternative investing
Business succession
Estate planning
Family Office
Insurance
Legacy planning
+5
|
4
Total Companies2005
Oldest Founded1
Countries44
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Alternative Company Names
This company is also known as