Retirement investing made simple.

Retirement investing made simple.

Retirement investing made simple.

Explore the next frontier of tools to kickstart your financial journey to success.

Explore the next frontier of tools to kickstart your financial journey to success.

Explore the next frontier of tools to kickstart your financial journey to success.

Try for free.

Try for free.

Try for free.

Powering the world’s best teams

Powering the world’s best teams

Works for you,

not against.

Works for you,

not against.

Investing plans that meet all your needs.

Brokerage Account

General Investing
General Investing

We offer investment options from stocks to real estate, allowing you to grow your wealth efficiently.

General Investing Account

General Investing Account

USD Account (...3872)

Deposit

Deposit

IRA Account

Retirement Investing
Retirement Investing

Save and invest for your retirement years, ensuring a comfortable lifestyle when you stop working.

2023

Trinity offers a range of investment types that suit your retirement goals.

Trinity offers a range of investment types that suit your retirement goals.

Goal-based Planning

Provides customized investment strategies tailored to help users achieve their retirement.

Automated Rebalancing

Monitors the performance of users' portfolios and automatically adjust asset allocations.

Retirement Income Projections

Allows users to visualize their projected income streams to make informed decisions.

Brokerage Account

$12,650.27

$201.28 (+12.3%)

USD Account (...4231)

Brokerage

Cash Account

Checking

Cash Account

Checking

Cash Account

Savings

$10,876.27

Now

$987.00

Now

$601.00

1 day ago

$214.00

1 day ago

One-click Transactions

Trinity's platform streamlines the investment process with one-click transactions, allowing users to execute trades and transactions quickly and efficiently. Whether buying stocks, adjusting asset allocations, or making contributions to retirement accounts.

Summary

Total Value

$24,235.67

Cash

30%

Investments

70%

Debt

0%

Day Change

+$135.50 (0.50%)

View Statements

Customizable Dashboard

Trinity's platform offers a customizable dashboard that allows users to personalize their experience based on their preferences and priorities. Users can rearrange widgets, add or remove modules, and tailor the dashboard layout to suit their individual needs.

Brokerage Account

$12,650.27

->

$201.28 (+12.3%)

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Real-Time Alerts & Notifications

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Hear it from the community

Hear it from the community

Investing plans that meet all your needs.

"Its the greatest investment we've made in our employees"

"Its the greatest investment we've made in our employees"

By integrating Trinity into our benefits package, our team has gained invaluable tools for managing their finances and planning for the future. Not only does Trinity offer a user-friendly platform with intuitive features, but their commitment to security and personalized guidance has earned our trust.

John Doe

Chief Operating Officer at Elastic AI

Acme employees saved an average of 20% more with Trinity
Acme employees saved an average of 20% more with Trinity
Partnering with Vital, Trinity helped employees save over $2 million directly from their paycheck.
Partnering with Vital, Trinity helped employees save over $2 million directly from their paycheck.

Connect directly to your bank

Connect directly to your bank

Sync your bank accounts safely and securely, allowing you to gain a comprehensive overview of your finances in one convenient location.

Connect to bank

Connect to 500+ supported banks.

Security is built in, from the ground up.

Security is built in, from the ground up.

Our robust security measures are designed to protect your sensitive data and give you peace of mind.

Bank-Level Encryption

With robust encryption protocols in place, your data is securely transmitted and stored, ensuring that your personal and financial details remain protected.

Two-Factor Authentication

This additional security measure helps prevent unauthorized access to your account, providing you with peace of mind knowing that your financial data is safe.

Questions & Answers

Questions & Answers

Learn more about what Trinity has to offer or feel free to contact us at support@trinity.com

What is Trinity Financial?

What is Trinity Financial?

What is Trinity Financial?

How does Trinity Financial work?

How does Trinity Financial work?

How does Trinity Financial work?

Is Trinity Financial secure?

Is Trinity Financial secure?

Is Trinity Financial secure?

What investment options does Trinity Financial offer?

What investment options does Trinity Financial offer?

What investment options does Trinity Financial offer?

Can I access Trinity Financial on my mobile device?

Can I access Trinity Financial on my mobile device?

Can I access Trinity Financial on my mobile device?

How does Trinity Financial help with retirement planning?

How does Trinity Financial help with retirement planning?

How does Trinity Financial help with retirement planning?

Does Trinity Financial provide financial advice?

Does Trinity Financial provide financial advice?

Does Trinity Financial provide financial advice?

Start investing with Trinity Financial Today

Start investing with Trinity Financial Today

We offer a variety of flexible services that cater to all types of needs and wants.

Trinity Financial

Finance Template for Framer

By subscribing you agree to with our Privacy Policy and agree to receive updates from our company. No spam ever.

2024 Trinity Financial. All Rights Reserved

Need a custom website? -> Get in touch

Trinity Financial

Finance Template for Framer

By subscribing you agree to with our Privacy Policy and agree to receive updates from our company. No spam ever.

2024 Trinity Financial. All Rights Reserved

Need a custom website? -> Get in touch

Trinity Financial

Finance Template for Framer

By subscribing you agree to with our Privacy Policy and agree to receive updates from our company. No spam ever.

2024 Trinity Financial. All Rights Reserved

Need a custom website? -> Get in touch