TrinityPoint Wealth

What TrinityPoint Wealth does

TrinityPoint Wealth is a financial consulting firm that has been integrated into Coastal Bridge Advisors, a registered investment advisory firm headquartered in Milford, Connecticut. The firm was founded in 2018 and operates with 11-50 employees under a fiduciary, fee-based advisory model. TrinityPoint Wealth and Coastal Bridge Advisors are referenced as co-branded entities, with a Legacy TrinityPoint Client Portal still maintained alongside the Coastal Bridge Client Portal, indicating an active client transition under the combined brand.

The firm's service offering is organized around three core lines: financial planning, retirement plan services, and institutional consulting. It serves five primary client segments - business owners, pre-retirees/retirees, professionals, executives, and individuals navigating life transitions - plus an institutional channel covering corporate retirement plans, endowments, and foundations. The team is described as comprising highly credentialed professionals holding CFP, CPA, and CFA designations, delivering coordinated advice across investment management, tax optimization, estate planning, and risk management.

The underlying technology platform is a conventional RIA vendor stack rather than proprietary infrastructure. The firm integrates eMoney for financial planning, Tamarac (for Coastal Bridge) and Orion (for legacy TrinityPoint) for portfolio reporting, FutureVault for the Coastal Bridge Digital Vault, and Flourish for cash management. Client accounts are custodied at Fidelity, Charles Schwab, and Pershing, providing multi-custodian flexibility. Go-to-market is consultative and relationship-based, supported by content marketing (Insights section with articles, market commentary, and news), a "Coastal Concierge" lead intake flow, and active social presence on LinkedIn, Facebook, and Instagram. Revenue is generated primarily through AUM-based advisory fees on a recurring, quote-based annual billing cadence, with no public fee schedule or tiered pricing disclosed.

Name

TrinityPoint Wealth

Legal name

Coastal Bridge Advisors

Website

https://trinitypointwealth.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

TrinityPoint Wealth, operating as Coastal Bridge Advisors, is a Connecticut-based registered investment advisory firm providing financial planning, retirement plan services, and institutional consulting to high-net-worth individuals, business owners, executives, professionals, and institutional retirement plan clients.

Ownership category

akta.pro rank

Headquarters

HQ city

Milford

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Assets Under Management (AUM) Fees: Wealth management firms typically generate revenue through percentage-based fees on assets under management. As a registered investment advisory firm operating under fiduciary standards, Coastal Bridge Advisors (including TrinityPoint Wealth legacy operations) likely charges AUM-based advisory fees, which align advisor incentives with client outcomes.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

TrinityPoint Wealth, operating as part of Coastal Bridge Advisors, delivers comprehensive wealth management, financial planning, retirement plan services, and institutional consulting to high-net-worth individuals, families, business owners, executives, professionals, and institutional clients. The firm operates as a fiduciary Registered Investment Advisor, providing holistic planning that integrates investment management, tax optimization, retirement income planning, and estate strategies. Client assets are custodied at major institutional platforms (Fidelity, Charles Schwab, Pershing) with access provided through a unified digital portal ecosystem.

Product overview

Coastal Bridge Advisors offers a unified wealth management platform providing financial advisory services. The core offering consists of financial planning, retirement plan services, and institutional consulting, supplemented by client-facing digital tools including the Coastal Bridge Digital Vault for secure document storage, multiple client portals for accessing investment portfolios, and integration with major custodian platforms (Fidelity, Charles Schwab, Pershing). The Legacy TrinityPoint Client Portal represents a historical product brand now consolidated under the Coastal Bridge Advisors umbrella.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning services for individuals, families, business owners, and professionals that integrate investment management, tax optimization, retirement, and estate planning into a single coordinated engagement delivered on a fiduciary basis.
• Retirement Plan Services Retirement planning and management services for individuals preparing for or in retirement, as well as for businesses offering retirement plans, including income planning, Social Security optimization, and qualified plan services.
• Institutional Consulting Fiduciary consulting services for institutional clients such as corporate retirement plans, endowments, and foundations, including investment policy development, plan sponsor consulting, and participant education.

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Partnerships

Three partnerships are on record, tiered core.

• Fidelity InvestmentscoreTechnology or IntegrationFidelity serves as a custodial partner for client investment accounts. The firm provides institutional trading, custody, and reporting services that enable Coastal Bridge Advisors (including TrinityPoint Wealth legacy operations) to offer clients independent account administration with access to Fidelity's investment platform and research capabilities.
• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as an alternative custodial platform for client accounts. This partnership provides clients with flexibility in account administration and access to Schwab's investment products, research, and institutional services while receiving advisory services from Coastal Bridge advisors.
• PershingcoreTechnology or IntegrationPershing, a BNY Mellon company, provides institutional custodial and clearing services supporting the firm's more complex or institutional client accounts. This partnership enables the firm to service larger institutional relationships requiring sophisticated reporting and custody infrastructure.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Mariner Wealth Advisors: Large multi-disciplinary RIA offering financial planning, retirement, tax, and institutional consulting to HNW families, business owners, and institutions. Highly comparable in service mix and segment focus to Coastal Bridge Advisors.
• Creative Planning: National fee-only RIA with comprehensive financial planning, retirement, and institutional services. Directly comparable business model and client segments, though significantly larger in scale.
• Carson Group: RIA and advisor support platform serving HNW individuals, business owners, and retirement plans. Comparable service offering with significant inorganic growth through advisor acquisitions.
• Buckingham Strategic Wealth: Fee-only RIA providing evidence-based financial planning and investment management to HNW clients. Comparable fiduciary-first, planning-led service model and segment focus.
• Corient: National wealth management firm offering integrated financial planning, tax, and investment advisory to HNW families and business owners. Closely comparable holistic, planning-led RIA model.
• CAPTRUST: Independent RIA specializing in institutional consulting for retirement plans, endowments, and foundations alongside HNW wealth services. Strong match for the firm's institutional consulting capability.

Broad incumbents

• Edelman Financial Engines: Largest independent RIA in the U.S., serving mass-affluent through HNW clients with financial planning and investment management. Comparable service model but at materially greater scale and with a hybrid robo-advisor component.
• Bessemer Trust: National wealth and investment management firm specializing in HNW and ultra-HNW families with trust and estate services. Comparable in fiduciary wealth management focus with deeper trust capabilities.
• Brown Brothers Harriman (Wealth Management): Private banking and wealth management division of BBH offering investment management, trust, and estate services to HNW families. Comparable fiduciary advisory focus with deeper trust and custody capabilities.
• Fisher Investments: Large RIA primarily focused on investment management for HNW individuals, institutions, and retirement plans. Comparable institutional and retirement plan capabilities though narrower on financial planning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/trinitypointwealth
• LinkedInlinkedin.com/company/trinitypointwealth
• Instagraminstagram.com/coastal_bridge_advisors
• Xx.com/pointtrinity

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TrinityPoint Wealth