TritonPoint Wealth
TritonPoint Wealth is an independent SEC-registered wealth manager providing investment management, financial planning, estate, and tax planning to affluent individuals, families, trusts, foundations, and nonprofit organizations through direct advisor relationships.
- Company typePrivate
- Founded2023
- HeadquartersChevy Chase, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What TritonPoint Wealth does
TritonPoint Wealth, LLC is an independent private wealth management firm and SEC-registered investment adviser founded in 2023. It serves high-net-worth and ultra-high-net-worth individuals and families, trusts, foundations, and nonprofit organizations. Its core services combine portfolio management with financial, estate, tax, retirement, insurance, charitable, and related planning for complex wealth needs.
Investment capabilities include public-market portfolio management, direct indexing and tax-loss harvesting, concentrated-stock solutions, alternative investments, and retirement plan consulting. TritonPoint uses Addepar for real-time portfolio reporting, eMoney Advisor for collaborative financial planning, and iCapital for access to private equity, private real assets, private credit, and hedge funds. Charles Schwab and Fidelity provide custody, trading, and client-access support. These are third-party integrations, and no proprietary software architecture is disclosed.
The firm uses a fee-based investment-advisory and financial-planning model, with specific prices, client counts, and assets under management not publicly disclosed. It reaches clients through direct advisor relationships and content-led marketing. Dynasty Financial Partners holds a minority stake and provides research, technology, capital-markets, and investment-banking capabilities; TritonPoint Wealth also launched TritonPoint Partners in February 2025 as an acquisition arm for independent advisor owners. Primary.
TritonPoint Wealth firmographics
Firmographics- Name
- TritonPoint Wealth
- Legal name
- TritonPoint Wealth, LLC
- Website
- https://tritonpointwealth.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- TritonPoint Wealth is an independent SEC-registered wealth manager providing investment management, financial planning, estate, and tax planning to affluent individuals, families, trusts, foundations, and nonprofit organizations through direct advisor relationships.
- Ownership category
- akta.pro rank
TritonPoint Wealth industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)
- akta.pro secondary industries
- Trust & Estate Tax Planning & Compliance (FSAEAKAE), Retirement Income Planning & Decumulation Advisory (FSAEABAD)
Keywords
Where TritonPoint Wealth is headquartered
LocationHeadquarters
- HQ city
- Chevy Chase
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
TritonPoint Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees: SEC registered investment adviser providing investment advisory and financial planning services. Fee-based model through Dynasty Financial Partners network with access to institutional-grade investment research and analytical tools.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Investment advisory and financial planning services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
TritonPoint Wealth product offering
Product offeringCore offering
TritonPoint Wealth is an independent registered investment adviser that delivers customized investment management, financial planning, estate planning, tax planning, charitable giving, and retirement plan consulting services to high-net-worth and ultra-high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. It also operates TritonPoint Partners, an acquisition arm that onboards independent advisor teams onto its platform.
Product overview
TritonPoint Wealth is an independent private wealth management firm offering a unified platform combining investment management and financial planning capabilities. The core offering includes three integrated service pillars: Investment & Wealth Management Services (individual equities, fixed income, direct indexing, alternative investments, concentrated stock solutions), Financial Planning & Consulting Services (tax, estate, legacy, generational wealth, insurance, education, charitable planning), and Retirement Plan Consulting Services. TritonPoint Partners operates as a sub-brand acquisition arm enabling independent advisor ownership. The firm leverages strategic partnerships with Addepar for portfolio reporting, eMoney for financial planning, and iCapital for alternative investment access.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment & Wealth Management Services Comprehensive discretionary and advisory investment management covering individual equities, fixed income, direct indexing with tax-loss harvesting, alternative investments (private equity, private real assets, private credit, hedge funds), concentrated stock solutions (option overlays, exchange funds, qualified opportunity zones), independent investment managers, and structured products, ETFs, and mutual funds. For high-net-worth and ultra-high-net-worth individuals, families, and institutions.
- Financial Planning & Consulting Services Full-service financial planning covering investment management, tax, gift and estate planning, legacy and generational wealth planning, insurance and risk management, education planning, cash flow and debt management, and charitable giving and philanthropic planning. For high-net-worth individuals, families, trusts, and nonprofit organizations.
- Retirement Plan Consulting Services Retirement plan services for plan sponsors including plan design and strategy, plan review and evaluation, executive compensation and benefits, investment selection, plan fee and cost analysis, plan committee consultation, fiduciary and compliance support, and participant education.
- TritonPoint Partners Acquisition and partnership platform that enables independent financial advisors to maintain true ownership while gaining access to capital markets, investment banking, research, technology, and proprietary analytical tools through the Dynasty Financial Partners network.
Quantifiable outcome
- TritonPoint Wealth launched TritonPoint Partners in February 2025 to create a firm of independent advisor owners
- +2 more outcomes
Companies that use TritonPoint Wealth
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
TritonPoint Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature3 records
TritonPoint Wealth partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered strategic and core.
- Father-Son Team (TritonPoint Partners)strategicTritonPoint Partners welcomed a father-son team as part of its expansion strategy to build a firm of independent advisor owners.
- Advocate WealthstrategicAdvocate Wealth joined TritonPoint Partners expanding the firm's presence in the U.S. Northeast. This represents TritonPoint Partners' growth strategy through advisor acquisitions.
- Opto InvestmentsstrategicQuotient Wealth Partners and TritonPoint Wealth formed a joint partnership with Opto Investments to institutionalize private markets programs. This partnership enables access to structured private markets solutions for clients.
- Greg PowersstrategicGreg Powers joined TritonPoint Partners as Partner and Managing Director, expanding the firm's presence in Arizona and California through advisor acquisitions.
- TritonPoint PartnerscoreTritonPoint Partners was launched as the acquisition arm of TritonPoint Wealth in February 2025 to create a firm of independent advisor owners. The division is led by founding partner Greg Blake.
- Dynasty Financial PartnerscoreTritonPoint Wealth is a member of the Dynasty Financial Partners network, one of the wealth management industry's pre-eminent independent advisor platforms. Through the partnership, the firm has access to capital markets and investment banking capabilities, extensive investment research and consulting services, advanced technology and proprietary analytical tools, and an online research center. Dynasty holds a minority stake in both TritonPoint Wealth and TritonPoint Partners.
- Charles SchwabcoreCharles Schwab provides custodial, operational and trading support to professional wealth management firms like TritonPoint Wealth. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay and more. Schwab manages more than $2 trillion in client assets.
- Fidelity InvestmentscoreFidelity Investments is a leading provider of financial services including investment management, retirement planning, portfolio guidance, brokerage, employee benefit programs. Founded in 1946, the firm serves more than 32 million individuals and more than 13,000 financial institutions.
- AddeparcoreAddepar is a multi-product software and data platform for complex investment portfolios. They provide wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions.
- eMoney AdvisorcoreeMoney is a leading wealth management platform that equips financial advisors with innovative tools to deliver personalized and transparent financial planning experiences. Its platform offers tools for personalized goal tracking, real-time updates, and transparent collaboration between advisors and clients.
- iCapitalcoreiCapital is a cutting-edge financial technology platform that provides access to alternative investments, simplifying and streamlining the investment process for advisors and their clients. iCapital provides access to private equity, private real assets, private credit, and hedge funds through its platform.
Scale indicators2 records
Recent moves7 records
Expansion highlights5 records
TritonPoint Wealth competitors and assessment
Company assessmentDirect peers
- Crestwood Advisors: Boutique independent RIA focused on HNW/UHNW clients with comprehensive wealth planning. Similar boutique scale and integrated planning model.
- Savant Wealth Management: Independent, fee-only RIA providing investment management, financial planning, and tax services to HNW individuals and families. Comparable multi-advisor partnership model and integrated planning offering.
- Quotient Wealth Partners: Independent RIA serving HNW/UHNW clients with integrated planning; recently partnered with TritonPoint Wealth and Opto Investments to institutionalize private markets programs. Explicitly named collaborator.
- Cerity Partners: Independent, fee-only RIA serving UHNW individuals, families, and institutions with comprehensive investment management, tax, and estate planning. Closest direct comparable in client profile, service breadth, and Dynasty-style independent platform positioning.
- Aspiriant: Independent, fee-only wealth management firm exclusively serving UHNW individuals and families with integrated investment, tax, and estate planning. Direct peer in the UHNW-only niche with comparable service pillars.
- Monument Group Wealth Management: Independent, fee-only RIA providing wealth management to HNW/UHNW clients and families, often via transition from wirehouse/broker-dealer firms. Directly comparable service model and target client profile.
- Beacon Pointe Advisors: Large independent, fee-only advisory firm offering investment management, financial planning, and tax services to HNW/UHNW households and institutions. Comparable service model and multi-advisor partnership structure to TritonPoint.
- Meinberg Investment Advisors: Independent, fee-only RIA serving HNW/UHNW clients with integrated investment management and financial planning services. Comparable boutique independent RIA with similar service breadth.
Emerging players
- Cardea Capital: Emerging independent RIA in the Dynasty-affiliated ecosystem serving HNW/UHNW clients. Comparable in scale and Dynasty-network affiliation; represents the cohort of competitors/recruits TritonPoint is vying with for advisor talent.
Broad incumbents
- Goldman Sachs Personal Financial Management (now Ayco): Large-scale wealth management platform serving HNW/UHNW clients with integrated investment, banking, and planning services. Relevant as the prior employer of multiple TritonPoint senior leaders and as a scaled incumbent competing for the same UHNW client base.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks7 records
Key highlights7 records
Customer concentration
TritonPoint Wealth social profiles
Digital presenceTritonPoint Wealth compliance and trust
Trust signalCompliance1 record
TritonPoint Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
TritonPoint Wealth leadership team
Management profileNumber of profiles
Profiles13 records
TritonPoint Wealth subsidiaries and ownership
Company hierarchySubsidiaries1 record
TritonPoint Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TritonPoint Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TritonPoint Wealth
What does TritonPoint Wealth do?
TritonPoint Wealth is an independent registered investment adviser that delivers customized investment management, financial planning, estate planning, tax planning, charitable giving, and retirement plan consulting services to high-net-worth and ultra-high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. It also operates TritonPoint Partners, an acquisition arm that onboards independent advisor teams onto its platform.
Is TritonPoint Wealth a public or private company?
TritonPoint Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was TritonPoint Wealth founded?
TritonPoint Wealth was founded in 2023. It employs 11 to 50 people.
Where is TritonPoint Wealth based?
TritonPoint Wealth is headquartered in Chevy Chase, United States, in the North America region.
How does TritonPoint Wealth make money?
One revenue line is on record: investment Advisory Fees.
Who are TritonPoint Wealth's main competitors?
Direct peers on record are Crestwood Advisors, Savant Wealth Management, Quotient Wealth Partners, Cerity Partners, Aspiriant, Monument Group Wealth Management, Beacon Pointe Advisors and Meinberg Investment Advisors. Cardea Capital is listed as an emerging player. Goldman Sachs Personal Financial Management (now Ayco) is listed as a broad incumbent.
Does TritonPoint Wealth have an API?
No public API is recorded for TritonPoint Wealth.
What industry is TritonPoint Wealth in?
TritonPoint Wealth's product category is Private Wealth Management. Its primary akta.pro industry code is FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes), with a secondary code of FSAEAKAE, Trust & Estate Tax Planning & Compliance. Its NAICS code is 523940 and its SIC code is 6282.