Trinity Aging Life Advisors

What Trinity Aging Life Advisors does

Trinity Aging Life Advisors is a privately held, founder-operated life care management and patient advocacy firm headquartered in Cincinnati, Ohio, with offices in Louisville, Kentucky and, as of 2024, Lexington, Kentucky. Founded in 2015, the firm serves individuals, families, and professional referral partners (including attorneys, financial planners, and healthcare providers) who require specialized clinical guidance in navigating aging-related care decisions, coordinating across medical, legal, and financial stakeholders, and advocating for patients within complex healthcare systems.

The company delivers services through a small team of approximately six employees whose value proposition rests on more than 200 years of combined registered nursing experience. Service delivery is human-led and consultative: Trinity provides assessments, care planning, medical appointment accompaniment, and ongoing patient advocacy, functioning as a clinical quarterback for clients and their families rather than as a software or technology vendor. The firm does not appear to operate a proprietary technology platform; its outputs are the clinical judgments and care coordination activities of its staff.

Trinity's business model is fee-for-service professional services, monetized through direct engagements with individuals/families and through referral-based relationships with professional intermediaries. Go-to-market relies on a cross-referral network (legal, financial, and clinical) supplemented by direct outreach, with no disclosed external funding and no disclosed revenue. The firm is small, regionally focused, and growing primarily through geographic expansion across the Ohio-Kentucky corridor.

Name

Trinity Aging Life Advisors

Legal name

Trinity Aging Life Advisors

Website

https://trinityaginglifeadvisors.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Trinity Aging Life Advisors is a Cincinnati-based, RN-led life care management and patient advocacy firm serving individuals, families, and professional referral partners across the Ohio-Kentucky region, with offices in Cincinnati, Louisville, and Lexington.

Ownership category

akta.pro rank

Product category

Life Care Management Services

NAICS

Services for the Elderly and Persons with Disabilities (624120), Services for the Elderly and Persons with Disabilities (62412)

SIC

Services-Social Services (8300), Services-Health Services (8000)

akta.pro primary industry

Care Navigation & Service Coordination (Medical, Social, Community) (HSABAIAB)

akta.pro secondary industries

Chronic Care & Complex Care Management (HSABAIAD), Housing & Placement Coordination (Assisted Living, Memory Care, SNF) (HSABAIAL), Benefits, Insurance & Entitlement Navigation (Medicare/Medicaid/VA/LTC) (HSABAIAG)

Keywords

• Life care management
• Patient advocacy
• Aging life care
• Senior care coordination
• Healthcare navigation

Headquarters

HQ city

Cincinnati

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Life Care Management Services: Professional services fees for life care management, patient advocacy, healthcare navigation, environmental evaluations, and financial/legal coordination. Services are customized to individual client needs and likely billed on a per-engagement or recurring basis.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Trinity Aging Life Advisors provides professional life care management and patient advocacy services delivered by Registered Nurse Advocates and Client Care Managers. Services cover four dimensions: healthcare navigation and advocacy, environmental evaluations and aging-in-place support, financial and legal coordination, and social well-being — all tailored to seniors, individuals with disabilities, and their families.

Product overview

Trinity Aging Life Advisors is a service-based life care management company offering a unified suite of professional services rather than a software product. The core offerings include Medical Advocacy Services (healthcare navigation and patient advocacy), Life Care Management Services (care coordination and scheduling), Environmental Evaluation Services (home safety and living arrangement transitions), and Financial and Legal Services (bill management and document review). These services are delivered through Registered Nurse Advocates and Client Care Managers who work as cross-disciplinary teams. The company positions itself as providing comprehensive life care management support rather than discrete software modules.

Differentiator

Problem solved

Functional benefit

Products and services

• Medical Advocacy Services
• Life Care Management Services
• Environmental Evaluation Services
• Financial and Legal Services

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves4 records

Expansion highlights2 records

Direct peers

• Oasis Senior Advisors: Oasis Senior Advisors is a senior living placement and advisory franchise that works with families to identify appropriate senior housing and care options. It is comparable to Trinity because both operate in the senior care advisory space serving the same family and senior customer segments.
• CarePatrol: CarePatrol is a senior placement and care advisory franchise that helps families evaluate assisted living, memory care, and in-home care options. It is comparable to Trinity because it operates in the same eldercare advisory and placement coordination space, although CarePatrol is primarily a placement intermediary rather than a clinical care manager.
• Lifespan Consulting: Lifespan Consulting is a regional aging life care management practice providing geriatric care management, advocacy, and placement coordination. It is comparable to Trinity as a directly competing life care management firm serving similar senior and family customer segments with RN-supervised care coordination.

Broad incumbents

• ComForCare: ComForCare is a national franchisor of in-home care services, including personal care, dementia support, and respite care. It is comparable to Trinity as a provider serving the same senior and family customer segments seeking in-home support, though at much greater scale.
• A Place for Mom: A Place for Mom is the largest senior care advisory and referral network in North America, connecting families with assisted living, memory care, and in-home care providers. It is comparable to Trinity because it overlaps in the senior life care navigation and family advisory space, though at vastly greater scale and with a tech-enabled platform rather than an in-person RN delivery model.
• Senior Helpers: Senior Helpers is a national in-home senior care franchise offering personal care, companionship, and specialized dementia and Parkinson's programs. It is comparable to Trinity because both serve seniors seeking to age in place, although Senior Helpers delivers direct caregiver services rather than life care management and advocacy.
• BrightStar Care: BrightStar Care is a national home health and medical staffing franchise providing both skilled nursing and non-medical personal care. It is comparable to Trinity because it serves overlapping senior clientele with medically-supervised in-home services.
• Right at Home: Right at Home is a national in-home care and assistance franchise serving seniors and adults with disabilities. It overlaps with Trinity in addressing the aging-in-place customer need through companionship, personal care, and specialized support services.
• Visiting Angels: Visiting Angels is one of the largest national in-home senior care franchises, providing personal care, companionship, and respite services. It is comparable to Trinity because it addresses the same aging-in-place customer need, though its core offering is hands-on personal care rather than RN-led care management and advocacy.

Emerging players

• WellBe Senior Medical: WellBe Senior Medical provides in-home primary care and care coordination specifically for older adults, often operating within Medicare Advantage networks. It is comparable to Trinity because both serve elderly clients with multidisciplinary care management needs, though WellBe delivers clinical primary care whereas Trinity focuses on advocacy and coordination.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/trinity-aging-life-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

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 Trinity Aging Life Advisors