Trinity Wealth Advisors

trinitywealth.com

investment management

trinitywealth.com

Kirkwood, Missouri, United States

1-10 employees

10494000 revenue

LinkedIn Profile

About Trinity Wealth Advisors

life wealth planning, retirement planning, investment strategies, holistic wealth management, risk management, family wealth transfer, tax planning, team of cfp certified advisors, charitable giving, holistic financial strategy, financial planning, client-centric approach, investment management, family office services, purpose-driven wealth, b2c, faith-aligned investing, values-based financial planning, risk assessment, values-based legacy

Trinity Wealth Advisors's Tech Stack

AI/ML

Decision Makers at Trinity Wealth Advisors

1 contact

James Matush

President & CEO, Founding Partner

j***@trinitywealth.com Sign up to view

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11 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

CRMs like Salesforce signal an active sales operation. Companies using Salesforce are strong targets for sales training, RevOps tools, data enrichment, and Salesforce integrations.

Trinity Wealth Advisors's Position in the StackWho Database

• Trinity Wealth Advisors is 1 of 4,084 investment management companies tracked in StackWho.
• 4,071 investment management companies in our database have verified decision-maker emails (100% of the cohort).
• 4,360 companies in Missouri are in the StackWho database.
• 2,106 investment management companies are in the 1-10 employee range (same size as Trinity Wealth Advisors).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated July 2026.

Frequently Asked Questions

What technology does Trinity Wealth Advisors use?

Trinity Wealth Advisors uses Salesforce, Outlook, MailChimp SPF, Microsoft Office 365, Oracle Cloud, WordPress.org, and 5 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Trinity Wealth Advisors?

StackWho has verified email addresses for 1 decision maker at Trinity Wealth Advisors. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Trinity Wealth Advisors directly for sales, recruiting, or partnerships.

What industry is Trinity Wealth Advisors in?

Trinity Wealth Advisors operates in the investment management industry, headquartered in Kirkwood, Missouri, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Trinity Wealth Advisors's contact data?

Yes. StackWho Pro members can export decision maker contact data for Trinity Wealth Advisors and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.