Trident
Curated by SignalFinancial planning solutions offering personalized wealth management for individuals.
Overview
Trident is a financial planning and wealth management service provider that caters to individuals, families, and business owners in London, Edinburgh, and the home counties. The platform consolidates financial data to offer users a detailed overview of their financial status, facilitating the development of tailored financial plans that correspond with personal objectives, including retirement and education funding. Trident employs a fee-based model, which aims to ensure transparency and impartial advice, while also integrating environmental and sustainability considerations into investment strategies. The company offers scenario analysis tools and personalized strategies to assist clients in making informed financial choices across different life stages.
Key facts
- Founded
- 2010
- Headquarters
- Wokingham, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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