Trek Financial
Overview
Trek Financial is a nationwide network of independent financial advisors who work with individuals, families, and business owners to provide thoughtful financial planning and investment guidance. Advisors within the Trek network assist clients in organizing financial decisions and offer guidance across areas such as financial planning, investment management, retirement preparation, and long-term wealth planning. While each advisor operates an independent business, they share a common focus: helping clients make informed decisions that support the life they want to build. Trek Financial is a Registered Investment Advisor that brings together independent financial advisors who serve clients across the United States. Advisors within the Trek network work with individuals, families, and business owners to help organize financial decisions and provide guidance across areas such as financial planning, investment management, retirement preparation, and long-term wealth planning. While each advisor operates an independent business, they share a common focus: helping clients make informed decisions that support the life they want to build. Trek advisors act as fiduciaries when providing advisory services, which means their guidance is centered on the best interests of the clients they serve. Trek Financial is a nationwide network of independent financial advisors who work with individuals, families, and business owners to provide thoughtful financial planning and investment guidance. Advisors within the Trek network assist clients in organizing financial decisions and offer guidance across areas such as financial planning, investment management, retirement preparation, and long-term wealth planning. While each advisor operates an independent business, they share a common focus: helping clients make informed decisions that support the life they want to build. Trek Financial is a Registered Investment Advisor that brings together independent financial advisors who serve clients across the United States. Advisors within the Trek network work with individuals, families, and business owners to help organize financial decisions and provide guidance across areas such as financial planning, investment management, retirement preparation, and long-term wealth planning. While each advisor operates an independent business, they share a common focus: helping clients make informed decisions that support the life they want to build. Trek advisors act as fiduciaries when providing advisory services, which means their guidance is centered on the best interests of the clients they serve.
Investment Focus
- Open to accredited investors
- Preference for investments in the United States
- Focus on sectors such as financial services, healthcare, technology, consumer goods, energy, real estate, manufacturing, retail, telecommunications, transportation, media, education, utilities, agriculture, and construction
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Trek Financial
What sectors does Trek Financial invest in?
Trek Financial invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Nationwide, United States. Trek Financial is listed as a other in the ConnectSafely investor database.
What stage does Trek Financial invest at?
Trek Financial backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 100K - 5M.
Which regions does Trek Financial invest in?
Trek Financial invests across United States.
Who are the partners at Trek Financial?
Team members listed for Trek Financial include David Maxey (Chief Operations Officer) and Jordan D. McGrath (Director Of Business Development).
What companies has Trek Financial invested in?
Trek Financial's portfolio includes TransGlobal Logistics, TeleCom Networks, Urban Living Properties, Consumer Goods Co., EduTech Systems, Media Group, BuildRight Construction and FinServe.
How do I contact Trek Financial?
Trek Financial's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
