Trinity Benefit Advisors

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Trinity Benefit Advisors - overview

Established

2009

Location

Philadelphia, PA, US

Primary Industry

Business Support Services

About

Trinity Benefit Advisors specializes in providing tailored employee benefits solutions to enhance organizational health and financial security for businesses and their employees. Founded in 2009, Trinity Benefit Advisors operates from Philadelphia, US, offering comprehensive employee benefits services. The company was acquired by OneDigital Health and Benefits, Inc. in June 2019, becoming part of a larger portfolio aimed at expanding their service offerings.


Specific details about its founders are not available. Trinity Benefit Advisors delivers customized employee benefits solutions designed to meet the needs of various businesses, including health insurance plans, retirement services, and human resources consulting. The company employs technology to optimize its processes, serving clients across multiple sectors with a focus on enhancing employee engagement and satisfaction. Trinity Benefit Advisors generates revenue through tailored consulting services and employee benefits management agreements with clients.


These partnerships typically involve ongoing service fees that vary based on the specific needs of businesses, ensuring comprehensive support across their employee lifecycle. Their revenue model encompasses both B2B solutions and direct-to-consumer engagements, enhancing their market reach. Following its acquisition in June 2019, Trinity Benefit Advisors aims to expand its product offerings and geographic reach. The company is focusing on launching new employee benefits solutions tailored for emerging markets by the end of 2023.


Recent financial backing will facilitate the development of innovative services and support entry into these new regions, enhancing their operational capabilities and client support initiatives.


Current Investors

OneDigital Health and Benefits, Inc.

Primary Industry

Business Support Services

Sub Industries

Consulting Services

Website

www.tbabenefits.com

Verticals

RegTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Trinity Benefit Advisors - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
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Trinity Benefit Advisors - employee data

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