Trek Financial, LLC
Trek Financial, LLC is a multi-family office headquartered in Scottsdale. Founded in 1996, the employee-owned firm stewards wealth generated through investment advisory success and technology entrepreneurship.
Trek Financial, LLC
Trek Financial, LLC is a multi-family office headquartered in Scottsdale. Founded in 1996, the employee-owned firm stewards wealth generated through investment advisory success and technology entrepreneurship. Trek provides integrated financial planning, discretionary portfolio management and risk mitigation for affluent families across the United States, supported by a nationwide network of fiduciary advisors—delivering evergreen growth capital.
General information
Firm type
Bank / Wealth / Trust
Year founded
2013
AUM
—
Location
Region
North America
Country
—
City
Scottsdale
Corporate office
910 W. Main Street, Suite 425, Boise, ID 83702
Frequently asked questions
What is Trek Financial, LLC?
Trek Financial, LLC is a bank / wealth / trust headquartered in Scottsdale.
When was Trek Financial, LLC founded?
Trek Financial, LLC was founded in 2013.
Where is Trek Financial, LLC headquartered?
Trek Financial, LLC is headquartered in Scottsdale, in the North America region.
What does Altss track for Trek Financial, LLC?
Altss maintains an OSINT-verified profile of Trek Financial, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Trek Financial, LLC's website?
Trek Financial, LLC's public website is www.trekfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Trek Financial, LLC?
Trek Financial, LLC is classified by Altss as a Bank / Wealth / Trust within the North America region.
How does Altss source intelligence on Trek Financial, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Trek Financial, LLC?
Trek Financial, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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