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Gathering insights about Triangle Wealth Management

Triangle Wealth Management Tech Stack

Triangle Wealth Management uses 8 technology products and services including Sucuri, WordPress, Cart Functionality, and more. Explore Triangle Wealth Management's tech stack below.

  • Sucuri
    Content Delivery Network
  • WordPress
    Content Management System
  • Cart Functionality
    E-commerce
  • JSON-LD
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Priority Hints
    Performance
  • Nginx
    Web Servers

Triangle Wealth Management's Email Address Formats

Triangle Wealth Management uses at least 3 format(s):
Triangle Wealth Management Email FormatsExamplePercentage
FLast@trianglesecurities.comJDoe@trianglesecurities.com
82%
First@trianglesecurities.comJohn@trianglesecurities.com
18%
First@plcwealth.comJohn@plcwealth.com
100%
FLast@trianglewealth.comJDoe@trianglewealth.com
100%

Frequently Asked Questions

Where is Triangle Wealth Management's headquarters located?

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Triangle Wealth Management's main headquarters is located at 1301 Annapolis Drive Raleigh, North Carolina 27608 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Triangle Wealth Management's phone number?

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You can contact Triangle Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Triangle Wealth Management's official website and social media links?

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Triangle Wealth Management's official website is trianglewealth.com and has social profiles on LinkedIn.

What is Triangle Wealth Management's NAICS code?

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Triangle Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Triangle Wealth Management have currently?

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As of April 2026, Triangle Wealth Management has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Cco: C. T.Chief Compliance Officer: J. S.Chief Financial Officer, Managing Director: D. K. G.. Explore Triangle Wealth Management's employee directory with LeadIQ.

What industry does Triangle Wealth Management belong to?

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Triangle Wealth Management operates in the Financial Services industry.

What technology does Triangle Wealth Management use?

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Triangle Wealth Management's tech stack includes SucuriWordPressCart FunctionalityJSON-LDjQuery MigratejQueryPriority HintsNginx.

What is Triangle Wealth Management's email format?

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Triangle Wealth Management's email format typically follows the pattern of FLast@trianglesecurities.com. Find more Triangle Wealth Management email formats with LeadIQ.

When was Triangle Wealth Management founded?

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Triangle Wealth Management was founded in 2000.

Triangle Wealth Management

Financial ServicesNorth Carolina, United States11-50 Employees

Triangle Wealth Management is an SEC-registered investment advisor based in Raleigh, North Carolina. Founded in 2000 by Paul D. Reynolds III and his team after leaving a large national bank, it emphasizes a culture focused on addressing families' financial needs and is 100% employee-owned. 

The firm serves more than 500 families, primarily in North Carolina and the Southeast, and works with clients across a wide age range. Its typical clientele includes retirees, business owners, professionals, and families who value personal attention and a small-firm culture. The practice emphasizes listening and thoughtful questioning to establish clear, realistic plans that help clients reach long-term goals with prudent management.

Section iconCompany Overview

Headquarters
1301 Annapolis Drive Raleigh, North Carolina 27608 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Triangle Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Triangle Wealth Management's revenue is estimated to be in the range of $10M$25M

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