Trek is the business support hub where you can resupply—gaining access to the tools, strategy, and team that keep your advisory business moving forward.
Since 1996, we’ve helped independent advisors and RIAs find efficiency and growth through a flexible structure that adapts to how they work. Whether you’re focused on streamlining operations, expanding your value, or elevating the client experience, we offer systems and support that help you grow—without asking you to give up control of your business, brand, or vision.
What sets Trek apart is our people, and how deeply we care about yours. This isn’t a platform where you’re just another firm in the system. We take the time to know the advisors and teams we support, and we make it a priority to build real relationships at every level.
At Trek, you’ll find more than infrastructure.
You’ll find a connected community, a partner in your growth, and a team that treats your business—and your people—like family.
At Trek, you’ll find a community we treat like family.
To redefine the financial services landscape through innovative solutions that empower advisors and their teams to build independent, thriving businesses.
Our strength comes from the people who show up every day to support your business with care, consistency, and experience. Meet the team that makes it all work.
Chief Executive Officer
Chief Investment Officer
Chief Marketing Officer
Director of Advisory Services
Director of Business Development
Head of Derivatives and Portfolio Risk Management
Trading & Portfolio Manager
Compliance & Billing Manager
Operations Manager
Advisor Services
Advisor Services, Insurance & Annuity
Advisor Services
Marketing Coordinator
Experience Manager
