Tria Capital Partners

Tria Capital Partners is a Dallas-based firm that offers long-term, minority financing solutions to wealth management firms in need of capital for acquisitions, ownership transitions, and other growth opportunities. With a team of experienced professionals specializing in RIA M&A, succession planning, and strategic operations, Tria aims to be a valuable and supportive partner in realizing the vision of its clients.

Co-founded by Steven E. Cortez, Yvonne N. Kanner, and Benjamin J. Robins, Tria Capital Partners brings together a wealth of expertise in the industry. The firm's commitment to empowering RIAs is reflected in its belief that these firms should be majority-owned and controlled by their employees, making Tria a preferred financing partner for industry-leading RIAs seeking outside capital while maintaining their independence.

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