{"name":"Triad Securities Corp.","domain":"triadsecurities.com","url":"https://optimly.ai/brand/triad-securities-corp","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Triad Securities Corp. is a family-owned, family-run agency-only broker-dealer providing global prime brokerage, trade execution, IPO and secondary market services, investment banking, and hedge fund consulting.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"},{"key":"description","label":"Description","shape":"text","content":"Founded on Wall Street in 1976, Triad Securities provides personalized securities and capital markets services for hedge funds, family offices, RIAs, professional traders, institutional customers, and small and middle-market companies.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To put people and quality service first while helping clients operate and grow through personalized financial services and long-term relationships.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"Kevin Schultz, Chairman; Larry Goldsmith, President; Kenneth Fisher, Chief Executive Officer; Nil Bhattacharya, Chief Technology Officer; Timothy Hoehler, Chief Compliance Officer; John P. Hannigan Jr., Head Sales Trader; Sheri Rosen, Senior Administrator, Triad IPO Service.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://triadsecurities.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Personal, relationship-driven, client-first, experienced, and service-oriented.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1976","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"},{"key":"headquarters","label":"Headquarters","shape":"text","content":"Wall Street","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Family-owned and family-run; founded by Richard E. Schultz, with Kevin Schultz taking over from his father as Chairman in 2011.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Triad helps financial and institutional clients run trading and investment businesses efficiently, access prime brokerage and clearing infrastructure, execute trades with reduced market impact, obtain IPO and secondary-market intelligence, raise capital, and complete middle-market transactions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Agency-only brokerage with no trading conflicts and no sale of order flow\nGlobal prime brokerage clearing, securities lending, and margin financing\nMultiple custody and clearing options across 50+ markets\nElectronic and high-touch trade execution with built-in redundancy\nReal-time IPO and secondary-market data, research, and market color\nProprietary web-based reporting, customized analytics, and operational support\nInvestment banking and advisory services for mergers and acquisitions, equity financing, and debt advisory\nHedge fund consulting, institutional marketing, investor introductions, and asset-raising support","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Prime Brokerage Services\nIPO & Secondary Service\nTrade Execution\nInvestment Banking\nHedge Fund Consulting & Marketing\nHealthcare Partners\nTriad Trader Pro platform\nTriad Mobile App","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Flexible fee structures are mentioned for investment banking and advisory services; specific prices are not provided.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services, securities, capital markets, investment banking, hedge funds, and healthcare companies.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Hedge funds, family offices, RIAs, professional traders, institutional customers, small and middle-market companies, emerging and established investment managers, specialty pharmaceutical companies, and medical device companies.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Hedge funds, family offices, RIAs, professional traders, institutional investment managers, emerging managers, and small and middle-market companies seeking personalized brokerage, prime brokerage, capital raising, advisory, or trading services.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Prime brokerage clearing and operational support\nSecurities lending and margin financing\nMulti-custodian and multi-broker access with consolidated reporting\nElectronic and outsourced trade execution\nIPO, secondary, and convertible preferred offering research\nMergers and acquisitions advisory\nEquity financing and debt advisory\nHedge fund launch, marketing, investor introductions, and asset raising","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Smoother trading operations and reduced middle- and back-office pressure\nAccess to multiple custodians and brokers through consolidated reporting\nGreater trading efficiency and reduced market impact\nAccess to searchable, real-time IPO and secondary-market information\nImproved capital-raising efficiency and investor targeting\nSupport identifying buyers, sellers, financing options, and transaction opportunities\nPersonalized service tailored to business needs rather than asset size","source_type":"1p_website","source_label":"Brand's website","source_url":"https://triadsecurities.com","updated_at":"2026-11-08T03:09:05.335450+00:00"}]}],"last_refreshed_at":"2026-11-08T03:09:05.341967+00:00","last_changed_at":"2026-11-08T03:09:05.347601+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=32fc9021-95aa-4283-afa2-49053a1347df"}