financial services
Trident Strategies
Our mission is to understand your financial situation and objectives at a deep level, identify the range of solutions available to you and then craft a strategic plan which most closely aligns with who you are and what you want to accomplish. We proactively work with you and your other advisors to mitigate risk and minimize the negative friction created by taxes and inflation. Protecting and growing your wealth is at the heart of what we do. Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Trident Wealth Strategies is not affiliated with Integrity Wealth. Tax and Legal services are not offered through Integrity Wealth. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.
About Trident Strategies:
Our mission is to understand your financial situation and objectives at a deep level, identify the range of solutions available to you and then craft a strategic plan which most closely aligns with who you are and what you want to accomplish. We proactively work with you and your other advisors to mitigate risk and minimize the negative friction created by taxes and inflation. Protecting and growing your wealth is at the heart of what we do. Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Trident Wealth Strategies is not affiliated with Integrity Wealth. Tax and Legal services are not offered through Integrity Wealth. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.
Technology Stack:
Podcast appearances (1)
Episodes mentioning Trident Strategies
Trident Strategies has been mentioned across 1 podcast.
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FAQs
Every question we get asked before
someone starts their trial.
If you have a concern about deliverability, AI quality, data privacy, or whether this will actually work for your specific situation, it's probably answered below.
How do agency tiers work?
Agency tiers have no base fee. You pay per managed client and per talent profile. Agency Standard is $199 per client per month, plus $39 per talent profile per month. Your own team's user seats are always free.
What is a talent profile?
A talent profile represents one person (founder, executive, or spokesperson) you are booking onto podcasts. It includes their bio, topics, headshots, and outreach history. Team plans include 5 profiles; agency plans are pay-as-you-go.
Can I switch plans later?
Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.
Is there a free plan?
Yes. Every new individual account gets 7 days of everything with no card: 50 pitch credits and up to 5 contacts a day. After that it moves to the Free plan: 5 pitch credits a month and your top 10 matches. You can build campaigns on Free; launching one needs a paid plan.
Do you offer a free trial?
Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.
What happens if I cancel?
You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.
Is the 20% annual discount automatic?
Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.
What if I have more than 50 profiles or 20 clients?
That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.