At TriPeak, we provide fractional CFO services and operational support for real estate developers, private fund managers, and growth-stage businesses. We serve as a full-spectrum financial partner, helping clients streamline complexity, free up internal bandwidth, and focus on what they do best: building and growing.

We are a small, senior-led team by design. The founders and leadership remain closely involved throughout every engagement, not just at the start. We limit the number of new clients we take on each year to ensure every relationship gets the time, depth, and attention it deserves. Our focus is on quality over quantity and on building long-term partnerships with clients who value responsiveness, trust, and execution.

We are not the cheapest option, and that is intentional. Our model is built to be high-touch and highly effective, offering comprehensive support across financial strategy and operations. From the first day of engagement, we work deep in the details, untangling processes, stabilizing financial systems, and solving immediate operational challenges. As we gain a clearer view of each client’s business, we layer in more strategic value, scaling our support up the operational and capital stack.

To support this work, we offer a suite of proprietary, purpose-built systems that help streamline fund administration, payments, and project-level finance. These tools are secure, continually evolving, and available at no extra cost to clients.

At every stage, TriPeak delivers structure, clarity, and execution so our clients can move faster, grow smarter, and stay focused on what matters most.

TriPeak Group

The Chicago office focuses on financial consulting and management services for businesses in the Midwest.

Chicago

The Dallas office focuses on supporting client relations and project execution through associate-level positions.

Dallas

The New Hope office focuses on strategic leadership and innovative direction, fostering growth and collaboration.

TriPeak Group

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Teams

Offices

TriPeak Group

Org chart

Teams

Offices

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