Tripeak Group
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.
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Verified contacts
8
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
5
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- ET
Erik Trooien
Senior Associate · Finance & Accounting
EmailPhone - WM
William Montanez
Senior Associate · Finance & Accounting
EmailPhone - MB
Michael Bautista
Associate · Finance & Accounting
EmailPhone - DR
Daniel R. Gilman
Co-founder, CEO · General Business & Management
EmailPhone - MG
Mitchell Gilman
Intern Summer 2025 · Other
EmailPhone
Showing 5 of 8 verified contacts
Top roles at Tripeak Group
4 distinct titles indexed · top 4 shown.
- 2associate
- 2senior associate
- 1co-founder, ceo
- 1intern summer 2025
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