Financial Services

Benefit from high-touch HR for your high-touch business.

Take care of your people with premium HR services

Financial services firms face increased challenges such as changing regulations, digital transformation and the fight for top talent. Depend on TriNet to ease your HR workload with our premium service model. You get a single point of contact and a service team that knows financial services, so you can focus on making the right investments.

Attract top talent to your firm

A rich set of benefits is vital to offering a premier employee experience. TriNet provides access to top-tier health plans through leading national and regional carriers. The solution also delivers a 401(k) plan with flexible investment options, health advocacy and access to a variety of perks.


Investors who state that alternative managers having a talent management program in place is critical to their investment decisions1


Alternative funds that do not have a formal talent management program1

  1. EY, 2018 Global Alternative Fund Survey (Nov 2018).

Stay focused on your next investment

Financial firms often run a slim operation with few hierarchical layers. It’s important to limit distractions for partners and associates, so that everyone can focus on the business at hand. By trusting your HR to TriNet, you can ensure critical business functions are taking place as they should—and that your employees are always supported.
Customer Success Story


The early-stage companies Crosslink Capital invests in need to concentrate on profitability and scaling without the distraction of researching day-to-day and complex HR tasks.


TriNet’s HR solution and expert guidance frees their portfolio companies up to focus on running their business and helps mitigate HR issues as they scale.

Read their full story

Protect your company's reputation

HR compliance and risk mitigation in an ever-changing regulatory environment requires time and specialized expertise. TriNet helps companies manage a broad range of employer-related risks through prevention programs, insurance coverage (EPLI) and claims mitigation.


Financial services CEOs who believe it’s harder to gain and retain trust in a digitized world1


Financial services CEOs who see lack of trust as a threat to growth, up from 60% last year1

  1. PwC, Confronting the Big Talent Challenges in Financial Services, (Feb 2017).

Working Together for You

A team of HR experts who look out for your business
Administrative help with managing payroll and benefits
HR best practices guidance on complex and sensitive issues
Workers’ compensation insurance
Risk mitigation services to help prevent employer liability, such as workplace lawsuits
Employee Support Center offering professional help with common HR questions

Explore Our Services

Our extensive industry experience means we understand the role of HR in a creative work setting, so we can provide best practices guidance on a wide range of issues.

With online payroll processing and automated tax reporting and remittance, we streamline this burdensome process so you can focus on more important things.

By offering access to premium benefits, we help you compete against larger agencies and holding companies for top talent.

Our team of experts and employment practices risk management program help you stay on top of HR regulations and complex employment issues.

Our advanced platform and mobile app offer flexible ways to stay on top of HR tasks and administrative duties, freeing your team to spend their time on billable projects.

When we make a new investment, TriNet is one of the first recommendations that we make to our startup founders for their employees.

Joseph Guzel
Principal, Crosslink Capital

* These reviewers were offered a gift card to thank them for their time irrespective of their opinion.

Let's Connect

Learn how TriNet’s comprehensive HR solutions can help your business. 

Fill out the form and we’ll contact you to set up a time to chat. 

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