Trizic trizic.com


Public list: fin tech ( fintech ) (9273) Wealth Tech (341) Capital Markets Tech (640)

Trizic is a provider of enterprise-class digital advice technology that is developing easy-to-use software solutions that connect clients, wealth management firms, and the middle office to elevate client satisfaction, efficiency, and profitability. Trizic accelerates wealth management firms' success through deep collaboration, maximum flexibility, and customizable technology platforms built for financial professionals' and clients' real-world investment needs.

Trizic is a provider of enterprise-class digital advice technology that is developing easy-to-use software solutions that connect clients, wealth management firms, and the middle office to elevate client satisfaction, efficiency, and profitability. T...Show all

Company (Alive / Active)

Phone: 415-366-6583

Fax:

101 Lucas Valley Road
Suite 200
San Rafael, 94903
California, United States

Latest News

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Total Funding Date of Last Funding
Trizic $20.1M Mar 1, 2018
Invessence $0M Sep 1, 2015

Web Traffic

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Engagement (PVPU)

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Investors

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Competitors

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Patents

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