Trizic trizic.com


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Trizic provides 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 provides 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 ac...Show all

Company (Alive / Active)

Phone: 415-366-6583

Fax:

60 E. Sir Francis Drake Blvd #200

Larkspur, 94939
California, United States

Latest News

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Total Funding Date of Last Funding
Trizic $28M Jun 25, 2019

Web Traffic

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Engagement (PVPU)

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Investors

Investor Investor Type Location Participating Rounds
Freestyle CapitalVenture CapitalMill Valley, California, United StatesSeries A - III, Series A - II, Series A
Broadhaven Capital PartnersInvestment BankStamford, Connecticut, United StatesSeries A - III, Series A - II, Series A
FISCorporationJacksonville, Florida, United StatesSeries A - III
Commerce VenturesVenture CapitalSan Francisco, California, United StatesSeries A - III, Series A - II, Series A
Betsy CohenAngel Investor (Individual)Series A - III
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Competitors

Company Status Description Investors

Patents

Title Application Date Patent Date Status
(Patent / Application)