Harvest Savings & Wealth Technologies (formerly Trizic Inc.) is a San Francisco-based provider of integrated, enterprise-grade digital savings and wealth solutions for banks, credit unions, trust companies and other financial institutions. The company offers Digital Account Opening and Automated Digital Advice and lists clients including John Hancock, Bank of Oklahoma, First Citizen’s Bank, Apex Clearing Corporation and Central Trust Company. It recently launched two products: Goalkeeper, a white-labeled automated micro-savings solution that enables unlimited goals-based savings accounts with no monthly fees; and Signals, an actionable business intelligence layer that tracks specified patterns across retail and wealth core systems to trigger integrated actions. Harvest raised an additional $23M in a financing that included both equity and debt and said it will use the funds to accelerate growth. Led by CEO Drew Sievers, the company positions its offerings as tightly integrated savings and wealth solutions that operate up and down the value chain. Trizic offers an enterprise-class digital investment technology platform for wire houses, brokerages, asset managers, banks, credit unions, and Registered Investment Advisors. The platform is investment-product agnostic and accommodates ETFs, mutual funds, and equities. Led by CEO Drew Sievers, the company focuses on deploying digital wealth technology across the wealth spectrum. Trizic raised $10M in a Series A to support its expansion plans. The firm intends to use the funds to broaden its offering to RIAs, asset managers, broker dealers, banks, and credit unions. Its solution targets large financial institutions and independent advisors seeking automated digital investment workflows. Trizic provides a hosted, enterprise-class digital investment and workflow technology platform for wire houses, brokerages, asset managers, banks, credit unions and RIAs. The platform is investment-product agnostic and accommodates ETFs, mutual funds and equities. Trizic is led by CEO Drew Sievers and serves clients including John Hancock, Level Four Advisors and FIS Global. The company intends to use newly raised funds to continue scaling its business and operations. Its product targets large financial institutions with an emphasis on enterprise deployment and workflow integration. The company is based in San Rafael, CA. Trizic provides an enterprise-grade, cloud-based digital wealth advice platform for RIAs, broker-dealers, asset managers, wirehouses, banks and credit unions. Led by CEO Drew Sievers, the product is investment-product agnostic and supports ETFs, mutual funds and equities. The company offers a white-label, scalable solution for large financial institutions seeking automated advice capabilities. Trizic intends to use the proceeds from its recent financing to accelerate growth. The company raised $3.3M in equity funding in the reported round. Trizic is a San Francisco-based provider of digital wealth advisory solutions for financial institutions and registered investment advisors. It offers Trizic Accelerator, a cloud-based digital wealth advisory platform that enables broker-dealers, asset managers, banks, credit unions, trust companies and independent wealth management firms to offer online investment advice to prospective or current clients. Accelerator delivers a customized experience for online investors and includes a back-end console for advisors that automates online account opening, portfolio management, securities trading, rebalancing, compliance reporting and client billing. The company is led by CEO and founder Brad Matthews. Trizic raised $2M in seed funding and intends to use the funds for the full rollout of Trizic Accelerator. Backers included Operative Capital.

Total raised

$41M

Funding rounds

7

Latest round

Equity

Latest activity

Sep 2019