Trizic offers a hosted, enterprise-class digital investment platform designed for large wealth players. Its single, scalable platform is investment-product agnostic and accommodates ETFs, mutual funds, and equities. The company sells to wire houses, brokerages, asset managers, banks, credit unions, and registered investment advisors rather than direct-to-consumer. Trizic says it is rapidly expanding across the wealth spectrum and has a strong sales pipeline with multiple conversions across its target verticals. The company intends to use new capital to expand deployments and grow its deployment and sales organizations. Trizic is based in San Francisco, CA. Trizic offers a turnkey, enterprise-grade digital advice solution designed for RIAs, broker-dealers, asset managers, wirehouses, banks, and credit unions. The platform is positioned as a cloud-architected, digital upgrade to legacy wealth management technology. Management says the product is industry-focused and built to enable existing players in wealth management rather than disrupt them. The company highlights a strong list of clients and strategic partnerships that support its commercial traction. Trizic plans to use the new capital to accelerate growth and reinforce its position as a preeminent provider of large-scale digital wealth deployments. Leadership emphasizes continuing execution of a strategy to be the premier solution for enterprise digital advice.

Total raised

$13M

Funding rounds

2

Latest round

Series A

Latest activity

Mar 2018