Trizic provides enterprise-class, digital investment technology to wirehouses, brokerages, asset managers, banks and Registered Investment Advisors. The company’s flagship solution, Trizic Accelerator, is a cloud-based platform that uses highly sophisticated, rules-based logic to execute trades that are compliant, tax-aware and meet fiduciary obligations. Trizic Accelerator is investment-product agnostic and accommodates ETFs, mutual funds and equities. Financial firms can easily create, update and assign model portfolios to reflect their unique investment strategy. A technology company, Trizic is not a RIA, sub-advisor, broker-dealer, and has no direct-to-consumer digital advisory offering.
Type
Private
HQ
San Francisco, US
Founded
2012
Employees
14 (est)
Trizic was founded in 2012 and is headquartered in San Francisco, US

Trizic Locations

San Francisco, US
San Rafael, US

Trizic Metrics

Trizic Summary

Founding Date

2012

Total Funding

$5 M

Latest funding size

$2 M

Time since last funding

about 1 year

Investors

Trizic's latest funding round of $2 M was in December 2015. In total, Trizic has raised $5 M.
10% of current employees of Trizic are female and 90% are male.

Trizic Company Life

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