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.
Company Growth (employees)
Type
Private
HQ
San Francisco, US
Founded
2012
Size (employees)
22 (est)+10%
Website
trizic.com
Trizic was founded in 2012 and is headquartered in San Francisco, US

Trizic Office Locations

Trizic has offices in San Francisco and San Rafael
San Francisco, US (HQ)
302 555 Sutter St
San Rafael, US
302 1 Lucas Valley Rd

Trizic Data and Metrics

Summary Metrics

Founding Date

2012

Total Funding

$8.3 m

Latest funding size

$3.3 m

Time since last funding

5 months

Investors

Trizic's latest funding round in February 2017 was reported to be $3.3 m. In total, Trizic has raised $8.3 m

Trizic Online and Social Media Presence

Trizic Company Life and Culture

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