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
Type
Private
HQ
San Francisco, US
Founded
2012
Size (employees)
13 (est)-7%
Trizic was founded in 2012 and is headquartered in San Francisco, US

Trizic Office Locations

Trizic has offices in San Francisco, San Rafael
San Francisco, US
San Rafael, US

Trizic Metrics

Trizic Summary

Founding Date

2012

Total Funding

$8.3 M

Latest funding size

$3.3 M

Time since last funding

11 days

Investors

We estimate that Trizic's latest funding round in February 2017 was $3.3 M. In total, Trizic has raised $8.3 M
We estimate that Trizic's current employees are approximately 10% female and 90% male.

Trizic Online Presence

Trizic Company Life

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