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)-6%
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

We estimate that Trizic's latest funding round in December 2015 was $2 M. In total, Trizic has raised $5 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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