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.
San Francisco, US
14 (est)

Trizic Locations

San Francisco, US
San Rafael, US

Trizic Metrics

Trizic Summary

Founding Date


Total Funding

$5 M

Latest funding size

$2 M

Time since last funding

11 months


Operative Capital

Trizic Company Life