Trizic

OverviewSuggest Edit

Trizic provides enterprise-class, digital investment technology to wirehouses, brokerages, asset managers, banks and Registered Investment Advisors. The Сompany’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.
TypePrivate
Founded2012
HQSan Francisco, CA, USMap
Websitetrizic.com
Employee Ratings3.8More
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Employees (est.) (Aug 2019)42(+3%)
Cybersecurity ratingAMore
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Key People/Management at Trizic

Drew Sievers

Drew Sievers

CEO
Iain Kennedy

Iain Kennedy

COO
Steve Mays

Steve Mays

CTO
Steve Lewczyk

Steve Lewczyk

CRO
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Trizic Office Locations

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

Summary Metrics

Founding Date

2012

Trizic total Funding

$19 m

Trizic latest funding size

$10 m

Time since last funding

4 years ago

Trizic investors

Freestyle Capital, Sorenson Capital, Commerce Ventures, PEAK6 Investments, FIS, Broadhaven Capital Partners, Betsy Cohen
Trizic's latest funding round in March 2018 was reported to be $10 m. In total, Trizic has raised $19 m
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Human Capital Metrics

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Trizic Cybersecurity Score

Cybersecurity ratingPremium dataset

A

93/100

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Trizic Online and Social Media Presence

Trizic's Trends

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Trizic Blogs

April 08, 2021

Envestnet Acquires Harvest Savings & Wealth Technologies

March 21, 2019

2019 ABA WEALTH MANAGEMENT & TRUST CONFERENCE RECAP

Digital Disruption panelists Stuart DePina head of @Yodlee, Drew Sievers @TrizicCo CEO and Kevin Hughes of @MoneyGuidePro opine on power of #aggregation and enriched data to support digital acct opening, financial planning and predictive analytics. Technology took center stage on the agenda as well …
March 21, 2019

REMAKING THE CLIENT EXPERIENCE IN WEALTH MANAGEMENT

To start at the beginning (of the client lifecycle), bringing clients into wealth management can be dramatically improved. Drew Sievers, CEO of digital wealth management platform, Trizic, stressed that the retail banking industry is way ahead of the wealth industry in leveraging client-facing techno…

 Trizic Frequently Asked Questions

  • When was Trizic founded?

    Trizic was founded in 2012.

  • Who are Trizic key executives?

    Trizic's key executives are Drew Sievers, Iain Kennedy and Steve Mays.

  • How many employees does Trizic have?

    Trizic has 42 employees.

  • Who are Trizic competitors?

    Competitors of Trizic include Sargon, LightPoint and Tink.

  • Where is Trizic headquarters?

    Trizic headquarters is located at 555 Sutter St #302, San Francisco, San Francisco.

  • Where are Trizic offices?

    Trizic has offices in San Francisco and San Rafael.

  • How many offices does Trizic have?

    Trizic has 2 offices.