- B2B
- Early StageStartup in initial stages
- Website
- Location
- Larkspur
- Company size
- 11-50 people
- Total raised
- $19.8M
- Company type
- Startup
- Markets
Trizic careers
At Trizic, we’re building cutting-edge tools to bring more innovation and efficiency to the wealth management industry.
From paperless onboarding to a digital advice platform, Trizic's solutions help banks, credit unions, RIAs and other asset managers save time, increase productivity, and scale their own investment advice. Our easy-to-use, easy-to-deploy technology was built for wealth managers who want to help their customers invest more simply.
Join our team as we build game-changing tools that are redefining standards and processes for wealth management. We'd love to hear from you: [email protected]
From paperless onboarding to a digital advice platform, Trizic's solutions help banks, credit unions, RIAs and other asset managers save time, increase productivity, and scale their own investment advice. Our easy-to-use, easy-to-deploy technology was built for wealth managers who want to help their customers invest more simply.
Join our team as we build game-changing tools that are redefining standards and processes for wealth management. We'd love to hear from you: [email protected]
Trizic hasn't added any jobs yet
Get notified when Trizic posts new jobs.
Brad Matthews
Trizic.com, Founder; JP Morgan, Private Banker; iShares, Bus Dev; Citi, Private Banker; Bear Stearns, Financial Advisor; Series 7 & 66.
Total raised
$19.8M
Funded over
5 rounds
Latest round
Series A (Mar 2018)
Rockbot • Remote • 1 week ago
Spreedly • Montreal • 3 weeks ago
Vidyard • Canada • 3 weeks ago
71lbs • Fort Lauderdale • $50k – $130k • No equity • 3 weeks ago
Brightidea, Inc. • San Francisco • 4 weeks ago