- B2B
- Early StageStartup in initial stages
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]
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Brad Matthews
Trizic.com, Founder; JP Morgan, Private Banker; iShares, Bus Dev; Citi, Private Banker; Bear Stearns, Financial Advisor; Series 7 & 66.
Valuation
$0
Funded over
5 rounds
Latest round
Series A (Mar 2018)
ZBeta • Larkspur • $100k – $115k • 2 days ago
GaggleAMP • Beaverton • $100k – $150k • 3 days ago
Taulia • San Francisco • $150k – $180k • 4 days ago
MailerLite • Barcelona • $30k – $37k • 1 week ago
TerraVerde Renewable Partners • Sausalito • $110k – $145k • 2 weeks ago
