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Trizic
Bringing simple investment technology to the wealth industry11-50 Employees
  • B2B
  • Early Stage
    Startup in initial stages
Website
Location
  • Larkspur
Company size
11-50 people
Total raised
$19.8M
Company type
Startup
Markets
SaaSEnterprise SoftwareFinancial ServicesWealth Management
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People at Trizic

Founders
Brad Matthews
FounderSan Francisco
Avatar for Brad Matthews
Trizic.com, Founder; JP Morgan, Private Banker; iShares, Bus Dev; Citi, Private Banker; Bear Stearns, Financial Advisor; Series 7 & 66.
Background
Team
Sherry Wangenheim
EmployeeLarkspur
Avatar for Sherry Wangenheim
Iain Kennedy
SVP Product & Delivery • 9 years
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Brad Ondricek
Senior Software Engineer • 9 years
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Denise Martin
Customer Success Manager • 9 yearsSan Rafael
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Drew Sievers
CEOCalifornia
Avatar for Drew Sievers
Founding Partner, Operative Capital Former Co-Founder & CEO at mFoundry, Inc.
Olen Maszk
Systems Engineer • 9 years
Avatar for Olen Maszk
Greg Durham
Technical Operations Lead • 9 years
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Kevin Wong
Senior Software Engineer • 9 years
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Vanessa Torney
Office Manager • 9 yearsSan Rafael
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Steve Mays
CTO • 9 yearsSan Rafael
Avatar for Steve Mays
Experienced startup founder with tech and business experience in the US and internationally.
Antoine Meyer
Software Engineer • 10 yearsMiami
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Via
Software Engineer @Trizic
Board members and advisors
Scott Stiegler
Board Member
Avatar for Scott Stiegler
B
Drew Sievers
Board MemberCalifornia
Avatar for Drew Sievers
B
Founding Partner, Operative Capital Former Co-Founder & CEO at mFoundry, Inc.
Kelly Rodriques
Board Member
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B
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