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Trizic
http://www.trizic.com/Last activity: 04.03.2018
Active - Reference to Harvest Savings＆Wealth Technologies Inc.
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.
Trizic's investors include Sorenson Ventures, FIS, Freestyle Capital, Broadhaven Capital Partners, Betsy Cohen, PEAK6, Commerce Ventures, and Level Four Advisory Services.
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.
Trizic's investors include Sorenson Ventures, FIS, Freestyle Capital, Broadhaven Capital Partners, Betsy Cohen, PEAK6, Commerce Ventures, and Level Four Advisory Services.
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]
Overview
Employees
11-50
Total raised
$17.8M
Founded date
2014
Funding Rounds 4
| Date | Series | Amount | Investors |
| Sign up to see | Sign up to see | Sign up to see | Sign up to see |
| Jun 26, 2017 | Funding round | $2.5M | |
| Feb 13, 2017 | Funding round | $3.3M | |
| May 6, 2015 | Seed round | $2M |
Mentions in press and media 11
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Mar 2, 2018 | Term Sheet — Friday, March 2 | VIRTUAL $$$ Good morning, Term Sheet readers. Paid Content See how A.I. can protect your enterprise From ExtraHop My colleague Robert Hackett discovered that Camp has been sketching out plans for a new cryptocurrency called “Eco” that aims ... |
| Mar 1, 2018 | Trizic Raises $10M Series A Funding | Trizic, a San Francisco, CA-based provider of digital workflow and automation technology for the wealth industry, raised $10m in Series A funding. The round was led by venture capital firm Sorenson Ventures with participation from FIS (NYSE... |
| Mar 1, 2018 | Trizic Lands $10M Series A Funding | SAN FRANCISCO, CA, Trizic, a leading provider of digital workflow and automation technology for the wealth industry, today announced a $10 million Series A investment. >> Click here for more funding data on Trizic >> To expo... |
| Jun 26, 2017 | Trizic Raises $2.5M in Funding | Trizic, a San Rafael, CA-based provider of an enterprise class digital advice and workflow technology platform, raised $2.5m in funding. The round was led by PEAK6 Investments with participation from recent investors Freestyle Capital, Broa... |
| Feb 15, 2017 | Trizic Raises $3.3M | SAN FRANCISCO, CA, Leader in enterprise class digital advice technology, today announced an oversubscribed $3.3MM equity investment led by Freestyle Capital. >> Click here for more funding data on Trizic >> To export Trizic ... |
| Feb 13, 2017 | Term Sheet — Monday, February 13 | AI, AR, IPO, HBD Hello, it’s me. Some quick notes to kick off your Monday. Paid Content Securing the enterprise without boundaries From ExtraHop At Ford, CEO Mark Fields has been preaching the gospel of innovation, disruption and mobility f... |
| Feb 13, 2017 | Trizic Raises $3.3M in Equity Funding | Trizic, a San Rafael, CA-based enterprise class digital advice technology platform, raised $3.3M in equity funding. The round was led by Freestyle Capital, with participation from Broadhaven Capital Partners and Commerce Ventures. The compa... |
| Jul 19, 2015 | 3 ways we screwed up our offshore development — and how we fixed it | We are excited to bring Transform 2022 back in-person July 19 and virtually July 20 - 28. Join AI and data leaders for insightful talks and exciting networking opportunities. Register today! You’d think by now a Silicon Valley tech company ... |
| Jul 19, 2015 | 3 ways we screwed up our offshore development — and how we fixed it | You’d think by now a Silicon Valley tech company like ours would have a clue about managing software development using an offshore development team, but as it turns out we didn’t. Maybe we should have known better, but growing a business is... |
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FAQ about Trizic
When was Trizic founded?
Trizic was founded in 2014.
How much funding has Trizic raised?
Trizic has raised $17.8M in total across 4 funding rounds.
What funding rounds has Trizic raised?
Parsers VC lists 4 funding rounds of Trizic, among them a funding round of $2.5M on Jun 26, 2017, a funding round of $3.3M on Feb 13, 2017 and a seed round of $2M on May 6, 2015.
What has the press written about Trizic?
Parsers VC has collected 11 articles mentioning Trizic, among them “Term Sheet — Friday, March 2” (Mar 2, 2018) and “Trizic Raises $10M Series A Funding” (Mar 1, 2018).
Is Trizic still active?
Yes, Trizic is active; its latest activity on Parsers VC dates from Mar 4, 2018.