• FOUNDING YEAR: 2012
    LOCATION:
    United States
    REGION:
    CA
    Last Update:
    27 Jun, 2019
    Phone:
    +1 415-366-6872

Description

FOCUS

PRODUCTS & SERVICES:
Trizic Accelerator for Wealth Management Platform-portfolio automation and management, securities trading, rebalancing, compliance reporting, and client billing services. Trizic Accelerator allows advisors to personalize the front-end client user interface to reflect their brand and client experience, giving the clients the digital access they desire while retaining full advisor control over portfolio management and investment options.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Advisor and enterprise
EXISTING PARTNERSHIPS:
TD Ameritrade
COMMENT
Trizic's powerful software seamlessly connects clients, wealth management firms and the middle office elevating client satisfaction, efficiency and profitability.

PEOPLE

FOUNDERS:
Brad Matthews
Board Members and Advisors:
Laurine Garrity, Dan Jackson, Drew Sievers, Toli Kuznets
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
Commerce Ventures, Broadhaven Capital Partners, Freestyle Capital, Operative Capital

TRACTION

VALUATION / MARKET CAP:
$20 MM in 2017

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$11.52 Millions
DATE OF LAST FUNDING:
Jun 2017
SEED & PRIOR FUNDING:
$6.3 Millions
SEED CLOSED ON:
Feb 2017

LATEST RESEARCH