Trizic

wealthtech-retailrobo advisors

FOUNDING YEAR: 2012
LOCATION: United States
Last Update: 01/05/2020

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MEDICI Analysis

Trizic Accelerator is an automated wealth-management platform designed to give financial firms what they need to succeed in the digital age—an investment-agnostic, cloud-based platform that enables them to launch a digital investment advisory

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

Trizic’s SaaS model uses a contract-free pricing model that charges a percentage based on AUM, starting at 0.05%

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.

Traction

VALUATION / MARKET CAP:

$20 M in 2017

People

BOARD MEMBERS AND ADVISORS

Drew Sievers

Laurine Garrity

Dan Jackson

Toli Kuznets

NUMBER OF EMPLOYEES

11-50

INVESTORS:

Broadhaven Capital Partners

Commerce Ventures

Freestyle Capital

Operative Capital

Momentum

FUNDED

YES

TOTAL FUNDING

$6.3 M

DATE OF LAST FUNDING

Jun 2017

SEED & PRIOR FUNDING

$6.3 M

SEED CLOSED ON

Feb 2017

FUNDING SERIES

SERIES A  · ---  · Jun 2017

LISTED

NO

COMMENT

Debt Financing: $725 k(Sep 2016) and Venture: $2 M(Dec 2015)

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