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Bringing simple investment technology to the wealth industry

Bringing simple investment technology to the wealth industry

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: careers@trizic.com
Trizic.com, Founder; JP Morgan, Private Banker; iShares, Bus Dev; Citi, Private Banker; Bear Stearns, Financial Advisor; Series 7 & 66.
Total raised

$19.8M

Funded over

5 rounds

Latest round

Series A (Mar 2018)

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