Trizic, Inc.
Wealth management platform
Digital onboarding
Whitelabeled ui
Enterprise software
Saas
Information technology & services
Founded in 2014
Larkspur, California
Trizic, Inc. information
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...
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
Employees
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Trizic, Inc.'s financial review
Trizic, Inc.'s Revenue (Yearly)
4.2M
Total Funding
41M
Employees
2
Last Funding Round
23M
Technologies
Salesforce
Customer Relationship Management
Route 53
Domain Name Services
Mailchimp Mandrill
Email Delivery
Gmail
Email Providers
Google Apps
Other
Microsoft Office 365
Other
Trizic, Inc. Competitors
Alumni
Employees
Looking for a particular Trizic, Inc. Employee?
Trizic, Inc.'s financial review
Trizic, Inc.'s Revenue (Yearly)
4.2M
Total Funding
41M
Employees
2
Last Funding Round
23M
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