Trizic Revenue and Competitors

Location

$42M

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • Trizic's estimated annual revenue is currently $13k per year.(i)
  • Trizic's estimated revenue per employee is $13,000
  • Trizic's total funding is $42M.

Employee Data

  • Trizic has 1 Employees.(i)
  • Trizic grew their employee count by -50% last year.

Trizic's People

NameTitleEmail/Phone
1
VP, FinanceReveal Email/Phone
2
VP, Product ManagementReveal Email/Phone
3
VP, Systems Engineering and SecurityReveal Email/Phone
4
Client Success ManagerReveal Email/Phone
5
QA LeadReveal Email/Phone
6
Back End DeveloperReveal Email/Phone
7
Systems EngineerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$24.5M175-3%$54.3MN/A
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What Is Trizic?

At Trizic, were 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: careers@trizic.com

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$42M

Total Funding

1

Number of Employees

$13k

Revenue (est)

-50%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Trizic News

2022-02-22 - Envestnet Buys Harvest, Broadening Its End-Client Appeal

Harvest Savings & Wealth Technologies was called Trizic before a 2019 rebranding, and features microsaving and rapid account opening tools.

2018-03-04 - Broadhaven Joins $10M Series A for Trizic

Trizic, a leading provider of digital workflow and automation technology for the wealth industry, today announced a $10 million Series A investment led by venture capital firm Sorenson Ventures with participation from FIS (NYSE: FIS), a global leader in financial services technology, and Betsy C ...

2018-03-01 - 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: FIS) and Betsy Cohen, as well as existing investors F ...

2017-06-26 - 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, Broadhaven Capital Partners, and Commerce Ventures. The co ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$0.9M60%N/A
#2
$1.5M9-71%N/A
#3
$0.8M10N/AN/A
#4
$1.2M1515%N/A
#5
N/A15-17%N/A