- Feed Type
- Link
http://www.venturedeal.com/Search/SearchResultTransactionDetail.aspx?TransactionId=cc964665-e298-4319-958a-08e859a736d3 - Date
5/7/2015 - Company Name
Trizic - Mailing Address
555 Sutter Street San Francisco, CA 94102 USA - Company Description
We’re dedicated to rethinking the way wealth managers connect with their clients in a digital world. We come to this passion honestly. Our founder and CEO, a one-time private banker, found that the accepted tools and methods for growing his financial services business and meeting the needs of his clients were. - Website
http://www.trizic.com - Transaction Type
Venture Equity - Transaction Amount
$2,000,000 - Transaction Round
Seed - Proceeds Purposes
The new capital will be used for the full rollout of Trizic Accelerator, a digital wealth advisory platform for broker-dealers, asset managers, banks, credit unions, trust companies and independent wealth management firms. - M&A Terms
- Venture Investor