Trizic Secures $2,000,000 Seed Financing Round

  • Feed Type
  • Date
  • Company Name
  • 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
  • Transaction Type
    Venture Equity
  • Transaction Amount
  • Transaction Round
  • 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

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