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.

Trizic's investors include Sorenson Ventures, FIS, Freestyle Capital, Broadhaven Capital Partners, Betsy Cohen, PEAK6, Commerce Ventures, and Level Four Advisory Services. 

Company details



Larkspur, California

Year founded


Company size

11-50 employees


wealth management platform, digital onboarding, white-labeled UI, and enterprise software