Funded Tech Companies
Trizic
Headquartered in Larkspur, Trizic has funding from Peak6, Broadhaven Capital Partners and Sorenson Capital.
Company Overview
Company Name
Trizic
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
60 E. Sir Francis Drake Blvd. 200
Larkspur, CA 94939
USA
Larkspur, CA 94939
USA
Phone
Website
Email Address
Company Background Information
Overview
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.
Last Transaction
3/1/2018
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Company Investors
- Peak6
- Broadhaven Capital Partners (Michael Sidgmore)
- Sorenson Capital (Rob Rueckert)
- Freestyle Capital (Dave Samuel)
- Commerce Ventures (Dan Rosen)
- Private Investors (Betsy Cohen)
- Operative Capital (Drew Sievers)
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