Tech Company Financing Transactions

Trizic Funding Round

On 3/1/2018, Trizic raised $10 million in Series A funding from Sorenson Capital, Broadhaven Capital Partners and Commerce Ventures.

Transaction Overview

Company Information

Company Status

Private & Independent

Industry

FinTech

Mailing Address

60 E. Sir Francis Drake Blvd. 200
Larkspur, CA 94939
USA

Phone

(415) 366-6583

Website

www.trizic.com

Email Address

[email protected]

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.

Profile

Social Media

Company News

Facebook

YouTube

Management Team

Title

Name

Email & Social

Chief Executive Officer

Drew Sievers

        

Chief Operating Officer

Iain Kennedy

        

Chief Technical Officer

Steve Mays

        

VP - Sales

Steve Lewczyk

        

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