Tech Company Financing Transactions
Trizic Funding Round
Trizic, based in Larkspur, secured $2 million in investment from Operative Capital.
Transaction Overview
Company Name
Announced On
5/7/2015
Transaction Type
Venture Equity
Amount
$2,000,000
Round
Seed
Investors
Operative Capital (Lead Investor) (Drew Sievers)
Proceeds Purpose
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.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
60 E. Sir Francis Drake Blvd. 200
Larkspur, CA 94939
USA
Larkspur, CA 94939
USA
Phone
Website
Email Address
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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