Trizic

Trizic is a San Francisco-based start-up dedicated to bringing wealth management into the digital age through game-changing technology.

Trizic is a San Francisco-based startup dedicated to re-thinking and re-creating the way wealth managers connect with their clients in a digital world. The Trizic team is passionately focused on developing innovative, intelligent and intuitive technology that helps solve the complex problems facing wealth management today, such as fee compression, commoditization, and clients' demands for digital solutions. Our core product, Trizic Accelerator, is an automated wealth-management platform designed to give financial firms what they need to succeed in the digital age—an investment-agnostic, cloud-based platform that enables them to launch a digital investment advisory offering and operate more efficiently and profitably with higher client satisfaction. Integrated with leading financial firms such as TD Ameritrade Institutional and requiring no set-up, Trizic manages the technology so wealth managers can focus on managing their business.