Trizic, a San Rafael, CA-based provider of an enterprise class digital advice and workflow technology platform, raised $2.5m in funding.
The round was led by PEAK6 Investments with participation from recent investors Freestyle Capital, Broadhaven Capital Partners, and Commerce Ventures.
The company intends to use these additional funds to continue scaling their business.
Led by Drew Sievers, CEO, Trizic provides a hosted, enterprise-class, digital investment technology to wire houses, brokerages, asset managers, banks, credit unions, and Registered Investment Advisors. The platform is investment-product agnostic and accommodates ETFs, mutual funds, and equities.
Clients include John Hancock, Level Four Advisors, and FIS Global.