Trizic, a San Francisco, CA-based provider of digital wealth advisory solutions for financial institutions and Registered Investment Advisors (RIAs), raised $2m in seed funding.
Backers included Operative Capital.
The company intends to use the funds for the full rollout of Trizic Accelerator.
Led by Brad Matthews, CEO and founder, Trizic provides Trizic Accelerator, a cloud-based digital wealth advisory platform for broker-dealers, asset managers, banks, credit unions, trust companies and independent wealth management firms to offer online investment advice to prospective or current clients. Accelerator delivers a customized experience for online investors and offers a back-end console for advisors that automates online account opening, portfolio management, securities trading, rebalancing, compliance reporting and client billing.