Trizic, a San Rafael, CA-based enterprise class digital advice technology platform, raised $3.3M in equity funding.
The round was led by Freestyle Capital, with participation from Broadhaven Capital Partners and Commerce Ventures.
The company intends to use the funds to accelerate growth.
Led by Drew Sievers, CEO, Trizic provides a cloud-based enterprise grade digital wealth advice platform for RIAs, broker dealers, asset managers, wirehouses, banks, and credit unions. Trizic’s product is investment-product agnostic and accommodates ETFs, mutual funds, and equities.