Trizic works closely with advisors, banks, credit unions, broker dealers, and asset managers to leverage technology that supports and enhances a wealth manager's ability to deliver meaningful results for their clients.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 02/15/17 | $3,300,000 |
Broadhaven Capital Partners Commerce Ventures | undisclosed | |
| 03/01/18 | $10,000,000 | Series A |
Betsy Cohen Broadhaven Capital Partners Commerce Ventures FIS FreeStyle Capital Peak6 Sorenson Ventures  | undisclosed |
