Trizic

Trizic founded in 2012 and headquartered in San Rafael California, provides digital investment technology to wirehouses, brokerages, asset managers, banks and Registered Investment Advisors. The company's flagship solution, Trizic Digital Advisor, is a turnkey, cloud-based managed investing solution. It automates everything from lead generation and model selection, through portfolio monitoring and rebalancing. Advanced optimization algorithms execute trades that are compliant, tax-aware and meet fiduciary obligations. Trizic Digital Advisor is investment-product agnostic and accommodates ETFs, mutual funds, and equities. It helps financial firms serve digital-savvy clients and manage accounts of any size, at scale. Trizic is a technology company and has no direct-to-consumer digital advisory offering.