Trizic, Inc. Employee Directory
Software DevelopmentCalifornia, United States11-50 Employees
Trizic, Inc. operates in the software development field with a focus on wealth management. The company develops digital tools that aim to streamline onboarding, automate workflows, and support advisory services for banks, credit unions, registered investment advisors, and other asset managers, helping them increase efficiency and scale their investment advice. Based in Larkspur, California, Trizic positions itself as a provider of enterprise-class digital guidance and workflow technology for the wealth industry. Its solutions are designed to simplify the customer experience and enable wealth managers to deliver advice more effectively, with recent activity highlighting product development in digital financial services offerings.