Tech Company Financing Transactions

Trizic Funding Round

On 3/1/2018, Trizic raised $10 million in Series A funding from Sorenson Capital, Broadhaven Capital Partners and Commerce Ventures.

Transaction Overview

Company Name
Announced On
Transaction Type
Venture Equity
Series A

Sorenson Capital (Lead Investor) (Rob Rueckert)

Broadhaven Capital Partners (Michael Sidgmore)

Commerce Ventures (Dan Rosen)

Freestyle Capital (Dave Samuel)

private investors (Betsy Cohen)


Proceeds Purpose
The capital infusion comes at a time when Trizic is rapidly expanding its offering across the wealth spectrum, deploying digital wealth technology to RIAs, Asset Managers, Broker Dealers, Banks, and Credit Unions.

Company Information

Company Status
Private & Independent
Mailing Address
60 E. Sir Francis Drake Blvd. 200
Larkspur, CA 94939
Email Address
We're dedicated to rethinking the way wealth managers connect with their clients in a digital world. We come to this passion honestly. Our founder and CEO, a one-time private banker, found that the accepted tools and methods for growing his financial services business and meeting the needs of his clients were.
Trizic LinkedIn Company Profile
Social Media
Trizic Company Twitter Account
Company News
Trizic News
Trizic on Facebook
Trizic on YouTube

Management Team

Email & Social
Chief Executive Officer
Drew Sievers
  Drew Sievers LinkedIn Profile  Drew Sievers Twitter Account  Drew Sievers News  Drew Sievers on Facebook
Chief Operating Officer
Iain Kennedy
  Iain Kennedy LinkedIn Profile  Iain Kennedy Twitter Account  Iain Kennedy News  Iain Kennedy on Facebook
Chief Technical Officer
Steve Mays
  Steve Mays LinkedIn Profile  Steve Mays Twitter Account  Steve Mays News  Steve Mays on Facebook
VP - Sales
Steve Lewczyk
  Steve Lewczyk LinkedIn Profile  Steve Lewczyk Twitter Account  Steve Lewczyk News  Steve Lewczyk on Facebook



Browse more venture capital transactions:

Prev: 3/1/2018: Eko venture capital transaction
Next: 3/1/2018: Edgybees venture capital transaction


Share this article


About Database of VC Transactions

We do our best to record every notable VC transaction. VC investment data records reported here are sourced from company press releases and news coverage. The data comes to us via our partnership with, an affiliated venture.


Additional Resources for Entrepreneurs

Lists of Venture Capital and Private Equity Firms

Franchise Opportunities


Business Glossary