Trizic was conceived with a goal of helping the wealth industry prepare for, and implement, digital wealth solutions.

White labeled and enterprise class from the start, Trizic sought to enable, not compete, with our advisor and enterprise customer base. While other companies tried to replace wealth managers with investor-direct robo solutions, Trizic recognized that wealth advisors were critical to successful financial outcomes for their clients. 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.

Leadership

Drew Sievers, CEO

Drew drives Trizic’s vision to help the wealth industry prepare for and implement digital wealth solutions. Prior to Trizic, Drew was Co-Founder & CEO at mFoundry where he helped revolutionize customer access in the banking industry via mobile banking and payment technologies. As CEO, Drew led the company to an industry leadership position with more than 1,000 bank and credit union clients, before selling the company to FIS Global. Drew also serves as General Partner at early stage fintech investor, Operative Capital.

Iain Kennedy, COO

Iain leads Trizic’s product and delivery organization in building a platform that is revolutionizing digital wealth management. Before Trizic, Iain was the client services and delivery director for mFoundry, where Iain was responsible for the definition, delivery, and ongoing support of the company’s mobile banking and payments solution. Iain also lead implementation and delivery of financial planning solutions at investment fund firm Phoenix American, as well as Smith Barney/Citigroup.

Steve Mays, CTO

Steve is the technical visionary responsible for architecting and building the industry’s only enterprise class digital wealth solution. Before Trizic, Steve was co-founder of Message Bus, Gloss.com, X2 Technologies. He’s led departments and key initiatives for: Verifi, Veritrans, Edmunds, ILM, McKesson, Orbitz, Twitter, Kaiser, Shell.

Steve Lewczyk, CRO

Steve is the engine behind Trizic’s sales and business development growth. Before Trizic, Steve was Co-Founder at Nirvana Solutions, a cloud-based portfolio management solution for hedge funds, fund administrators, and other wealth management platforms. Steve was also VP in Corporate Development, and a General Manager for ACD at Advent Software. Before Advent, Steve was a Divisional Vice President at Fidelity Investments.

Board

Asiff Hirji

Former president, COO, CIO, and Office of the CEO at TD Ameritrade
Former President & CIO at Netfolio
Former director at Advent software
Executive Director at Airware
Former partner at TPG

Brad Matthews

Founder, Trizic
Former Associate Private Banker, JP Morgan
Former Associate, Barclays
Former Associate Banker, Citi Private Bank
Former Financial Advisor, Bear Stearns

Kelly Rodriques

Former CEO Pensco Trust
Former CEO Totality
Former Operating Partner at Ignition Partners
Former CEO Novo Interactive
Managing Partner at Operative Capital

Drew Sievers

CEO at Trizic
General Partner at Operative Capital
Former Co-Founder & CEO at mFoundry
Former President & CEO at Semaphore Partners

We’d love a chance to show you what Trizic can do.

Request a free demo