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 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 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 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.
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
Former Associate Private Banker, JP Morgan
Former Associate, Barclays
Former Associate Banker, Citi Private Bank
Former Financial Advisor, Bear Stearns
Former CEO Pensco Trust
Former CEO Totality
Former Operating Partner at Ignition Partners
Former CEO Novo Interactive
Managing Partner at Operative Capital
CEO at Trizic
General Partner at Operative Capital
Former Co-Founder & CEO at mFoundry
Former President & CEO at Semaphore Partners