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Trefis

Trefis

Private
Boston, MassachusettsFinTechhttps://www.trefis.com/data/home

Last Round

Series A

Extension

Aug 1, 2012

Total Funding Raised

$3.54M

Momentum

Top 50%

of companies Caplight tracks

Company Overview

Trefis is a business and financial data analytics company that provides an interactive platform for analyzing company valuations and stock price drivers.

Sector

FinTech

Verticals

Financial Data, Investment Platforms, Wealth Management, Data Visualization, Business Intelligence

Business Model

B2B

Customer Profile

Subscription SaaS, Data as a Service

AI Layer

Non-AI

Keywords

financial modelingequity researchstock valuationinvestment researchfinancial analyticsdata visualizationfundamental analysisstock screenerAPISaaSfintechinvestment toolmarket intelligencequant researchdata as a service

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Track how buyer interest and sentiment changes over time.

Trefis Comparables

Compare Trefis with similar companies based on industry and business-model similarity.

Trefis comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
GuruFocus
83%
Finbox
83%
FAST Graphs
81%

Trefis Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series A ExtensionAug 1, 2012
Series AJun 1, 2010
SeedMay 15, 2009

Key People

Founding team and executive leadership

Jean Ho

Principal Chief Executive Officer

Executive Team

Trefis Investors

Notable investors and investment history

Trefis investors
InvestorRounds
Lincoln Park CapitalSeries A Extension
Ulu VenturesSeed, Series A Extension
Village VenturesSeries A Extension

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jun 19, 2026

    Monthly visitors grew 43% MoM.

  • Aug 1, 2012

    $1.38M round with Lincoln Park Capital, Ulu Ventures, and Village Ventures.

Trefis Filings

Explore SEC and related filing metadata, where available.

Trefis filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Trefis's valuation, stock price, and market status.

Is Trefis a public or private company?

Trefis is a private company.

What is the current stock price of Trefis?

Trefis is a private company with no public stock price. Caplight tracks Trefis's secondary market activity and provides MarketPrice™ estimates to Caplight users.

How much is Trefis worth (valuation)?

Valuation information for Trefis is not publicly available.

Can I buy Trefis stock?

Trefis shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Trefis's last funding round?

Trefis's most recent funding round was Series A Extension on August 1, 2012.

Who are the main investors in Trefis?

Key investors in Trefis include Lincoln Park Capital, Ulu Ventures, Village Ventures.

Will Trefis IPO soon?

No public IPO plans have been announced for Trefis.

How can I track Trefis secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Trefis's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersBoston, Massachusetts
Employee Range14
Year Founded2009
Last FundingAug 1, 2012

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