Trefis
PrivateLast Round
Series A
Extension
Aug 1, 2012
Total Funding Raised
$3.54M
Company Overview
Trefis operates in FinTech and is based in Boston, Massachusetts. Its latest recorded funding round was a Series A Extension round in August 2012.
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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Trefis Comparables
Compare Trefis with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| GuruFocus | 83% | |
| Finbox | 83% | |
| FAST Graphs | 81% |
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Trefis Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A Extension | Aug 1, 2012 | ||||
| Series A | Jun 1, 2010 | ||||
| Seed | May 15, 2009 |
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Key People
Founding team and executive leadership
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Trefis Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Lincoln Park Capital | Series A Extension |
| Ulu Ventures | Seed, Series A Extension |
| Village Ventures | Series 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.
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Trefis Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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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, so its shares have no public market price. Caplight tracks Trefis's secondary market activity and provides MarketPrice™ estimates of its share price 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.
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 in Trefis's shares on secondary markets.