About Trefis
Trefis is a company based in Boston (United States) founded in 2007. Trefis has raised $3.54 million across 3 funding rounds from investors including Village Ventures. Trefis operates in a competitive market with competitors including Morningstar, IHS Markit, Bloomberg, YipitData and SGX, among others.
- Headquarter Boston, United States
- SectorsTechnology
- Website category Finance · Investing
- Website trefis.com
- Social LinkedIn X Facebook
- Total Equity Funding$3.54M (USD)
in 3 rounds
- Latest Funding Round$1.41M (USD), Series A
Aug 2012
- Investors
Funding Insights of Trefis
Trefis has successfully raised a total of $3.54M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $1.41 million completed in August 2012. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $3.54M
- Total Rounds 3
- Last Round Series A — $1.41M
- First Round $530,000
(May 2009)
- Investors Count 1
All 3 funding rounds of Trefis with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2012 | $1.41M | Series A | – | – | – |
| Jun 2010 | $1.6M | Series A | – | Village Ventures | – |
| May 2009 | $530,000 | Seed | – | – | – |
1 investors in total: 1 institutional.
Investors in Trefis
Trefis has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Village Ventures.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
FinTech & Media focused seed and early stage VC firm investing in the US | – | villageventures.com | Williamstown, United States |
Investor details for Trefis
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Trefis
12 people are tracked at Trefis (2 in leadership, 10 in team).
| Name | Role | Group |
|---|---|---|
Larry Gorkin | Managing Director | Leadership |
C. Jem Ozkaynak | Co-Founder & Product Lead | Leadership |
Jeff Rosko | Senior Fullstack Developer | Team |
Yogesh Joshi | Advisor | Team |
Michael Cotter | Executive Advisor | Team |
Soumyajyoti Basu | Senior Data Scientist and Investigation Engineer | Team |
manish jhunjhunwala | team member | Team |
Ekta Banka | Analyst | Team |
Edward Rose | Investor | Team |
Devdeep Singh | Research Analyst | Team |
Sambuddha Majumder | Equity Research Analyst | Team |
Adhik R. | Equity Analyst (Technology and Renewable Energy) | Team |
Complete people profiles for Trefis
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Timeline of Trefis
3 dated milestones of Trefis across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Trefis is founded.
- Funding First funding round of $530K.
- Funding Latest funding round, Series A, of $1.4M.
Competitors of Trefis
Trefis operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Morningstar, IHS Markit, Bloomberg, YipitData and SGX, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| morningstar.com | 1984 | Chicago, United States | $91M | 9,161 | Financial data and investment advisory tools are offered online. | |
| ihsmarkit.com | 1959 | London, United Kingdom | $1.16B | – | Online data source platform for information, analytics, and solutions for governments and financial markets | |
| bloomberg.com | 1981 | New York, United States | – | 14,760 | Provider of financial data to enterprises | |
| yipitdata.com | 2010 | New York, United States | $498.7M | 161 | Web data on public companies is analyzed for institutional investors. | |
| sgx.com | 1999 | Singapore | – | – | Operates a digital hub for securities and derivatives exchange data. | |
| factset.com | 1978 | Norwalk, United States | – | – | Financial data and analytics solutions are provided for investment professionals. | |
| dowjones.com | 1882 | New York, United States | – | 3,289 | Financial market data and analytics are provided online. |
Detailed competitors of Trefis
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Trefis
The website of Trefis (trefis.com) receives about 290.2K visits a month and ranks #198,777 among all websites worldwide, #12,134 in Investing.
- Monthly visits290.2K
▲ 20.1% vs previous month
- Unique visitors123.2K
per month
- Global rank#198,777
among all websites
- Category rank#12,134
Finance · Investing
- Bounce rate53%
- Pages per visit1.9
- Average visit1 min 10 sec
- DevicesDesktop 43% · Mobile 57%
Websites whose visitors overlap most with Trefis. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| finviz.com | 100% | – | #2,210 | View details | |
| covestor.com | 98% | – | – | View details | |
wikinvest.com | wikinvest.com | 97% | – | – | – |
vectorvest.com | vectorvest.com | 94% | – | #323,386 | – |
| fidelity.com | 84% | 129.5M | #275 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Trefis
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Trefis
Complete news archive for Trefis
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Trefis
10 companies that operate in the same segment as Trefis (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Trefis
Trefis was founded in 2007 and raised its 1st funding round 2 years after it was founded.
Trefis is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Trefis is a funded company, having raised a total of $3.54M across 3 funding rounds to date. The company's 1st funding round was a Seed of $530K, raised on May 2009.
Trefis is a stock analysis service that breaks down a stock price by the contribution of a companys major products and businesses. The model allows users to change underlying assumptions by simply dragging lines on charts forecasting the future price of the products, their future expected market share, etc. This lets users predict stock prices by adjusting variables in a companys business model, depending on how they think different segments of the company will perform. Trefis is a subsidiary of Insight Guru Inc. Revenue model includes a fee of 400year for pro membership.
Trefis's top competitors include Morningstar, IHS Markit and Bloomberg.
Trefis has 1 investor. Key investors include Village Ventures.
The website of Trefis receives about 290 thousand visits a month and ranks #198,777 among all websites worldwide.