Trefis logo — Interactive Data & Analysis Platform: Insightful. Interactiv...

Trefis

Interactive Data & Analysis Platform: Insightful. Interactive. Configurable.

Founded 2009 United States Boston, United States 21 employees Total: $4.06M Analytics, Big Data +5

General Information

Company Name Trefis
Founded Year 2009
Location United States Boston, United States
Founders / Decision Makers
Team member
Employees 21
Industries Analytics, Big Data, Finance +4
Business Model Platform, SaaS, B2B
Revenue Model Subscription, Tiered Pricing, Licensing
Social

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About Trefis

Trefis is an innovative platform founded in 2009 that is transforming the landscape of data analysis with its interactive models. Specializing in Analytics within industries such as Big Data, Finance, and Fintech, the company's mission is to deliver high-quality data with exceptional analytical depth to decision-makers.

The core technology of Trefis aims to convert complex data representations, often constrained to Excel-based formats, into visually appealing and configurable interactive experiences. These enhanced, user-friendly models allow the creation and examination of limitless "what-if" scenarios, enabling users to evaluate risk and reward seamlessly. Such features foster more informed and meaningful stakeholder engagement.

Headquartered in the United States, Trefis is poised to appeal to investors with its existing coverage of thousands of companies via its dashboards. Although its last noted investment was a $1.40M Early VC round in August 2012, the company remains a compelling prospect for those interested in innovative data solutions.

Business keywords: Interactive Data Platform, Visual Data Modeling, What-if Scenarios, Risk Assessment, Stakeholder Engagement, Stock Analysis, Market Prediction, Assumption Management, Scenario Comparison, Business Analysis, Data Visualization, Auto-transform Models, Company Performance Analysis, Investment Decision Support, Dashboard Analytics

Services & Products

Investment Strategies Development
Financial Market Analysis
Portfolio Management
Advisory Services

Target Customers

Individual Investors Financial Advisors Institutional Investors

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Early VC $1.40M -
01 Aug 2012
Series A $1.60M 1
Village Ventures
01 Jun 2010
Series A $560.00K 1
Semyon Dukach
01 Mar 2009
Seed $500.00K 3
Ulu Ventures, Stephen Marcus +1
01 Nov 2008

Trefis Alternatives & Competitors

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FAQ About Trefis

Interactive Data & Analysis Platform: Insightful. Interactive. Configurable.
Trefis was founded in 2009.
Trefis is headquartered in Boston, United States.
Trefis operates in Analytics, Big Data, Finance, Financial Services, Fintech, IT and Internet. Its work centres on Interactive Data Platform, Visual Data Modeling, What-if Scenarios and Risk Assessment. Its customers include Individual Investors, Financial Advisors and Institutional Investors.
Trefis has a Platform, SaaS and B2B business model. Its revenue comes from Subscription, Tiered Pricing and Licensing.
Trefis has approximately 21 employees.
Trefis has completed 4 funding rounds, raising a total of $4.06M.
Trefis offers: Investment Strategies Development, Financial Market Analysis, Portfolio Management, Advisory Services.
Top alternatives and competitors to Trefis include Fintables, F-Ray Financial Technologies, Habidatum, Koyfin, Panalyt. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Trefis and Fintables are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Trefis, https://bouncewatch.com/company/trefis, updated 29 July 2026. When citing, please name BounceWatch and link this page.

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