Trefis
PrivateLast Round
Series A
Extension
Aug 1, 2012
Total Funding Raised
$3.54M
Momentum
Top 25%
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
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% | |
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 |
Key People
Founding team and executive leadership
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.
Trefis Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Trefis's valuation, stock price, and market status.