Trellis

Trellis

Private
Claymont, DelawareFinTechhttps://trellisconnect.com

Last Round

Series B

Sep 5, 2023

Total Funding Raised

$32M

Momentum Score

50 /100

Company Overview

Trellis is an insurtech and fintech company that provides a platform to simplify and automate shopping for home and auto insurance.

Sector

FinTech

Verticals

InsurTech, Personal Finance, API Management, Financial Data

Business Model

B2B2C

Customer Profile

Marketplace Commission, Usage-Based SaaS

AI Layer

Non-AI

Keywords

embedded insuranceinsurance marketplaceinsurtechP&C insuranceinsurance APIB2B2Cwhite label insuranceembedded financeinsurance comparisonauto insurancehome insuranceconsumer-permissioned datarenters insuranceneobanksinsurance data verification

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Trellis Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Trellis Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Series BSep 5, 2023
Series A ExtensionMay 18, 2022
Series AJun 3, 2021
SeedMay 6, 2019

Key People

Founding team and executive leadership

Daniel Demetri

Founder CEO

Founding Team

Trellis Investors

Notable investors and investment history

InvestorRounds
Okapi Venture CapitalSeries B
Revel PartnersSeries B
NYCA PartnersSeed, Series A
Top Tier Capital PartnersSeries B
Craft VenturesSeries B
Calibrate VenturesSeries B
Amex VenturesSeries A Extension

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 21, 2026

    Platform now provides access to over 80 insurance carriers.

  • Apr 21, 2026

    Platform integrates with Progressive, Geico, and other major insurers.

Trellis Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Trellis Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersClaymont, Delaware
Employee Range124
Year Founded2019
Last FundingSep 5, 2023

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