What departments does The Trellis Platform have?

The Trellis Platform has employees across 3 departments including Engineering, Customer Success, Business Development.

What is the largest department at The Trellis Platform?

The largest department at The Trellis Platform is Customer Success with 2 employees.

Where are The Trellis Platform employees located globally?

The Trellis Platform has employees across 1 continents and 1 countries including United States Of America.

How has The Trellis Platform's team size changed over time?

The Trellis Platform's team has decreased from approximately 8 to 7 employees based on available data.

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The Trellis Platform Employee Directory

Capital MarketsMassachusetts, United States2-10 Employees

The Trellis Platform provides an automated, full-cycle software solution for the alternative investment ecosystem, serving both capital seekers and investors. It streamlines the capital-raising process from initial setup through to investment, reducing friction in private market investing. The platform centralizes tools for managing investor activity, data, and communications within a secure, compliant environment. This configuration gives firms greater visibility, efficiency, and control over the capital-raising lifecycle, enabling more informed decisions and stronger investor relationships.

Based in Boston, Massachusetts, the company operates with a small team. In 2022, Trellis integrated with CrowdSmart to support investment decision-making for its clients.

The Trellis Platform Global Highlights

North America
7

United States Of America
7

The Trellis Platform's Leadership

R. H.
Chief Technology Officer
Mobile Phone
Email
K. S.
Director Of Client Success
Mobile Phone
Email
K. S.
Director Of Business Development
Mobile Phone
Email
C. M.
Client Success Manager Intern
Mobile Phone
Email
S. M. B.
Board Member
Mobile Phone
Email

The Trellis Platform Employee Metrics

100%

50%

2026

2025

Business
Entrepreneurship
Accounting
Administrative
Information Security
Other
Banking

Contact profiles from The Trellis Platform

Name

Title

Contact Info

Location

Last Update

R. H.
Chief Technology Officer
Mobile Phone
Email
Mar 13, 2026
K. S.
Director Of Client Success
Mobile Phone
Email
United StatesMaryland
Jan 14, 2026
K. S.
Director Of Business Development
Mobile Phone
Email
Feb 04, 2026
C. M.
Client Success Manager Intern
Mobile Phone
Email
United StatesUtah
Oct 21, 2024
S. M. B.
Board Member
Mobile Phone
Email
United StatesMassachusetts
Jun 19, 2026

Frequently Asked Questions

What is The Trellis Platform known for?

The Trellis Platform was founded in 2020 operates in the Capital Markets industry. The company's main headquarters is located in 53 State Street 23rd Floor Boston, Massachusetts 02110 United States. Explore The Trellis Platform's company overview page for more information.

What is The Trellis Platform's most common email format?

The Trellis Platform employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Trellis Platform email formats with LeadIQ.

How many employees does The Trellis Platform have currently?

The Trellis Platform has approximately 5 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are The Trellis Platform's key employees and leadership?

As of June 2026, The Trellis Platform's key employees include:

Chief Technology Officer: R. H.
Director Of Client Success: K. S.
Director Of Business Development: K. S.
Client Success Manager Intern: C. M.
Board Member: S. M. B.

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The Trellis Platform Employee Directory

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