Trellis is a privately held insurtech company that provides embedded insurance and digital tools to help consumers find and manage personal insurance. It is backed by investors including General Catalyst, QED Investors, and NYCA Partners.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Latest Price
$78.39M
Series A, 2021, Perplexity
UpMarket Estimate
$67M
Based on UpMarket valuation model
How to Invest in Trellis Through UpMarket
Trellis shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Step 01
Verify accredited investor status
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
Step 02
Create an UpMarket account
Complete KYC/AML onboarding. Typically 1–2 business days. Licensed rep assigned on signup.
Step 03
Review available Trellis offerings
Full offering memoranda and risk disclosures provided before any commitment is required.
Step 04
Complete subscription documents
Review and sign subscription agreement. All documents handled digitally through the platform.
Step 05
Fund your investment
Wire transfer or ACH. $50K minimum. Funds held in custodial account until close.
Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
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Valuation Growth Over Time
Post-money valuation by round
Previous roundsMost recent
Date
Round
PPS (split-adj.)
Valuation
2021
Series A
$78.39M
Why Investors Are Watching Trellis
Growth Signal
Trellis was ranked Ottawa’s fastest-growing company in 2024
Invest Ottawa said Trellis was ranked Ottawa’s fastest-growing company in 2024 and later placed again in the city’s top ten. The recognition points to rapid scaling from a local startup base in the Ottawa ecosystem.
Market Opportunity
Trellis raised $1.5 million in a 2022 seed round
Clay reports Trellis raised $1.5 million across two rounds, with the latest being a seed round in January 2022. The company’s backers include Sand Hill North and Sentiero Ventures, which suggests early investor confidence in its market potential.
Risk Factor
Public data on Trellis remains limited for private-market analysis
ZoomInfo lists Trellis as a private company with revenue below $5 million and about 51 employees, but its valuation is not publicly disclosed. UpMarket also notes that Trellis is privately held and has no public ticker, limiting transparency for investors.
Interested in Trellis stock? Fill out the form above or sign up directly. Subject to availability. Accredited investors only.
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No. As of March 2026, Trellis is a private company and does not trade on any public stock exchange. Accredited investors can access Trellis shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Trellis does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in Trellis shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered alternative investments since 2019.
Pre-IPO investments carry significant risks. Trellis shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate of is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
Trellis is a privately held insurtech company providing embedded insurance and digital tools to help consumers find and manage personal insurance, and it was ranked Ottawa’s fastest-growing company in 2024 at a $67M valuation — accredited investors can access Trellis stock through UpMarket.