Trellis Wealth Advisors | Investor profile | Foundersuite

Investor info

Type

Registered Investment Advisors

Stage focus

Seed Round

Current fund size

$ 116,209,251

Industry focus

Description

Trellis Wealth Advisors is a financial advisory firm that provides personalized wealth management services, including investment planning, retirement strategies, and estate planning. They focus on helping clients achieve their financial goals through tailored advice and comprehensive financial solutions.

Previous investments

Company
Amount
Round

Example example company Inc
1000000
Investor meetings
Company & Company
11000000
Series C funding
Example
524000
Seed round A

Connected people

Email visible after logging in

Example Exampleexample[email protected]
Example Exampleexample
Notexample Examplenotexample example[email protected]
Example Examplenotexampleexample example[email protected]
Example Exampleexample[email protected]
Example Exampleexample[email protected]

See other investors focused on

Finance

Other investors you may be interested in