Trefethen Advisors
Financial Services • 
United States • 1-10 Employees
Company overview
| Headquarters | United States |
| Phone number | +14809229966 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Founded | 2002 |
| Employees | 1-10 |
| Socials |
Key Contacts at Trefethen Advisors
Bill Trefethen
Founder, Managing Partner
Matt Fischer
Managing Director
Trefethen Advisors Email Formats
Trefethen Advisors uses 1 email format. The most common is {last name} (e.g., doe@trefethenadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name} | doe@trefethenadvisors.com | 100% |
About Trefethen Advisors
Trefethen Advisors is an independent merchant and investment banking firm focused on providing sound advice and transaction execution to middle market companies, investors and financial institutions. The firm offers a range of services on a national basis to operating companies, financial institutions and investors. Our team's activities are divided into three primary areas: Investment Banking, Credit Advisory Services and Principal Investing. The firm's Investment Banking practice provides a full-range of financial and strategic advisory services to middle market companies and investors in various industries and asset classes. The firm’s Credit Advisory Services practice provides corporate and real estate loan advisory and resolution services across a broad spectrum of credit instruments and performance categories to address the various portfolio management and liquidity needs of a wide range of financial institutions. The firm's Principal Investing practice makes opportunistic debt and equity investments in operating companies with significant real estate components to their balance sheets and hard real estate assets of various types.
Trefethen Advisors revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Trefethen Advisors has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Trefethen Advisors has never raised funding before.
Trefethen Advisors Tech Stack
Discover the technologies and tools that power Trefethen Advisors's digital infrastructure, from frameworks to analytics platforms.
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