What Trellis does

Trellis was a technology-driven insurance platform that specialized in machine learning and conversational AI capabilities to support the insurance shopping experience. Its core technology consisted of ML models that generated personalized insurance product recommendations and a conversational AI interface intended to streamline consumer comparison and selection of coverage. Distribution was structured as an integrated component of Gen's Engine marketplace — a secure financial wellness platform — where Trellis's recommendation engine was embedded rather than offered as a standalone product; the underlying revenue mechanics aligned with subscription/recurring platform services, though no pricing details were publicly disclosed.

In March 2026, Gen acquired Trellis to expand the AI-powered insurance recommendation capability of the Engine marketplace. Post-acquisition, Trellis's technology is positioned as a feature layer within Gen's broader financial wellness offering, serving consumers seeking personalized financial and insurance product guidance. Separately, a Trellis-affiliated research function published the 2026 State of the Sustainability Profession survey, polling over 500 sustainability professionals at companies with at least $1 billion in revenue — suggesting either a parallel business unit or a conflated data signal. No funding rounds, revenue figures, or detailed financial disclosures were available prior to the acquisition.

Name

Trellis

Legal name

Trellis

Website

https://trellis.co

Company type

Private

Founded year

2012

Operating status

Acquired

Headcount range

11–50 employees

Short description

Trellis is a machine learning and conversational AI platform for insurance shopping, acquired by Gen in March 2026 to power AI-driven personalized recommendations within Gen's Engine financial wellness marketplace.

Ownership category

akta.pro rank

Headquarters

HQ city

Woburn

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Insurance Platform Services: Technology-driven insurance platform providing AI-powered recommendations and shopping capabilities through a marketplace model, integrated into Gen's Engine financial wellness marketplace

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Trellis is a full-service digital agency that provides web design, eCommerce development, web application development, and pay-per-click advertising (SEM) services. The firm delivers integrated digital solutions to clients across multiple platforms and technologies.

Differentiator

Problem solved

Functional benefit

Products and services

• Web Design

Quantifiable outcome

• 46 percent of companies increased sustainability headcount and budgets over the past two years, indicating market growth in sustainability sector
• +2 more outcomes

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• WebFX: WebFX is a full-service digital marketing agency offering web design, SEO, PPC, and eCommerce development — directly overlapping Trellis's stated service stack across both build and acquisition channels.
• SmartSites: SmartSites is a full-service digital agency providing web design, web development, and PPC/SEM services to B2B and B2C clients, with similar boutique-to-mid-sized agency positioning comparable to Trellis.
• Thrive Internet Marketing Agency: Thrive offers web design, eCommerce development, and PPC management under a full-service agency model — overlapping nearly all of Trellis's stated offering categories.
• Coalition Technologies: Coalition Technologies is a digital agency combining web design, eCommerce build-out, and performance marketing (PPC/SEO) — directly comparable to Trellis's integrated delivery model.
• Disruptive Advertising: Disruptive Advertising specializes in PPC and paid media alongside web design services, sharing Trellis's emphasis on paid acquisition as a core capability within a broader digital offering.
• Ignite Visibility: Ignite Visibility is a digital marketing agency delivering SEO, PPC, and web development services — a comparable mid-size full-service peer competing for the same enterprise clients as Trellis.
• KlientBoost: KlientBoost is a PPC and conversion-rate-optimization agency that also offers landing-page and web design services, aligning with Trellis's pay-per-click advertising specialty.
• Lounge Lizard: Lounge Lizard is a web design and digital marketing agency providing branding, website builds, and PPC — overlapping the full-service agency profile of Trellis.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat3 records

Key risks4 records

Key highlights3 records

Customer concentration

• Xx.com/trelliscommerce
• Facebookfacebook.com/growwithtrellis
• LinkedInlinkedin.com/company/trellis-boston

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trellis