Trefis
Trefis's Overview
Trefis is a financial research and analysis firm known for its interactive platform that breaks down company valuations and stock prices based on their core drivers. Founded by MIT engineers, Trefis aims to make complex financial analysis accessible by illustrating how a company's products and services contribute to its stock value. Their analysis is widely syndicated, notably through Forbes. Trefis was acquired by InsightGuru in 2015, which was subsequently acquired by E*TRADE in 2016, and E*TRADE was acquired by Morgan Stanley in 2020. The Trefis platform and its methodologies continue to be utilized within Morgan Stanley's E*TRADE services.
Where is Trefis's Headquarters?
HQ Function
Historically served as the central hub for product development, financial analysis, content creation, and business operations for the Trefis platform.
Notable Features:
Likely located within an innovation center (e.g., Cambridge Innovation Center), designed to foster collaboration, networking, and technological development in a dynamic startup environment.
Work Culture:
As an MIT-founded startup, the original culture likely emphasized innovation, analytical rigor, data-driven decision-making, intellectual curiosity, and a collaborative, fast-paced environment focused on financial technology.
HQ Significance:
The original headquarters was significant as the birthplace of the Trefis platform and its unique stock valuation methodology, driving its mission to democratize access to institutional-quality financial analysis.
Values Reflected in HQ: The choice of an innovation-centric location like Cambridge historically reflected values of cutting-edge research, technological advancement, and a commitment to disrupting traditional financial analysis.
Location:
While Trefis as a company was primarily US-based (Boston/Cambridge area), its financial analysis, articles, and interactive tools reached a global audience through its website and wide syndication on major financial news portals like Forbes and others. As part of Morgan Stanley, its methodologies and platform contribute to a global financial services offering, providing insights to investors worldwide.
Street Address:
One Broadway, 14th Floor (Historically, at Cambridge Innovation Center)
City:
Cambridge
State/Province:
MA
Country:
USA
Trefis's Global Presence
N/A - Operations Integrated
Address: N/A
N/A
Buying Intent Signals for Trefis
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Executive Team of Trefis
As of April 2025, Trefis' leadership includes:
Investors of Trefis
Trefis has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
As Trefis is now an integrated part of Morgan Stanley and its original founders moved on to other ventures in years past following acquisitions, specific executive movements solely for a distinct 'Trefis' unit are not typically announced publicly. No specific executive hires or exits for a standalone 'Trefis' team have been noted in the last 12 months.
Technology (Tech Stack) used by Trefis
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Trefis Email Formats and Examples
Specific email formats for Trefis as an independent entity are not publicly available and are historical, especially after its series of acquisitions. Any remaining team members or functions related to the Trefis platform would now operate under Morgan Stanley's communication infrastructure. Communications would likely follow the email format conventions of Morgan Stanley.
Historically unknown. Currently, likely aligns with Morgan Stanley: e.g., [first].[last]@morganstanley.com or [first_initial][last]@morganstanley.com
Format
jane.doe@morganstanley.com (speculative example for integrated team)
Example
0%
Success rate
News and media
Forbes • May 28, 2024
Trefis Analysis: What’s Happening With Intel Stock?
The Trefis Team provides an analysis of Intel's stock performance, discussing recent challenges, potential catalysts, and their valuation outlook for the semiconductor giant....more
Forbes • May 24, 2024
Trefis Analysis: Is Nvidia Stock A Better Buy Than AMD Stock?
The Trefis Team compares Nvidia and AMD stocks, evaluating their respective financial performance, growth prospects, and valuation to determine which might be a more attractive investment....more
Forbes • May 21, 2024
Trefis Analysis: Lululemon Stock Poised For A Rebound?
The Trefis Team examines the recent decline in Lululemon's stock price and analyzes factors that could contribute to a potential rebound, along with their price estimate....more
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