About TrellisCharts
Empowering investment advisors with technology that strengthens client relationships and drives meaningful financial conversations.
Our Story
We are a team with deep experience in both technology and financial services. Our backgrounds span leading tech companies like Wealthsimple, Workday, Salesforce, and Tableau, alongside extensive experience building and growing succesful startups. This is combined with hands-on collaboration with financial planners from Edward Jones, Raymond James, and growing. We are passionate about understanding and serving the specific needs of financial professionals.
It's easy for essential life conversations to get lost amid the financial details. While many tools excel at managing money, ensuring compliance, or optimizing investments, they often overlook a critical aspect: strengthening the relationship between financial planners and their clients. Through our partnerships and work with financial professionals, we've discovered a significant gap in tools designed to facilitate these deeper, more meaningful discussions about life decisions.
Our Mission
We listen first, seek to understand, and recognize that software is only one piece of the puzzle. The real magic happens in the conversation between advisor and client – that's where trust is built,goals are clarified, and financial futures take shape. TrellisCharts transforms complex financial calculations into tools that enhance these critical conversations, making financial planning more collaborative, transparent, and ultimately more effective.
Our Values
Trust
We understand that major life choices are made based on the information we provide, and we take that responsibility seriously. We work hard to ensure our data is always accurate and reliable, so you can consistently trust us.
People First
Sure, technology is exciting and often in the news, but we've been around long enough to know it all comes back to people. The relationships, values, and needs of our team and the clients we serve will always come first.
Humble Smart
We build super smart software without the ego. It's powerful but feels simple, just like how a sophisticated car is still straightforward to drive. We make sure our complex tools are approachable for everyone, from financial pros to their clients.
Always Improving
We're never truly "done" – there's always something we can add, tweak, or make smoother. We love getting feedback and bouncing around new ideas to make things better, easier, and ultimately help you and your clients reach your goals.
Ready to Get Started?
Experience how TrellisCharts can strengthen your client relationships and make financial planning more collaborative.
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We're always looking for talented individuals who share our passion for financial technology and helping advisors succeed.
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