# Trellis

> Trellis Technologies builds insurance data connections and the Savvy marketplace, enabling finance apps, financial institutions and other partners to offer personal insurance shopping. Consumers can compare existing coverage with alternatives and get licensed-agent assistance. Gen acquired Trellis in March 2026 to expand Engine, its embedded financial marketplace.

- **Founded:** 2019
- **Headquarters:** San Francisco, United States
- **Founders:** Daniel Demetri (Founder; CEO at the time of acquisition)
- **Products:** Trellis Connect, Savvy, Savvy home and auto bundles, Licensed insurance advisory support
- **Notable:** Raised a $10 million Series A in June 2021., Announced $17 million in cumulative funding in May 2022., Expanded Savvy to homeowners and cross-carrier home-auto bundles in September 2022.

## Products & services

- **Trellis Connect** — Consumer-permissioned insurance data API and widget for connecting existing accounts, retrieving policy information and prefilling insurance journeys.
- **Savvy** — Embedded personal insurance marketplace with white-label landing pages, SDK and API integrations, coverage comparison, purchase and switching assistance. End-to-end auto API capabilities were announced in December 2021.
- **Savvy home and auto bundles** — Homeowners shopping and home-auto combinations, including agency bundles that combine policies from different carriers.
- **Licensed insurance advisory support** — Savvy agents help consumers understand coverage, buy policies and handle switching. Savvy publishes agency licenses for all 50 states and Washington, DC.

## Achievements

- Raised a $10 million Series A in June 2021.
- Announced $17 million in cumulative funding in May 2022.
- Expanded Savvy to homeowners and cross-carrier home-auto bundles in September 2022.
- Reported more than 20 million cumulative Savvy visitors as of January 15, 2025.
- Acquired by Gen on March 10, 2026.

## Latest updates

- **2026-03** — Gen announced completion of its Trellis acquisition on March 10, with integration into Engine planned; initial terms were not disclosed.
- **2026-06** — Savvy updated its terms and privacy policy on June 23, including descriptions of AI-enabled providers and consumer communications.
- **2026-07** — Gen’s filing for the quarter ended July 3 describes the matching March 10 insurance-marketplace acquisition at $175 million net of $6 million cash acquired. The filing does not name Trellis in that paragraph; identification is inferred from the date, business and announcement.

## Links

- Website: https://trellisconnect.com/
- LinkedIn: https://www.linkedin.com/company/trellisconnect
- GitHub: https://github.com/trellisconnect

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Profile page: https://yespress.io/trellis
Published by YesPress — https://yespress.io
Last updated: 2026-10-27