Trefethen Advisors

Business Services · Arizona, United States · 1-10 Employees

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Overview

Headquarters

6380 E Thomas Rd Ste 200, Scottsdale, Ar...

Phone Number

(480) 922-9966

Revenue

$8.6 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
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ZI Rank
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About Trefethen Advisors

Trefethen Advisors is an independent financial and strategic advisory firm that caters to middle-market public and private corporations, family offices, institutional investors, operating executives, and individual business owners. The firm specializes in providing consultative investment banking services, including mergers and acquisitions, corporate finance, financial advisory, and ESOP transactions. With a hands-on approach and extensive industry knowledge, Trefethen Advisors aims to maximize value for its clients through strategic execution and tailored financial solutions. Their team comprises experienced professionals who leverage their relationships and expertise to deliver optimal results in various financial situations.Explore more
Trefethen Advisors's Social MediaPopular SearchesTrefethen Advisors LLCTrefethen AdvisorsTrefethen & CoTrefethen & Company Advisors LLCTrefethen & Company Securities LLCSIC Code 87,874NAICS Code 54,541Show more

Trefethen Advisors Org Chart

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Controller

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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trefethen Advisors

$8.6M
1-10
Private
-
2002
<$5M
1-10
Private
-
1999
N/A
<$5M
11-50
Private
<$5M
1998
ZB
Zainab BassManaging Director
<$5M
11-50
Private
<$5M
2012
JS
Joseph ScheererCEO & Principal
<$5M
1-10
Private
-
1990
Leland Miklovic, Managing Director & Chief Executive Officer at Opus Advisory Partners
Leland MiklovicManaging Director & CEO
<$5M
1-10
Private
<$5M
1980
VK
Virginia KamskyFounder, Chairman & CEO
<$5M
1-10
Private
-
2007
John Grenawalt, Chief Operating Officer at Hypatia Capital Group
John GrenawaltChief Operating Officer
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Trefethen Advisors is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Trefethen Advisors is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Trefethen Advisors.

Trefethen Advisors Tech Stack

A closer look at the technologies used by Trefethen Advisors

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Frequently Asked Questions Regarding Trefethen Advisors

What is Trefethen Advisors's official website?
Trefethen Advisors's official website is www.trefethenadvisors.com
What is Trefethen Advisors's Revenue?
Trefethen Advisors's revenue is $8.6 Million
What is Trefethen Advisors's SIC code?
Trefethen Advisors's SIC: 87,874
What is Trefethen Advisors's NAICS code?
Trefethen Advisors's NAICS: 54,541
How many employees does Trefethen Advisors have?
Trefethen Advisors has 1-10 employees
What industry does Trefethen Advisors belong to?
Trefethen Advisors is in the industry of: Business Services, Finance, Project Management
What is Trefethen Advisors competition?
Trefethen Advisors top competitors include: Periculum Capital, Opus Advisory Partners, Deson, Stonybrook Capital
What technology does Trefethen Advisors use?
Some of the popular technologies that Trefethen Advisors uses are: PHP 5.6, PHP, Cloudflare Website Optimization, Google Universal Analytics
How do I contact Trefethen Advisors?
Trefethen Advisors contact info: Phone number: (480) 922-9966 Website: www.trefethenadvisors.com
What does Trefethen Advisors do?

Trefethen Advisors is an independent financial and strategic advisory firm that caters to middle-market public and private corporations, family offices, institutional investors, operating executives, and individual business owners. The firm specializes in providing consultative investment banking services, including mergers and acquisitions, corpor... ate finance, financial advisory, and ESOP transactions. With a hands-on approach and extensive industry knowledge, Trefethen Advisors aims to maximize value for its clients through strategic execution and tailored financial solutions. Their team comprises experienced professionals who leverage their relationships and expertise to deliver optimal results in various financial situations.Read More

What are Trefethen Advisors social media links?
Trefethen Advisors Linkedin page
Is Trefethen Advisors a public company?
Trefethen Advisors is private company therefore does not currently have an official ticker symbol
See more information about Trefethen Advisors

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