Accelerate the transition from bid to build

We Believe

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Zach Gardner and Josh Shifman met at Modern Treasury, where they developed cash tracking tools for fast-paced, money-moving companies. There, they saw the need for modern and flexible cash tracking software for companies with high-speed payments. No where was this more apparent than in logistics, whose speed of operations, complex payments flows, and specialized data systems, created unusual difficulties.

Billions of dollars move each year across the supply chain. However, despite this volume, many logistics companies today lack tools to effectively track their payments at the speed of their operations. This creates inefficiencies. It slows back-office operations, and creates data siloes and visibility gaps. With this problem in mind, Zach and Josh founded Trellis Finance.

Backed By

and incredible tech founders

Meet our Team

TK

Adam

Adam

SEO Expert

Tk

Adam

Adam

SEO Expert

Tk

Adam

Adam

SEO Expert

With prior experience at

A video shoot at the office

An impromptu lunch picnic

Popular at conferences, too

Welcome to the team

  Many of us joined friends already working here!

        Inspecting the bridge…

Our Values

Curious

We wake up ready to learn, prove ourselves wrong, and grow

Empowered

We bias towards trust & autonomy, deferring to those most in the weeds

Fortitude

We adapt and persevere, and sail through headwinds to stay the course

Human

We celebrate strengths, forgive mistakes, and operate with empathy

Rigor

We measure the impact of our work and hold ourselves accountable

Urgency

We produce results for our customers quickly and efficiently

Join Us

Open Roles

We’re growing our product and business teams at our office in San Francisco’s Financial District.

What are Automated Marketing Campaigns?

What are Automated Marketing Campaigns?