Trellist Marketing and Technology

Trellist Marketing and Technology is based in Wilmington, Delaware, with a corporate office in West Chester, Pennsylvania, and has operated since 1995. The firm works with a small-to-midsize team of 11-50 staff and positions itself as a transformation partner rather than a conventional agency, serving enterprise organizations across five core industries: financial services, healthcare, manufacturing and B2B, automotive and motorsports, and nonprofit and small business. Staff are drawn from enterprise backgrounds in these sectors, which the company presents as informing its strategy and execution work for clients in those fields. The firm structures its work in two layers: AI Transformation and Agency Adjunct Services. Under AI Transformation, offerings include AI agents, AI content scaling, AI search visibility (GEO), AI strategy, AI transformation and orchestration, custom MCP servers, internal assistants, knowledge management, and workflow modernization, along with named offerings such as LeadFlow AI and Trellist | Quals.ai. Agency-level services cover customer experience and personalization, digital platforms and engineering, Microsoft ecosystem transformation, revenue and marketing operations, branding, data-analytics and reporting, data-driven marketing, design and messaging, development, and social business. Declared service lines also include search engine optimization, mobile app development, IT staff augmentation, social media marketing, and video production. The company is registered under NAICS code 541613, covering management, scientific and technical consulting services.