OnTrajectory is a Charlotte-based fintech developing cash-flow and goals-based planning software, neo-bank interfaces, and AI-driven solutions. These solutions are B2B2C and drive thought leadership into how consumers can and will see their financial choices in the future.
The ProPortal empowers advisors to work collaboratively with clients to model financial strategies and visualize prospective futures in order to improve clients’ financial habits over time.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 3540 Toringdon Way,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.ontrajectory.com/
- Keywords
- Financial Planning Software.
- HQ
- Charlotte, NC
Ontrajectory Questions
Ontrajectory's website is https://www.ontrajectory.com/
Ontrajectory's LinkedIn profile is https://www.linkedin.com/company/ontrajectory.com
Ontrajectory has
5 employees.
View email and phone details for 5
employees at Ontrajectory.
Ontrajectory's industry is
Financial Services
Ontrajectory's top competitors are
Solution Stride,
Give, A Tifin Company,
Forclt,
Facet Wealth 2022,
Tifin Amp,
Oneseven Advisors, Llc,
Clevercx,
Capital Suisse Llc,
Forest Hill Church,
Founders Financial.
Ontrajectory's categories are Financial Services
Ontrajectory's founding year is 2016
