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VerifiedFinancial Services· Founded 2016

Ontrajectory

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.

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HeadquartersCharlotte, United StatesEmployees4(1 to 10)Founded year2016Websiteontrajectory.comLinkedIn profileLinkedIn

Verified contacts

2

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LinkedIn employees

4

1 to 10 range

Open roles

no listings

Distinct roles

2

indexed titles

Tech stack

4

tools in use

Monthly traffic

137

organic / mo

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Top roles at Ontrajectory

2 distinct titles indexed · top 2 shown.

  • 1head of brand, product marketing, client engagement
  • 1head of ux & ui

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