Innovative Financial Platform OnTrajectory specializes in advanced cash-flow and goals-based financial planning software, making it an attractive solution for financial advisors and institutions looking to enhance client engagement through visualization tools and AI-driven insights.

Expanding Leadership Recent appointment of Linda Bready as president indicates strategic growth and leadership focus, presenting an opportunity to align sales efforts with a company poised for market expansion and increased market presence.

Market Growth Potential Operating within the competitive fintech space with competitors like RightCapital and eMoney Advisor, OnTrajectory offers a differentiated product with room for client acquisition among retail financial firms, small to mid-sized financial advisory firms, and emerging digital banks.

Recent Product Innovations The launch of features like the Inflation Rate tool underscores OnTrajectory’s commitment to timely, relevant financial planning solutions, which can be leveraged to upsell or expand to new customer segments seeking sophisticated financial modeling.

Growth Opportunity With revenue estimates between 1M and 10M and a tight-knit team, there are opportunities to target similar-sized financial technology companies or disruptors in the financial services space seeking customizable, AI-enhanced planning tools and neo-bank interfaces.