OnTrajectory Employee Directory

Financial ServicesUnited States2-10 Employees

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.

Find OnTrajectory employees' phone numbers or email addresses

OnTrajectory Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

OnTrajectory's Leadership

  • Stylized image of a person
    N. T.
    Head Of Ux & Ui
    Phone icon
  • Stylized image of a person
    J. P.
    Advisor
    Phone icon

Contact profiles from OnTrajectory

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    N. T.
    Head Of Ux & Ui
    Phone icon
    United States
    Sep 11, 2025
  • Stylized image of a person
    J. P.
    Advisor
    Phone icon
    United StatesColorado
    Oct 23, 2025

Frequently Asked Questions

What is OnTrajectory known for?

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OnTrajectory was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 3540 Toringdon Way, Suite 200 Charlotte, NC 28288, US. Explore OnTrajectory's company overview page for more information.

What is OnTrajectory's most common email format?

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OnTrajectory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OnTrajectory email formats with LeadIQ.

How many employees does OnTrajectory have currently?

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OnTrajectory has approximately 5 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are OnTrajectory's key employees and leadership?

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As of October 2025, OnTrajectory's key employees include:

  • Head Of Ux & Ui: N. T.
  • Advisor: J. P.

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