What departments does OnTrajectory have?

OnTrajectory has employees across 2 departments including Consultant, Marketing.

What is the largest department at OnTrajectory?

The largest department at OnTrajectory is Consultant with 1 employees.

Where are OnTrajectory employees located globally?

OnTrajectory has employees across 1 continents and 1 countries including United States Of America.

How has OnTrajectory's team size changed over time?

OnTrajectory's team has decreased from approximately 6 to 5 employees based on available data.

Learn more at LeadIQ.com

OnTrajectory Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

OnTrajectory is a Charlotte-based fintech that develops cash-flow and goals-based planning software, as well as interfaces for neo-banking and AI-driven financial solutions. The company targets financial advisors, enterprises, and consumers in a B2B2C model, aiming to help users visualize financial choices and model future outcomes to encourage better financial habits. Its ProPortal product facilitates collaboration between advisors and clients to simulate financial strategies and potential futures, supporting more informed planning over time. Based in Charlotte, North Carolina, the firm operates within the financial services industry, focusing on blending planning tools with digital interfaces to influence consumer financial decision-making.

OnTrajectory Global Highlights

North America
4

United States Of America
4

OnTrajectory's Leadership

A. W.
Head Of Brand, Product Marketing, Client Engagement
Mobile Phone
Email
P. J.
Founder And Ai Technology Consultant
Mobile Phone
Email

OnTrajectory Employee Metrics

100%

50%

2026

2025

Engineering
Arts & Design
Branding
Consultant
Accounting
Other
Business
Administrative

Contact profiles from OnTrajectory

Name

Title

Contact

Location

Last Update

P. J.
Founder And Ai Technology Consultant
Mobile Phone
Email
United StatesNew York
Jul 02, 2026
A. W.
Head Of Brand, Product Marketing, Client Engagement
Mobile Phone
Email
United StatesNorth Carolina
May 31, 2026

Frequently Asked Questions

What is OnTrajectory known for?

OnTrajectory was founded in 2016 operates in the Financial Services industry. Explore OnTrajectory's company overview page for more information.

What is OnTrajectory's most common email format?

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?

OnTrajectory has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are OnTrajectory's key employees and leadership?

As of August 2026, OnTrajectory's key employees include:

Head Of Brand, Product Marketing, Client Engagement: A. W.
Founder And Ai Technology Consultant: P. J.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

OnTrajectory Employee Directory

Find OnTrajectory employees' phone numbers or email addresses

Name search is limited — try advanced search instead