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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OnTrajectory Questions
The OnTrajectory annual revenue was $6 million in 2026.
Tyson Koska is the Founder and Chief Executive Officer of OnTrajectory.
1 people are employed at OnTrajectory.
OnTrajectory is based in Charlotte, North Carolina.
The NAICS codes for OnTrajectory are [54151, 5415, 54, 541, 541511].
The SIC codes for OnTrajectory are [737, 73].
Top OnTrajectory Employees
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Tyson Koska
Founder and Chief Executive Officer at OnTrajectory
Baltimore, MD, US5+5+
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