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The Future of Personal Finance
Our Mission: Shift the economic trajectory of the Modern Workforce by helping users build an intuitive relationship with money.
what is it
An intuitive and powerful tool for the modern workforce
A new paradigm of Wealth Tech software that facilitates a seamless transition into the digital economy so users are equipped with skills to thrive regardless of what the future of money, work, and life looks like.
We help users explore a potential future before committing, empowering them to build a more intuitive relationship between money and their human capital.
The first choose-your-own-adventure personal finance operating system.
who we serve
Built for:
Advisors and Tax Pros serving the Modern Workforce
RIAs & Advisors
I am an Advisor serving clients with Equity Comp Complexity looking to access a modern tool to streamline my work
Tax Pros
I file tax returns or do proactive tax planning for clients in the tech and startup ecosystem
HOW WE GET THERE
Trayecto offers a new way to integrate money and life
Whether walking or running, you don’t stare at your feet. You look around scanning the horizon and building intuition to navigate the terrain in advance of needing to deal with it. User’s should have a similar experience as they chart their financial possibilities.
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New Money. New Tools.
Trayecto is a software, education, and community solution for the financial services industry.