A Co-Pilot to Navigate Life and Build Wealth

THE FUTURE OF
PERSONAL FINANCE

Tax Planning For Modern Workers

Understand how your wealth building strategy impacts taxes.

Trayecto is the only tool designed for complex planning scenarios with equity compensation, job changes, and self-employment income.

Horizon-Based financial Planning^SM

Navigate life's countless changes with confidence.

Gain insight on cash flow, tax implications, and portfolio changes all in real time. Model job changes or sabbaticals, moving homes or changing states, growing a family, care planning, and other shifts that affect life trajectory.

Personal Finance Digital Twin

You deserve a close connection to the future you’re creating.

Simulate hypothetical paths forward and proactively engage with uncertainty. Explore new, possible futures to develop intuition for your next best decision.

Make Money Intuitive for the Modern

Money skills are 21st Century survival skills. Trayecto unlocks a unique opportunity to not just plan for the future but to actively design it.

With our advanced financial planning engine, you can scout potential futures, construct hypothetical worlds, and bring your ideal life into reality.

Crafting Individual Experiences, Elevating Collective Futures

Every decision you make with Trayecto is a step toward a future where you—and those around you—flourish.

Built & Backed by
World Class ADVISORS

USER testimonials

“Trayecto offers depth and granularity that no financial planning software comes close to when analyzing a client's equity compensation. I love the scenario analysis which gives instant clarity around how changing one assumption impacts the client's total year end tax liability in real time."

Founder, Financial Planner

"Developing a thorough and interactive equity compensation analysis in spreadsheets is difficult and time consuming. Trayecto is unlike any software available. It captures all the relevant information and the analysis helps answer real life questions. Most importantly, the UI is great. Very user-friendly and easy to switch between seeing the high-level picture vs. digging into the details."

Director of Tax | Financial Planner

“I came for the equity comp and tax planning functionality, but the long-term product vision has me excited to be involved in what Trayecto is building for the financial planning profession.”

Partner | Financial Planner

“With proper planning, equity compensation can change a family’s financial trajectory for generations to follow. Having Trayecto to model liquidity events is a game changer for helping clients and my value proposition.”

Founder | Financial Planner

"We signed an enterprise deal with Trayecto because of the value-add it unlocked for our tech clients, and now we’re much much better positioned to grow with the tech community.”

CEO | Financial Planner

“Planning software wasn’t built with the next generation of clients in mind. Trayecto unlocks a detailed level of analysis I haven’t seen in any other tools.”

Founder | Financial Planner

“The best part of working with the Trayecto team, beyond their unparalleled expertise in Equity Compensation, is their responsiveness and commitment to continuous improvement. Russell and his team have a great vision to evolve an already outstanding solution.”

Founder | Financial Planner