Premium Onboarding
Trayecto’s patent pending data model manages the complexity of equity compensation, liquidity events, and life events, supported by dynamic tax projections with an integrated UX that aligns with how people experience money.
We have a limited number of onboarding spots each month, use the following link to express interest in reserving your seat and schedule a demo to learn more.
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Empowerment
Access to case studies, resources, tutorials, workflow support, and our catalog of masters-level content for professionals to do their best work.
Community
Collaborate and learn with forward thinking professional who are passionate about doing world class work for their clients.
Software
Streamline equity comp analysis and model major life decisions like option exercise, job changes, and liquidity events with dynamic tax projections that identify tax under withholding at each iteration.
aligned incentives
transparent pricing
$250
Each advisor pays a one-time onboarding fee for access to the software, Trayecto community, and in-app Knowledge Center with 30,000+ words of practical content, illustrations, case studies, and tutorials.
$125/Month
Each RIA pays $125/mo which includes the first 10 households added to Trayecto, plus a monthly fee for each additional household starting at $20/mo.
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Pricing plan
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