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Trayecto

Trayecto

Private
Durham, North CarolinaFinTechhttps://www.trayecto.io/

Last Round

Pre Seed

Dec 1, 2024

Company Overview

Trayecto is a financial technology company that provides an intuitive financial planning platform designed to help young professionals in the startup ecosystem navigate life transitions and manage equity compensation.

Sector

FinTech

Verticals

Wealth Management, Vertical SaaS, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Non-AI

Keywords

financial planning softwareequity compensationRIA softwareRegistered Investment Advisorwealthtechtax projectionRSU planningvertical SaaSfinancial advisor toolsequity comp planningliquidity event planningB2B SaaSfinancial planning platformRIA

Historical Pricing

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Caplight Momentum Score

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Trayecto Comparables

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Trayecto comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Gemifi
91%
Net Worth Strategies, Inc.
81%
FP Alpha
73%

Trayecto Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Pre SeedDec 1, 2024

Key People

Founding team and executive leadership

CFP® Russell Kroeger

Founder, CEO

Founding Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jan 22, 2026

    Monthly visitors grew 69% MoM, reaching 2.9K.

  • Jul 5, 2025

    Monthly visitors grew 44% MoM, reaching 2.6K.

Trayecto Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Trayecto Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Trayecto's valuation, stock price, and market status.

Firmographic Details

HeadquartersDurham, North Carolina
Employee Range5
Year Founded2025
Last FundingDec 1, 2024

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