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Insights

Recent Acquisition OptionTrax was acquired by Great West Lifeco Inc., indicating potential cross-selling opportunities within the Lifeco ecosystem.

New Product Launches The launch of the Insider Tracking Module presents an opportunity to engage with clients seeking streamlined insider transaction management solutions.

Partnership Expansion The partnership with Capital Transfer Agency Ltd opens avenues for joint offerings that cater to clients looking for integrated equity plan and transfer services.

Diversity Initiative Impact The Equity Inclusion Initiative highlights a commitment to funding underrepresented businesses, providing an angle for engaging with socially responsible organizations.

Enhanced Financial Reporting The introduction of enhanced financial reporting features in the OptionTrax software release offers a value proposition for clients seeking advanced performance evaluation tools.

Similar companies to OptionTrax

OptionTrax Tech Stack

OptionTrax uses 8 technology products and services including Section.io, Cloudflare, jQuery, and more. Explore OptionTrax's tech stack below.

  • Section.io
    Content Delivery Network
  • Cloudflare
    Content Management System
  • jQuery
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • HTTP/3
    Miscellaneous
  • WP Engine
    Platform As A Service
  • Google Tag Manager
    Tag Management
  • MediaElement.js
    Video Players

Media & News

OptionTrax's Email Address Formats

OptionTrax uses at least 1 format(s):
OptionTrax Email FormatsExamplePercentage
FLast@optiontrax.comJDoe@optiontrax.com
50%
FLast@optiontrax.comJDoe@optiontrax.com
50%

Frequently Asked Questions

Where is OptionTrax's headquarters located?

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OptionTrax's main headquarters is located at 5 Radnor Corporate Center Radnor, PA 19087 US. The company has employees across 1 continents, including North America.

What is OptionTrax's official website and social media links?

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OptionTrax's official website is optiontrax.com and has social profiles on LinkedIn.

How much revenue does OptionTrax generate?

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As of March 2024, OptionTrax's annual revenue reached $3.8M.

What is OptionTrax's SIC code NAICS code?

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OptionTrax's SIC code is 7372 - Prepackaged Software NAICS code is 52 - Finance and Insurance.

How many employees does OptionTrax have currently?

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As of March 2024, OptionTrax has approximately 21 employees across 1 continents, including North America. Key team members include Head Of Strategy Operations: E. T.Vp Of Sales: S. M.Outbound Sales Manager: J. K.. Explore OptionTrax's employee directory with LeadIQ.

What industry does OptionTrax belong to?

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OptionTrax operates in the Financial Services industry.

What technology does OptionTrax use?

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OptionTrax's tech stack includes Section.ioCloudflarejQuerySwiperHTTP/3WP EngineGoogle Tag ManagerMediaElement.js.

What is OptionTrax's email format?

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OptionTrax's email format typically follows the pattern of . Find more OptionTrax email formats with LeadIQ.

When was OptionTrax founded?

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OptionTrax was founded in 1992.
OptionTrax

OptionTrax

Financial ServicesPennsylvania, United States11-50 Employees

OptionTrax® is the market's most intuitive, comprehensive equity plan and securities tracking software platform.
Our equity platform makes it easy to manage vesting, track participants and meet all of your disclosure and financial reporting requirements.

Our cap table module software is a full featured investment and shareholder management and record keeping system perfectly suited to private companies.

And if you need a little extra help, we're here!  The OptionTrax support team is staffed by Certified Equity Professionals that can help you navigate the complex rules and regulations related to equity compensation and securities governance.

Section iconCompany Overview

Headquarters
5 Radnor Corporate Center Radnor, PA 19087 US
SIC Code
7372 - Prepackaged Software
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
11-50

Section iconFunding & Financials

  • $10M

    OptionTrax's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    OptionTrax's revenue is in the range of $10M

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