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Insights

Acquisition Opportunity OptionTrax was recently acquired by Great West Lifeco Inc., indicating potential synergies and cross-selling opportunities to leverage the expanded portfolio of equity plan and securities tracking software.

New Product Launch The launch of the Insider Tracking Module showcases OptionTrax's commitment to innovation and presents a sales opportunity to offer this streamlined insider transaction clearance process to existing and new clients.

Strategic Partnership The partnership with Capital Transfer Agency Ltd positions OptionTrax to offer a comprehensive solution that integrates equity plan management and transfer services, creating a compelling sales proposition for clients seeking efficiency and seamless workflow.

Equity Inclusion Initiative The Equity Inclusion Initiative by OptionTrax to support black-owned and women-owned businesses presents a sales opportunity to offer specialized equity programs tailored to promote diversity and growth within client organizations.

Enhanced Financial Reporting OptionTrax's introduction of enhanced financial reporting capabilities for equity performance awards and multi-currency cash-settled plans offers a sales opportunity to provide clients with advanced tools for monitoring and optimizing their equity compensation strategies.

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 Vp Of Sales: S. M.Account Relationship Manager: K. L.Lead Software Developer: N. 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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