Insights

Insider Tracking Module OptionTrax recently launched the Insider Tracking Module, simplifying insider transaction clearance processes. This offering can be leveraged to showcase the company's commitment to staying updated with industry trends and compliance requirements.

Equity Inclusion Initiative The OptionTrax Equity Inclusion Initiative aims to support the growth of black-owned and women-owned businesses through successful equity programs. This initiative reflects the company's dedication to fostering diversity and inclusion within its client base, presenting an opportunity for collaboration with companies sharing similar values.

Enhanced Financial Reporting With the recent software release introducing enhanced financial reporting capabilities, OptionTrax is well-positioned to cater to clients' needs for better insights into equity performance awards and multi-currency cash-settled plans. This enhancement can be highlighted as a competitive edge to attract clients seeking advanced tracking and reporting solutions.

Strategic Partnership The partnership with Capital Transfer Agency Ltd indicates OptionTrax's ability to collaborate with other service providers to offer comprehensive equity plan management solutions. This demonstrates a willingness to integrate services for a seamless client experience and opens doors for potential cross-selling opportunities.

Niche Market Focus OptionTrax's focus on private companies with its full-featured cap table module sets it apart in catering to a niche market segment. This specialization presents a unique selling point for targeting private companies seeking tailored equity plan and securities tracking solutions.

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

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.Ceo: J. M.Vp Of Sales: S. M.. 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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