OptionTrax Email Format

Financial ServicesPennsylvania, United States2-10 Employees

OptionTrax provides a software platform for equity plan administration and securities tracking, designed to simplify vesting management and participant monitoring while supporting disclosure and financial reporting requirements. Its cap table module offers private companies a system for investment tracking and shareholder record keeping. The company notes that a dedicated support team, staffed by Certified Equity Professionals, helps clients navigate equity compensation and securities governance.

Based in Conshohocken, Pennsylvania, OptionTrax operates in the financial services sector, serving issuers and employers seeking governance and compliance for equity programs. The platform targets private companies looking to streamline equity plan administration and related reporting, combining investor management with robust record keeping. In 2024, press reports indicated that OptionTrax was acquired by Great-West Lifeco.

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