What departments does OptionTrax have?

OptionTrax has employees across 2 departments including Entrepreneurship, Administrative.

What is the largest department at OptionTrax?

The largest department at OptionTrax is Entrepreneurship with 1 employees.

Where are OptionTrax employees located globally?

OptionTrax has employees across 1 continents and 1 countries including United States Of America.

How has OptionTrax's team size changed over time?

OptionTrax's team has decreased from approximately 16 to 5 employees based on available data.

OptionTrax Employee Directory

Q: Who are OptionTrax's key employees and leadership?

OptionTrax's key employees include: Ceo: J. M..

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.

OptionTrax Global Highlights

North America
8

United States Of America
8

OptionTrax's Leadership

J. M.
Ceo
Mobile Phone
Email
J. L.
Office Administrator
Mobile Phone
Email
J. M.
Implementation Specialist
Mobile Phone
Email

OptionTrax Employee Metrics

100%

50%

0%

2026

2025

Engineering
Finance
Sales
Accounting
Administrative
Other
Analytics
Operations
Solutions Engineering
Banking
Business
Information Technology
Program & Project Management
Support

Contact profiles from OptionTrax

Name

Title

Contact Info

Location

Last Update

J. M.
Ceo
Mobile Phone
Email
Jun 26, 2026
J. L.
Office Administrator
Mobile Phone
Email
Jun 25, 2025
J. M.
Implementation Specialist
Mobile Phone
Email
Mar 23, 2026

Frequently Asked Questions

What is OptionTrax known for?

OptionTrax was founded in 1992 operates in the Financial Services industry. Explore OptionTrax's company overview page for more information.

What is OptionTrax's most common email format?

OptionTrax employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OptionTrax email formats with LeadIQ.

How many employees does OptionTrax have currently?

OptionTrax has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are OptionTrax's key employees and leadership?

As of July 2026, OptionTrax's key employees include:

Ceo: J. M.
Office Administrator: J. L.
Implementation Specialist: J. M.

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OptionTrax Employee Directory

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