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OptionTrax

West Conshohocken, United States (US) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

Jan 2026

OptionTrax is a Finance and Banking company based in West Conshohocken, United States (US), founded in 1992, with 10-20 employees. OptionTrax's profile is verified on Enterprise League.

Overview

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.
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Contact Details

info@optiontrax.com

West Conshohocken, United States (US)

Founded

1992

Employees

10-20

Categories

Financial Services
Social

Keywords

#Equity Compensation Software

#Stock Plan Software

#Equity Compensation Plan Administration

#Stock Plan Administration

#Securities Record Keeping Software

#stock option plan software

#Cap table software

#equity plan software

#cap table management

#cap table management software

Awards

• 2026 OpenSee all

Products

optiontrax.jpg
OptionTrax
Social

OptionTrax is a cloud-based equity management software that helps market research and other businesses access transaction details, generate real-time summary reports, and filter them by demographics. It lets users handle stocks, SARs, and RSAs/RSUs. With OptionTrax, employees can access performance metrics, process transactions, and export reports in formats, such as PDF, HTML, or Excel. It also allows users to manage documents, create electronic agreements, and approve them with digital signatures. OptionTrax lets businesses integrate the platform with third-party HR and payroll systems. Pricing is available on request, and support is extended via email, phone, and other measures.

$50 /mo

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