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Public or Private – You’re Covered

Through technology, education, and support we simplify your equity administration. Whether you want to self-administrate, or you need the full support of our experienced team, OptionTrax® is the answer. We have solutions specifically tailored to public and private companies.
OptionTrax Public

Public

Has your equity plan management become just too much work? Do compliance and audits have you worried? Clients on the OptionTrax platform have been audited by the world’s largest auditing firms for almost two decades!

Option Trax Private

Private

Are you still using unreliable spreadsheets to manage your cap table and equity award plan? The OptionTrax system will provide you with rock solid control and accuracy that will save you time and audit expense.

OptionTrax will support your company’s growth on a single platform – even your transition from private to public. Use our Administrator’s Guide to see what’s best for you.

The OptionTrax Advantage

Imagine what you could do with the time you now spend correcting mis-entered or outdated data. How about not having to spend time keeping up with all of the FASB, IRS, and SEC rules because we do it for you with the OptionTrax System?

User Friendly

Most intuitive and flexible Administration Software available.

Personalized Service

Personal service developed over two decades of experience in the industry.

Customizable

Customize your solution by choosing from our array of enhanced administration modules.

What Our Clients Are Saying

Featured Clients

24

Number of industries served

1825

Days the average customer is retained (and counting)

300

Clients Guided from Private to Public Ownership

Professional Associations