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.
Looking for a particular OptionTrax employee's phone or email?
The OptionTrax annual revenue was $7 million in 2026.
Jonathan Miller is the CEO of OptionTrax.
3 people are employed at OptionTrax.
OptionTrax is based in West Conshohocken, Pennsylvania.
The NAICS codes for OptionTrax are [54, 541, 541511, 54151, 5415].
The SIC codes for OptionTrax are [73, 737].