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Read 5 OptionTrax reviews and testimonials from customers, explore 1 case studies and customer success stories, and watch customer videos to see why companies chose OptionTrax as their Cap Table Management

OptionTrax is the market's most intuitive, comprehensive equity plan and securities tracking software platform. Their equity platform makes it easy to manage vesting, track participants and meet all of your disclosure and financial reporting requirements. Their 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, they'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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Customer Rating Review Scorebased on 611 reference ratings
4.8/5.0 (611)
  • 2025
    Spring 2025Rising StarCap Table Management Software
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5Testimonials

  • "OptionTrax is the perfect solution for what we were looking for. The flexibility of the system to process and track our unique payout schemes is just the start. The system itself offers so much more and is very easy to use. The support team has been fantastic in helping us transition into the system and had us up and running smoothly in no time. I truly appreciate all their hard work and quick turnaround to all of our requests."

    Diane RockCorporate Paralegal
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1 Case Studies

  • Kymeta’s equity plan audit time drops from 2 weeks to 2 days with OptionTrax

    Jeanne StrandPlan Administrator
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Read OptionTrax Reviews, Testimonials & Customer References from 5 real OptionTrax customers.

Browse OptionTrax Case Studies, Customer Success Stories, & Customer References from 1 businesses that use OptionTrax.

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