OptionTrax

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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 Score based on 831 reference ratings
4.8/5.0 (831)
  • Spring 2026 Rising Star Cap Table Management Software

More from OptionTrax

Featured Testimonials

  • "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 …

  • “We are big fans of OT and have been using it for about 4 years. The product is full featured and their support is amazing.”

  • “I do not mind shouting my praise for the system – it truly has been a life and time saver for us. We could not be happier – honestly!”

Featured Case Studies

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

Additional OptionTrax Information & Resources

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.