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OptionTrax® is the markets 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, were 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.
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
Renaissance Bank Advisors, L.L.C. is a Atlanta, GA-based company in the Financial Services sector.
Patriot Bank is a leading community and commercial bank headquartered in Stamford, CT with branches in Fairfield and New Haven Counties in Connecticut and in Westchester County in New York. Founded in 1994, Patriot Bank has served its communities by helping individuals, small businesses, nonprofits and municipalities thrive. Our bankers have deep local knowledge and banking experience and provide top-tier banking products and creative solutions to deliver a superior customer experience. In 2015, Sandler O’Neill & Partners named Patriot Bank one of the nation’s top performing small-cap banks, the only bank in New England to receive this designation.
Allgemeine Hyopthekenbank Rheinboden is a New York, NY-based company in the Financial Services sector.