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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.
First National Bank of New York is a Melville, NY-based company in the Financial Services sector.
State Bank of Newburg is a Newburg, WI-based company in the Financial Services sector.
Farther is the leading technology-centric wealth management firm – empowering expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. The fastest-growing RIA in the country, Farther manages over $5b in assets across 100+ wealth managers and 5,000 clients.
Nekoosa Port Edwards State Bank is a Nekoosa, WI-based company in the Financial Services sector.