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OptionTrax

www.optiontrax.com

 
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.
  • Number of Employees: 0-25
  • Annual Revenue: $10-50 Million

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ETHIC Wealth Bank

Founded in 2019, ETHIC, a Wealth Bank, provides one comprehensive platform of integrated banking and wealth management services, customized solutions, transactional ease, and exceptional customer service for New England`s expansive high-net-worth community. ETHIC was developed to meet the banking and wealth planning needs of every generation and support clients in living a life in which their values are prioritized, personal and professional endeavors are achieved, and goals are realized. ETHIC is committed to shifting the lens on wealth, adhering to a style of customer service that prioritizes people before financials. ETHIC is unique in that it is one place that efficiently and comprehensively takes care of all banking and wealth planning needs. ETHIC`s headquarters are located at 125 High Street in Boston, MA.