OptionTrax, now a key offering from insightsoftware, is a comprehensive cloud-based platform designed to streamline and automate equity compensation management for private and public companies. It helps businesses manage stock plans, cap tables, employee stock purchase plans (ESPPs), performance awards, and ensure compliance with financial reporting standards like ASC 718. OptionTrax aims to reduce administrative burdens, improve accuracy, and provide valuable insights into equity data, enabling companies to effectively use equity as a tool for attracting, retaining, and motivating talent.
This office likely supports sales, customer support, and potentially development for OptionTrax and other insightsoftware financial solutions in the region.
Contemporary office design with collaborative workspaces, meeting rooms equipped with modern technology, and amenities typical of a leading software company.
As part of insightsoftware, the culture emphasizes innovation, customer focus, and collaboration, aiming to deliver powerful financial software solutions and a supportive environment for employees.
Serves as an important contact point and operational center for OptionTrax clients and prospects, particularly on the West Coast, facilitating regional support and engagement.
While OptionTrax specifically addresses equity compensation management, its parent company, insightsoftware, maintains a significant global presence. insightsoftware serves over 32,000 organizations worldwide, with a network of offices and remote teams across North America, Europe, Asia-Pacific, Latin America, and other regions. This extensive global footprint ensures localized sales, support, and professional services for its diverse client base, including users of the OptionTrax platform, enabling them to leverage powerful financial tools regardless of their location.
2300 E. Katella Ave., Suite 475N
Anaheim
CA
USA
Address: 4020 Westchase Blvd, Suite 450, Raleigh, NC 27607
Drives global strategy, innovation, and provides central leadership for North American and worldwide operations.
Address: 20 St Dunstan's Hill, London EC3R 8HL, UK
Manages and supports growth, client relations, and service delivery across the EMEA region for all insightsoftware products.
Address: Level 12, 1 Pacific Highway, North Sydney, NSW 2060, Australia
Leads market expansion, customer engagement, and operational support for the APAC market.
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
As of April 2025, OptionTrax' leadership includes:
OptionTrax has been backed by several prominent investors over the years, including:
insightsoftware has strategically updated its executive team in the past year, notably strengthening its financial leadership with the appointment of Pamela S. M. Smith as CFO. This move supports the company's continued growth and operational excellence for its comprehensive product suite, which includes OptionTrax.
Discover the tools OptionTrax uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
insightsoftware, the parent company of OptionTrax, typically utilizes standard professional email formats for its employees. The most commonly observed format is based on the employee's first and last name. While minor variations might exist for specific individuals or departments, adhering to this common pattern increases the likelihood of successful email delivery.
first.last@insightsoftware.com
Format
jane.doe@insightsoftware.com
Example
85%
Success rate
insightsoftware.com • March 26, 2024
insightsoftware announced it received 170 leader badges in the G2 Spring 2024 reports, recognizing its excellence across various categories including Enterprise Performance Management (EPM), Financial Close, and FP&A software. This highlights user satisfaction and market presence for its solutions, which form the broader ecosystem supporting products like OptionTrax....more
insightsoftware.com • February 27, 2024
insightsoftware introduced its Enterprise Performance Management (EPM) Copilot, a Generative AI-powered solution designed to enhance financial planning and analysis. This innovation aims to streamline workflows, provide deeper insights, and improve decision-making for finance teams using insightsoftware's EPM suite....more
insightsoftware.com • October 3, 2023
insightsoftware announced the appointment of Pamela S. M. Smith as its new Chief Financial Officer. Smith brings over 20 years of financial leadership experience from various technology and software companies, poised to guide insightsoftware's financial strategy during its continued growth....more
See where a company’s workforce is located, by country or region.
View past and recent funding rounds with amounts and investors.
Understand company revenue estimates and financial scale.
Track active roles and hiring trends to spot growth signals.
Discover what a company offers—products, platforms, and solutions.
Get the company’s official SIC and NAICS classifications.
Analyze visitor volume, engagement, and top traffic sources.
Explore LinkedIn, Twitter, and other active social profiles.
Identify top competitors based on similar business traits.
Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.
Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.
Thousands of companies, including OptionTrax, are just a search away.