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OptionTrax's Overview

Total employees10
HeadquartersAnaheim
Founded1992

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.

Where is OptionTrax's Headquarters?

HQ Function

This office likely supports sales, customer support, and potentially development for OptionTrax and other insightsoftware financial solutions in the region.

Notable Features:

Contemporary office design with collaborative workspaces, meeting rooms equipped with modern technology, and amenities typical of a leading software company.

Work Culture:

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.

HQ Significance:

Serves as an important contact point and operational center for OptionTrax clients and prospects, particularly on the West Coast, facilitating regional support and engagement.

Values Reflected in HQ: The office environment likely reflects insightsoftware's values of customer-centricity, operational excellence, and technological innovation, crucial for delivering solutions like OptionTrax.

Location:

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.

Street Address:

2300 E. Katella Ave., Suite 475N

City:

Anaheim

State/Province:

CA

Country:

USA

OptionTrax's Global Presence

Raleigh, NC, USA

Address: 4020 Westchase Blvd, Suite 450, Raleigh, NC 27607

Drives global strategy, innovation, and provides central leadership for North American and worldwide operations.

London, UK

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.

Sydney, Australia

Address: Level 12, 1 Pacific Highway, North Sydney, NSW 2060, Australia

Leads market expansion, customer engagement, and operational support for the APAC market.

Buying Intent Signals for OptionTrax

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.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of OptionTrax

As of April 2025, OptionTrax' leadership includes:

Jim Triandiflou - Chief Executive Officer
Pamela S. M. Smith - Chief Financial Officer
David Fauth - Chief Technology Officer
Laura E. Hanson - Chief Human Resources Officer
Tien-Anh Nguyen - Chief Operating Officer
Monica Rogers - Chief Marketing Officer

Investors of OptionTrax

OptionTrax has been backed by several prominent investors over the years, including:

Hg
TA Associates
Genstar Capital

Executive New Hires/Exits in the Last 12 Months

Hire1
Exits1

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.

Departures

Tony Te Lachica, Tony Te Lachica transitioned from his role as CFO following the appointment of Pamela S. M. Smith as the new CFO.

New Appointments:

Pamela S. M. Smith, Pamela S. M. Smith was appointed as Chief Financial Officer to lead insightsoftware's global finance organization and support strategic growth.

Technology (Tech Stack) used by 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.

OptionTrax Email Formats and Examples

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

News and media

insightsoftware.comMarch 26, 2024

insightsoftware Earns 170 Leader Badges in G2 Spring 2024 Reports, Reinforcing Market Leadership in Financial Software

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.comFebruary 27, 2024

insightsoftware Unveils Groundbreaking GenAI Solution, Enterprise Performance Management Copilot

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.comOctober 3, 2023

insightsoftware Appoints Pamela S. M. Smith as Chief Financial Officer

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

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