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Tech riderRev. 10 Oct 2026

Wealthlane

Ch 196.6of 29Equity Compensation Management Software
  1. 1Runs oniOS, Web
  2. 2Award typesRSUs, ISOs, NQSOs, PSUs, ESPPs, RSAs
  3. 3Employee portalYes
  4. 4Tax reportingYes
  5. 5Valuation supportYes
5 lines stated Written from the maker's own pages: wealthlane.co
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The Wealthlane homepage

Overview

Wealthlane is ranked #19 of 29 in equity compensation management software on Specifiction. It runs on iOS, Web.

Wealthlane plans and pricing

All plans
Wealthlane Pricing is structured through a demo request; no price or plan limits stated wealthlane.co · 10 Oct 2026

Compared on equity compensation management software

Award types
RSUs, ISOs, NQSOs, PSUs, ESPPs, RSAswealthlane.co
Employee portal
Yeswealthlane.co
Tax reporting
Yeswealthlane.co
Valuation support
Yeswealthlane.co

Facts

Purpose
Wealthlane is an equity management platform for public and pre-IPO companies, covering grants, vesting, compliance, reporting, and employee experience.wealthlane.co · 10 Oct 2026
Grant management
The platform manages RSUs, ISOs, NQSOs, ESPPs, and RSAs, with automatic vesting schedules and tax events.wealthlane.co · 10 Oct 2026
Reporting
Wealthlane offers equity reports, dilution analysis, audit-ready exports, recurring reports, and sharing with auditors.wealthlane.co · 10 Oct 2026
Integrations
The site says HRIS, payroll, broker, and accounting systems connect through native integrations or a REST API.wealthlane.co · 10 Oct 2026
Security
The site states that Wealthlane is SOC I Type II and SOC II Type II certified.wealthlane.co · 10 Oct 2026
Controls
The platform describes immutable audit trails for user actions, dual-approval workflows, and on-demand expense reports.wealthlane.co · 10 Oct 2026
Tax support
The site describes a US tax library covering all 50 states and a globally configurable tax engine.wealthlane.co · 10 Oct 2026
Service options
Wealthlane offers self-service and full-service models, including full service for smaller companies.wealthlane.co · 10 Oct 2026
Intended users
The platform is presented for public companies and pre-IPO or late-stage private companies, including lean teams without a dedicated equity administrator.wealthlane.co · 10 Oct 2026
Implementation
The site states that full implementation takes three weeks.wealthlane.co · 10 Oct 2026
Support
The site invites prospective customers to book a 20-minute live demo and lists [email protected] for contact.wealthlane.co · 10 Oct 2026
Data portability
Wealthlane says customer data is portable and exportable at any time.wealthlane.co · 10 Oct 2026

Company

Headquarters
New York, NYwealthlane.co · 28 Sept 2026

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All accessCh 01 Cake Equity Free planAndroidiOS from $83.33/mo7.4 All accessCh 02 Eqvista Free planAndroidiOS from $2/mo7.3 All accessCh 03 Vquity Free planWebWindows from $40.83/mo7.2 All accessCh 04 Astrella Free trialAndroidiOS from $100/mo7.1 All accessCh 05 EquityList Free planWeb from $8.33/mo7.1 All accessCh 06 Ledgy Free planAPIWeb from €250/mo7.1

Where it ranks on Specifiction

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Sources