EquityList vs OptionTrax
EquityList
equitylist.coOptionTrax
optiontrax.comSide by side
| Figure | EquityList | OptionTrax |
|---|---|---|
| Price from | $100/mo | $449/mo |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 7 | 2 |
| Spec score · Equity Compensation Management Software | 8.1 (#7) | 7.3 (#15) |
| Compliance | The finance solution says it provides stock expense numbers compliant with ASC 718, IFRS 2, and Ind AS 102. | The site says OptionTrax calculates Black-Scholes and intrinsic award values and supports disclosures including ASC 718 and ASC 260 reporting. |
| Founded | 2023 | 1992 |
| Headquarters | Gurugram, Haryana, India | The contact page lists the office at 1001 Conshohocken State Road, Building 1, Suite 205, West Conshohocken, Pennsylvania 19428. |
| Support | The Free plan includes email and Intercom support, community access, and bi-weekly office hours; Growth includes priority support and concierge onboarding. | For self-administration, the company says it provides implementation training, support, and guidance, and remains available for questions. |
Plans
EquityList
- FreeFree
- Build (monthly billing)$125 a month
- Growth (monthly billing)$265 a month
- Build (annual billing)$1,200 a year
- Growth (annual billing)$3,500 a year
- EnterprisePriced on request
- Public company pricingPriced on request
In their own words
EquityList
EquityList is an equity management and compliance platform for private and public companies. It tracks ownership, grants, exercises, buybacks, and expense reporting; its cap tables preserve transaction history, model fundraising scenarios, and handle multiple entities. The grants tools cover options, RSUs, and SARs, with vesting and exercise management for employees, advisors, and consultants. HR integrations with BambooHR, Keka, Darwinbox, and GreytHR sync employee changes and payroll data. Finance tools provide stock expense figures compliant with ASC 718, IFRS 2, and Ind AS 102. EquityList describes encryption at rest and in transit, logged access controls, and practices certified against SOC 2 and ISO 27001. The web service has a free plan for up to 10 stakeholders; Build and Growth bill for additional stakeholders beyond their included limits. Paid plans start at $100 a year with annual billing. Listed-company pricing is a scope-based annual proposal, not a fixed price.
OptionTrax
OptionTrax has no write-up on Specifiction yet; its figures are above.