Manage Equity Awards Accurately, Securely & Effortlessly
Guiding Principle: “Equity compensation is a tool for employers to attract & retain talent, an incentive for employees to deliver results, and a means to foster an overall sense of ownership.”
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A modern tool for an important offering in employee wellness
Wealthlane’s state-of-the art platform simplifies equity award management with advanced self-service workflows and automation backed by support from a highly experienced team.
Why Wealthlane?
Comprehensive award coverage
Restricted Stock Units (RSUs)
Qualified and Non-Qualified Stock Options
Performance Stock Units (PSUs)
Employee Stock Purchase Plans (ESPPs)
Streamlined in-app workflows
Award management, compliance approvals, and transaction processing—all within our intuitive app.
Fast onboarding
With advanced data import capabilities and an API integration with HRIS and payroll service providers, our implementation and onboarding is simple and short.
Versatile Tax Engine
Configure tax rules specific to any jurisdiction. Utilize our tax library or configure your own.
Dynamic real-time reporting
Access data real-time through highly customizable reports.
Easy to use self service features
Easy to use features that put you firmly in control of your equity awards.
AI powered
Configure our AI assistant to answer any general, platform or company specific questions for your participants and administrators.
Features
Comprehensive award management features
Manage awards individually or take advantage of our intelligent bulk import features
Real time participant management features
Manage your participant data in real time via individual updates, bulk import or leverage our HRIS and payroll integration for automation
Advanced tax engine
Take control of taxes, create any tax for any jurisdiction or copy from pre-set taxes provided by Wealthlane
Integrated brokerage features
Your data when you want it, how you want. Choose from our list of standard reports or configure your own.
Dynamic reporting
Your data when you want it, how you want. Choose from our list of standard reports or configure your own.
For Employees
Participant Portal
We understand that equity awards are about attracting, retaining and motivating talent. We built a participant portal with an integrated solution that helps you do just that.
Team
Co-Founder
Kedar Koirala
20+ years in Wealth Management & Stock Plan, Merrill Lynch, Morgan Stanley, E*TRADE, Carta
Co-Founder
John Wang
20+ years at E*TRADE, Former CTO of E*TRADE’s stock plan services (EEO)
Advisor
Marsha Tepper
30+ years in stock plan advisory, relationship management, customer success and implementation
Advisor
Scott Schwartz
15+ years in equity advisory services including Financial Reporting, Complex Transactions, System Implementation, and Employee Education for private and public companies
Board Member
Tarek Hammoud
Founder and Former CEO of Enfusion, a pioneer of front-to-back SaaS solution for the global hedge fund industry
FAQ
Frequently Asked Questions
What reporting and analytics features does the platform offer for tracking and analyzing equity grant data?
The platform has a dynamic reporting feature that allows for highly customized reporting and analytics.