Manage Equity Awards Accurately, Securely & Effortlessly
Wealthlane is the modern, AI-powered equity management platform built to automate compliance and deliver intuitive stock plan tracking for HR, Finance, and your employees.
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A cloud-native equity compensation platform built for modern companies
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?
Newly Developed Technology
A cloud-native and cloud- agnostic Platform-as-a-Service (PAAS) solution with real-time data and ZERO latency/batch- processing.
Comprehensive Functionality
Diverse equity award types with the freedom to work with brokers of your choice. Configure global taxes or leverage our U.S. tax libraries. Review and make real-time tax adjustments on transactions.
Serving Underserved Smaller Companies
No minimum or maximum stock price or plan value, serving companies of all sizes and industries including fully-outsourced solutions to the smallest of companies.
Simple, Intuitive User Interface
A flexible, scalable platform that is easy to navigate and cost-effective.
Sandbox Functionality
Create unlimited “what if” scenarios without modifying real data or losing your work.
Built-in AI Tools
Configure our AI assistant to answer any general, platform or company-specific questions for your participants and administrators.
Secure and Granular Controls
Maintain ironclad security with complete
control over user permissions while
fostering seamless collaboration with all
stakeholders- service providers, finance,
auditors, legal counsel, tax advisors, etc.
Plug-and-Play, White-Label Platform
Our platform can be customized and
licensed to any firms who wish to leverage
Wealthlane’s technology to offer stock
plan solutions.
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
Wealthlane Employee Portal
We understand that equity awards are about attracting, retaining and motivating talent. We built an employee portal with an integrated solution that helps you do just that.
Team
Wealthlane is engineered by veterans of the equity compensation industry, bringing decades of leadership experience from ETRADE, Carta, Morgan Stanley, and Goldman Sachs.
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
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?
Wealthlane offers dynamic, highly customizable reporting for HR and Finance teams, allowing you to track equity grant data, vesting schedules, and participant transactions in real-time.