Wealthlane Financial

Wealthlane Financial Inc. is an independent stock plan software company that was established by industry experts to enable companies the flexibility to customize how they manage their stock plans. As a cloud-native SaaS platform for late stage pre-IPO and public companies, Wealthlane helps employers maximize their equity compensation plans to attract and retain talent, align employee efforts with rewards, and foster a culture of ownership. Wealthlane offers both self-service SaaS and fully-outsourced models to companies, and white-label platform solutions to wealth management firms, retirement recordkeepers and equity compensation consultants and service providers. Headquartered in New York, Wealthlane’s comprehensive industrial strength platform handles all the plan administration and participant services, including financial reporting, tax withholding, multi-broker trade execution and insider trading compliance needs of companies that grant equity globally. In addition, the use of AI within the Wealthlane system allows for the stock plan administrator to obtain answers to their questions along with providing valuable education to their stock plan participants quickly and efficiently.