SOC I Type II & SOC II Type II Certified
The modern equity management platform for public and pre-IPO companies — grants, vesting, compliance, reporting, and employee experience in one place, from your first grant through IPO and beyond.
Trusted by +70 companies
Why Wealthlane
The independent, modern equity platform.
Purpose-built for public and pre-IPO companies — and engineered by people who have run equity at the largest names in the industry.
Modern and AI-native
Embedded AI agents and automated workflows replace the legacy, service-heavy model. Run a report with a natural-language prompt instead of the 25-plus manual steps older platforms require.
Built for how teams work now
One platform, from pre-IPO to public
Go from your earliest pre-IPO grants through your IPO and public life on the same platform — with no re-implementation, no migration, and no disruption for your employees.
Scales with every stage
Independent, and your data is yours
An independent platform built by equity veterans from Goldman Sachs, Morgan Stanley, E*TRADE and Carta. Your data is fully portable and exportable at any time — no lock-in, ever.
No conflicts, no lock-in
Who we serve
Built for where you are — and where you’re going.
The same platform supports you on both sides of the IPO, so you never have to switch systems as you grow.
Public companies
Public companies
Streamline ongoing administration and stay compliant, quarter after quarter.
ASC 718 reporting and audit-ready expense exports
SOX-compliant dual-approval controls and immutable audit logs
Section 16, Form 3921/3922, W-2 and 10-Q / 10-K equity disclosures
Scales to thousands of participants across multiple plan types
Pre-IPO & late-stage
Pre-IPO and late-stage private
Manage equity across a fast-moving, complex organization and get IPO-ready with confidence.
Clean cap table and audit-ready data from day one
All plan types: RSUs, ISOs, NQSOs, PSUs, ESPPs, RSAs
Full-service option for lean teams with no dedicated admin
Transition to public markets with no re-implementation
We hear you
The problems that keep you up at night
Validated across +70 companies.
85%
One person, the entire program
Managing grants, vesting, exercises, taxes, reporting, and audits at once. Legacy tools were built for teams of five. Most equity admins are a team of one.
Wealthlane automates the repetitive so you can own the critical
38%
Your employees don’t know they have equity
76% of HR leaders say they offer equity. Only 38% of employees agree. That gap is a retention risk, and it is fixable with the right employee experience.
Our employee portal closes the awareness gap for good
55%
Equity decisions feel overwhelming
55% of employees find equity decisions stressful. 63% do not know how to minimize their tax liability. Equity is supposed to retain people, not confuse them.
User-friendly guidance turns confusion into confidence
The Platform
Every moving part. One place.
From initial grant to quarterly close, Wealthlane connects every workflow in your equity program.
01 Grant Management
RSUs, ISOs, NQSOs, ESPP, RSAs. All plan types, all in one place, all auto-calculating vesting schedules and tax events as they happen.
25+
steps to add a single participant-grant-valuation on legacy platforms. Wealthlane collapses it to a few clicks.
02 Employee Portal
A branded, mobile-first portal that gives every equity holder a user-friendly summary of what they own, when it vests, and what the tax implications are.
76%
of employees say equity compensation plays a major role in their financial wellbeing and retirement plans. The portal helps them understand and value what they have.
03 Compliance and Audit
Immutable audit trail on every user action, dual-approval workflows, and on-demand expense reports. No scrambling before year-end. No surprises during fieldwork.
0
audit exceptions across Wealthlane client audits. Compliance is not a feature. It is the foundation.
SOC I Type II
SOC II Type II
04 Analytics and Reporting
Equity reports, dilution analysis, and audit-ready exports generated in seconds. Schedule recurring reports, share directly with your auditors, and reclaim your quarterly close.
7–14 days
average time equity admins spend on quarterly close before Wealthlane. After: under two hours.
05 Integrations
HRIS, payroll, broker, and accounting systems, all connected to Wealthlane via native integrations or our REST API. Your data flows automatically. No manual exports, no reconciliation headaches.
5+
departments are involved in managing equity on average — Legal, Finance, HR, Payroll, Accounting. Wealthlane keeps them all in sync.
Why teams switch
The outcomes your team actually cares about
Time reclaimed
Stop managing equity. Start governing it.
Wealthlane automates the work that keeps equity admins at the office. Grant processing, vesting triggers, tax calculations, participant notifications. You own the decisions. We run the engine.
70%
Reduction in manual admin time
3 weeks
To full implementation ~10x faster vs. 6–9 mo. industry avg
100%
Accuracy
Empowered team
70%+
Companies have no single dedicated person to cover equity management
Our portal closes the gap. Branded, mobile-first, user-friendly.
Tax engine
Tax clarity, built-in.
A comprehensive US tax library covering all 50 states, plus a globally configurable tax engine for any jurisdiction. No estimates, no surprises — just precise numbers that give employees the confidence to act.
63%
of employees don’t know how to minimize their tax liability on equity
Service model
Full service or self service — you choose.
Most platforms force one model. Wealthlane is designed to support both — including full service for smaller companies, which the industry typically reserves for the enterprise. Any size. Any industry.
Self service — for teams who want control
Full service — for teams who want a partner
Quarterly reporting
Close the books. Every quarter.
Equity expense reports, dilution analysis, and audit-ready exports generated in seconds, not days.
The Team
Engineered by equity industry veterans.
Decades of leadership experience from Goldman Sachs, Morgan Stanley, E*TRADE, Merrill Lynch, and Carta.
Kedar Koirala
Co-Founder & CEO
Former VP Strategy at Carta; led stock plan and workplace wealth at Morgan Stanley and E*TRADE.
Prashanta Adhikari
Co-Founder
20+ years as VP at Goldman Sachs across Controllers, Compliance and Operations Technology. Cornell EE.
John Wang
Co-Founder
22 years as Managing Director, Software Engineering at E*TRADE / Morgan Stanley — built Equity Edge Online. MIT PhD.
Dan Mullen
Head of Sales
Sales leader with 20 years of equity industry experience at firms including Fidelity, E*TRADE, and Certent. Certified Equity Professional.
Scott Schwartz
Product Advisor
Certified Equity Professional and former Partner at Armanino LLP (13+ yrs). MBA.
Tarek Hammoud
Board Member
Former CEO of Enfusion (2006–2020). Institutional-scale fintech perspective.
Michael Curcio
Strategic Advisor
30+ years of stock plan, brokerage and wealth management experience, including C-suite leadership at E*TRADE and Morgan Stanley.
Michael Barry
Strategic Advisor
Partner at Cerity Partners; former MD, Head of Workplace Wealth Solutions at UBS (11 yrs).
FAQs
Common questions, answered
Straight answers about the platform, security, pricing, and implementation — no sales call required.
How is Wealthlane different from Carta or Shareworks?
Is Wealthlane SOC 2 certified?
How long does implementation take?
How is pricing structured?
What does the employee portal include?
What equity plan types does Wealthlane support?
Who handles equity filings (Form 3921, 3922, W-2, 10-Q, 10-K)?
What does the full-service (managed) model include?
Can Wealthlane handle both pre-IPO and post-IPO plans on one platform?
Who owns the data, and what happens if we leave?
Is there a minimum company size or participant count?
Still have a question? Book a 20-minute demo →
What clients say
Results that speak for themselves
★★★★★
“We chose Wealthlane because the platform was easy to use, the team understood stock plan administration, and they could implement on our timeline. We went live in under four weeks, compared with 16-24 weeks quoted by other providers. Two years later, our expense reporting runs smoothly, and our auditors can access what they need directly in the platform.”
Chief Financial Officer
Pre-IPO Technology Company
★★★★★
“Before Wealthlane, employees had basic questions about their RSUs because they did not have an easy way to see what they owned. The portal and mobile app made equity much more accessible, and our HR team saw a noticeable drop in routine stock plan questions. It helped make our equity program feel like a real employee benefit.”
VP of Total Rewards
Public Biotech Company
Real data, real workflows, real answers.