Wealthlane

What Wealthlane is

Wealthlane is an equity management platform for public companies and pre-IPO or late-stage private companies. It manages grants including RSUs, ISOs, NQSOs, ESPPs, and RSAs, with automatic vesting schedules and tax events. Equity holders can use a branded, mobile-first portal to review holdings, vesting dates, and tax implications. For equity teams, it offers equity reports, dilution analysis, audit-ready exports, recurring reports, and sharing with auditors. HRIS, payroll, broker, and accounting systems can connect through native integrations or a REST API. Controls include immutable audit trails, dual-approval workflows, and on-demand expense reports. Tax support includes a US library covering all 50 states and a globally configurable tax engine. Companies can choose self-service or full-service models, including full service for smaller companies. Wealthlane states that full implementation takes three weeks and customer data can be exported at any time. It is available on iOS and web, and pricing is arranged through a demo request; no price or plan limits are stated.