
Seamlessly Manage Equity Globally with Local Expertise
Master equity compensation with our world-class platform. Ensure compliance, save time, and inspire your team for optimal performance.

TRUSTED BY FINANCE AND HR TEAMS WORLDWIDE








The leading equity compensation solution for European IPO-ready and publicly listed companies.
Streamline Equity Management with Admin Portal


Empower Your Employees with Participant Portal


Simplified Financial Reporting


Forecast with Precision and Ensure Audit-Readiness


Facilitate Trading with Ease


Integrate with Your HR software


Enhance Cap Table Management



Enhanced Financial Precision
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Automated equity transaction processes for increased efficiency.
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Single source of truth for accurate financial data and reporting.
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Real-time data access for strategic financial decisions.

Elevate Employee Experience
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Simplified compensation and benefits workflows.
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Transparent equity compensation enhancing employee engagement.
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Ensure accurate data and compliance with HR integrations, streamlining both onboarding and off boarding.

Uphold Legal Integrity
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Unified document and signature management for legal integrity.
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Efficient equity document administration to minimise errors.
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Easy access to transaction data for legal diligence and audits.
We are your local global partner
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Dedicated Customer Success
Domain experts with extensive industry experience to support you. We’re ready to ensure a quick and efficient setup to meet your needs.
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SOC 1 & SOC 2 Certified
Independently audited to ensure data integrity and confidentiality. Fully compliant with GDPR to protect personal data. Learn more about our commitment to security in our trust portal.
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Your 360° Equity Partner
Our platform blends technology with industry experience, providing clear and dependable solutions for equity compensation management.
Local Expertise, Global Reach

Germany
Automated capital gains tax deductions for German-compliant equity programs, facilitating private accounts for participants.

Sweden
Warrants and warrant buy-backs.

Italy
Local nominee structure and tax handling.

US
409A valuation and US GAAP.

UK
Support for HMRC reporting including the use of EBT and trust solutions.

Finland
Book-entry accounts and Transfer Tax.

Denmark
All equity instruments with beneficial Danish tax scheme 7P.

Norway
Supporting all equity programs.

Switzerland
Supporting Swiss tax reporting.

France
Compliant financial reporting and BSPCE.

Worldwide
Supporting 100+ countries worldwide.
Don't take our word for it
Hear directly from our customers. Our largest program
is administering 10,000+ global participants
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"Optio has streamlined our operations by reducing manual work and errors, and enhancing stakeholder communication with dashboards and detailed reporting."
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"Switching from Excel to Optio has been a game-changer for us—it’s streamlined admin tasks, boosted participant satisfaction with better visibility, plus providing a single source of truth for easier reporting and decision making".
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"Optio has been a pragmatic and solution-oriented partner in managing our share programs, including during our IPO, guiding us effectively through various compensation issues."
Check our blog
You will find articles explaining equity-related matters and updates on new regulations.
