Wealthlane Financial
Kedar Koirala is a seasoned financial services professional with extensive experience in strategic leadership and business operations. As Co-Founder and CEO of Wealthlane Financial Inc. since 2022, Kedar has played a pivotal role in developing innovative stock plan software. Prior to this, Kedar served as Vice President of Strategy & Business Operations at Carta and held various leadership positions at E*TRADE from 2019 to 2021, where Kedar led transformative initiatives in client acquisition and equity plan administration. Kedar's background includes significant roles at Morgan Stanley, where responsibilities spanned client acquisition, product strategy, and overseeing institutional wealth services. Earlier experiences at Bank of America Merrill Lynch and UBS Investment Bank further enhance Kedar's expertise in wealth management strategy and corporate development. Kedar also offers business and financial advisory services through K2 Strategy & Transaction Advisory and actively invests in startups.
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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 small-cap 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.