# Carta Equity Suite vs Fidelity Private Shares Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Carta excels in providing a comprehensive equity management platform, with users appreciating its multiple integration options with HRIS platforms, which streamline access to data and overall compensation packages.
- **Users say** Fidelity Private Shares stands out for its exceptional customer support, with many highlighting the responsiveness and knowledge of the support team, making the onboarding process smooth and efficient.
- **Reviewers mention** that Carta's user interface is clean and intuitive, allowing for easy navigation when managing equity, cap tables, and employee option grants, which is a significant advantage for teams looking for simplicity in their daily operations.
- **According to verified reviews** , Fidelity Private Shares is praised for its ease of use and helpful documentation, which aids users in understanding the product better, contributing to a more seamless experience overall.
- **G2 reviewers highlight** that while Carta has a solid overall rating, it faces challenges in setup ease compared to Fidelity Private Shares, which has received commendations for its straightforward onboarding process that guides users effectively.
- **Users report** that both platforms provide reliable data management, but Carta is particularly noted for its ability to maintain accurate ownership records and track vesting quickly, which is crucial for leadership and finance teams.



| | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.8 out of 5 | 
| **Total Reviews** | 233 | 33 | 
| **Largest Market Segment** | Mid-Market (49.4% of reviews) | Small-Business (82.8% of reviews) | 
| **Entry Level Price** | Free 25 Stakeholders Per Year | Free 25 stakeholders Per Year | 

---
## Top Pros & Cons

### Carta Equity Suite

Pros:
- Ease of Use (26 reviews)
- Equity Management (24 reviews)

Cons:
- Expensive (12 reviews)
- Onboarding Issues (9 reviews)

### Fidelity Private Shares

Pros:
- Features (5 reviews)
- Ease of Use (3 reviews)

Cons:
- UX Improvement (2 reviews)
- Workflow Inefficiencies (2 reviews)

---
## Ratings Comparison
| Rating | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
  | **Meets Requirements** | 8.7 (172 reviews) | 9.5 (22 reviews) | 
  | **Ease of Use** | 8.6 (185 reviews) | 8.6 (22 reviews) | 
  | **Ease of Setup** | 7.9 (140 reviews) | 9.1 (16 reviews) | 
  | **Ease of Admin** | 8.4 (107 reviews) | 8.6 (17 reviews) | 
  | **Quality of Support** | 8.2 (151 reviews) | 10.0 (22 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.3 (101 reviews) | 9.8 (17 reviews) | 
  | **Product Direction (% positive)** | 7.8 (164 reviews) | 9.4 (18 reviews) | 

---
## Pricing

### Carta Equity Suite

#### Entry-Level Pricing

Plan: Carta Launch

Price: Free 25 Stakeholders Per Year

Description: Free for new customers with up to 25 stakeholders and up to $1M raised: https://carta.com/equity-management/launch/

Key Features:
- Cap table management
- Securities issuance
- Exercising and repurchasing

[Browse all 4 editions](https://www.g2.com/products/carta-equity-suite/pricing)

#### Free Trial

Yes

### Fidelity Private Shares

#### Entry-Level Pricing

Plan: Launch (Free)

Price: Free 25 stakeholders Per Year

Description: Up to 25 stakeholders and less than $1M raised

<b>Get Started Here: www.fidelityprivateshares.com</b>

Key Features:
- Cap table management
- Equity plan generation
- Data room

[Browse all 4 editions](https://www.g2.com/products/fidelity-private-shares/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Equity Management

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | 8.3/10 | 128 |
| **Fidelity Private Shares** | 8.7/10 | 14 |

#### Platform Basics

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Reporting** | 8.2 (108 reviews) | 8.8 (11 reviews) | 

#### Platform Data

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Visualization** | 8.3 (115 reviews) | 9.2 (11 reviews) | 
| **Platform Search** | 8.0 (106 reviews) | 8.1 (12 reviews) | 
| **Dashboard** | 8.6 (117 reviews) | 8.8 (11 reviews) | 

#### Platform Content

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **File Sharing** | 8.1 (90 reviews) | 7.7 (11 reviews) | 

#### Platform Additional Functionality

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Cap Table** | 8.9 (111 reviews) | 8.8 (12 reviews) | 
| **409a** | 8.7 (88 reviews) | 8.9 (9 reviews) | 
| **Equity Governance** | 8.6 (98 reviews) | 9.3 (9 reviews) | 

#### Agentic AI - Equity Management

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Autonomous Task Execution** | 7.6 (26 reviews) | Not enough data | 

### Compensation Management

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Fidelity Private Shares** | N/A | N/A |

#### Platform

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Reward Structuring** | Not enough data | Not enough data | 
| **Event Management** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 
| **Compensation History** | Not enough data | Not enough data | 
| **Automated Compliance** | Not enough data | Not enough data | 
| **Performance Management Integration** | Not enough data | Not enough data | 
| **Embedded Analytics** | Not enough data | Not enough data | 
| **Reporting Capabilities** | Not enough data | Not enough data | 
| **Compensation Data Management** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 

#### Benchmarking and Equity - Compensation Management

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Benchmarking Data** | Not enough data | Not enough data | 
| **Pay Equity** | Not enough data | Not enough data | 
| **Salary Bands** | Not enough data | Not enough data | 

#### Platform

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Customization ** | Not enough data | Not enough data | 
| **Integration APIs** | Not enough data | Not enough data | 
| **Internationalization** | Not enough data | Not enough data | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 
| **Dashboards** | Not enough data | Not enough data | 

### Venture Capital Management

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Fidelity Private Shares** | N/A | N/A |

#### Investment Management

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Investment Portfolio Management** | Not enough data | Not enough data | 
| **Investment Analytics** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Cap Table Management** | Not enough data | Not enough data | 

#### Fund Management

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Deal Flow Management** | Not enough data | Not enough data | 
| **Limited Partner Management** | Not enough data | Not enough data | 
| **Fund Administration** | Not enough data | Not enough data | 

#### Agentic AI - Venture Capital Management

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Talent Management

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Fidelity Private Shares** | N/A | N/A |

#### Generative AI

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

### Salary Benchmarking

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Fidelity Private Shares** | N/A | N/A |

#### Core Features - Salary Benchmarking Software

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Dashboard** | Not enough data | Not enough data | 
| **Industry Benchmarking** | Not enough data | Not enough data | 
| **Hierarchy** | Not enough data | Not enough data | 

#### Auditing -  Salary Benchmarking Software

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 
| **Accuracy** | Not enough data | Not enough data | 

#### Advanced Features - Salary Benchmarking Software

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Structure** | Not enough data | Not enough data | 
| **Offer Letter** | Not enough data | Not enough data | 
| **Salary Survey** | Not enough data | Not enough data | 
| **Equity** | Not enough data | Not enough data | 
| **AI** | Not enough data | Not enough data | 

### Compensation Planning

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Fidelity Private Shares** | N/A | N/A |

#### Platform - Compensation Planning

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Compensation Budgeting** | Not enough data | Not enough data | 
| **Merit Cycle Planning** | Not enough data | Not enough data | 
| **Pay Transparency** | Not enough data | Not enough data | 
| **Automated Compliance** | Not enough data | Not enough data | 
| **Reward Structuring** | Not enough data | Not enough data | 
| **Compensation History** | Not enough data | Not enough data | 

#### Additional Features - Compensation Planning

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Reporting Capabilities** | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Carta Equity Suite** | N/A | N/A |
| **Fidelity Private Shares** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Equity Management Software](https://www.g2.com/categories/equity-management)

**Unique to Carta Equity Suite (4):** [Compensation Planning Software](https://www.g2.com/categories/compensation-planning), [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-management), [Compensation Management Software](https://www.g2.com/categories/compensation-management), [Salary Benchmarking Software](https://www.g2.com/categories/salary-benchmarking)



---
## Reviewer Demographics

### By Company Size

| Segment | Carta Equity Suite | Fidelity Private Shares | 
|---|---|---|
| **Small-Business** | 45.0% | 82.8% | 
| **Mid-Market** | 49.4% | 17.2% | 
| **Enterprise** | 5.6% | 0% | 

### By Industry

#### Carta Equity Suite

- **Computer Software:** 31.4%
- **Financial Services:** 12.2%
- **Information Technology and Services:** 8.7%
- **Internet:** 5.2%
- **Accounting:** 4.8%
- **Computer & Network Security:** 3.1%
- **Biotechnology:** 2.6%
- **Hospital & Health Care:** 2.2%
- **Marketing and Advertising:** 1.7%
- **Automotive:** 1.3%
- **Other:** 26.6%

#### Fidelity Private Shares

- **Computer Software:** 22.2%
- **Biotechnology:** 11.1%
- **Consumer Services:** 7.4%
- **Information Technology and Services:** 7.4%
- **Financial Services:** 7.4%
- **Aviation & Aerospace:** 3.7%
- **Consumer Goods:** 3.7%
- **Electrical/Electronic Manufacturing:** 3.7%
- **Facilities Services:** 3.7%
- **Health, Wellness and Fitness:** 3.7%
- **Other:** 25.9%

---
## Alternatives

### Alternatives to Carta Equity Suite

- [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (318 reviews)
- [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) — 4.4/5 stars (117 reviews)
- [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 reviews)
- [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (153 reviews)
- [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (135 reviews)
- [Salary.com](https://www.g2.com/products/salary-com-salary-com/reviews) — 4.4/5 stars (1080 reviews)
- [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (130 reviews)
- [UKG Pro](https://www.g2.com/products/ukg-pro/reviews) — 4.3/5 stars (2206 reviews)
- [Payscale Ascent (formerly Payfactors)](https://www.g2.com/products/payscale-ascent-formerly-payfactors/reviews) — 4.3/5 stars (721 reviews)
- [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4501 reviews)

### Alternatives to Fidelity Private Shares

- [Remote](https://www.g2.com/products/remote/reviews) — 4.5/5 stars (4501 reviews)
- [Pulley](https://www.g2.com/products/pulley-pulley/reviews) — 4.7/5 stars (135 reviews)
- [Qapita](https://www.g2.com/products/qapita/reviews) — 4.6/5 stars (318 reviews)
- [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) — 4.8/5 stars (153 reviews)
- [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) — 3.8/5 stars (32 reviews)
- [Cake Equity](https://www.g2.com/products/cake-equity/reviews) — 4.8/5 stars (130 reviews)
- [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) — 4.4/5 stars (117 reviews)
- [EquityList](https://www.g2.com/products/equitylist/reviews) — 4.7/5 stars (117 reviews)
- [Ledgy](https://www.g2.com/products/ledgy/reviews) — 4.7/5 stars (65 reviews)
- [Astrella](https://www.g2.com/products/astrella/reviews) — 4.5/5 stars (51 reviews)

---
## Top Discussions

### Carta Equity Suite

- Title: [How much does Carta cost?](https://www.g2.com/discussions/pricing-341d6925-e7fb-45cb-b809-15b4448e29f0) — 2 comments, 1 upvote *(includes official response)*
  > **Top comment:** "Pricing depends on which plan you choose. For company products, it will also depend on the number of stakeholders on the cap table. For investor products, it..."
- Title: [What does Carta company do?](https://www.g2.com/discussions/what-does-carta-company-do) — 1 comment
  > **Top comment:** "The platform helps to allocate the stock option execution timeline, schedule, and amount, as well as execute options on the end of the recipient, by paying..."
- Title: [What was your experience during the public listing event (IPO)? Any issues with the platform?](https://www.g2.com/discussions/what-was-your-experience-during-the-public-listing-event-ipo-any-issues-with-the-platform) — 1 comment, 1 upvote
  > **Top comment:** "No issues whatsoever."

### Fidelity Private Shares

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/carta-equity-suite-vs-fidelity-private-shares)