Top 10 Fidelity Private Shares Alternatives & Competitors

(34)4.8 out of 5

While Fidelity Private Shares is a leading solution in Equity Management Software, it's frequently compared with similar tools that offer different strengths. Equity Management Software is used by teams seeking quick, productive platforms with features like file sharing, cap table, and 409a, according to G2 reviews. When comparing Fidelity Private Shares with other tools, reviewers most often evaluate features and customer service as key differentiators.
The best overall alternative to Fidelity Private Shares is Carta Equity Suite, rated ~4.3 stars on G2 from 232+ reviewers. It is frequently praised for equity management and user interface. Other well-known alternatives to Fidelity Private Shares are:

• Qapita – known for customer support and equity management (G2 star rating ~4.6)
• Pulley – highly rated for customer support and cap table management (G2 star rating ~4.7)
• Remote – offers helpful and customer support (G2 star rating ~4.5)
• J.P.Morgan Workplace Solutions – best suited for teams that need cap table management and customer support (G2 star rating ~4.8)

Browse top options below. Based on G2 review data, Fidelity Private Shares is most commonly used in industries like Equity Management Software, Global Employment Platforms (GEP). Compare user ratings by vertical to find the best fit.

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Top 10 Alternatives to Fidelity Private Shares Recently Reviewed By G2 Community

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Carta Equity Suite
By Carta
4.3/5(232)
Product Description
Carta is modernizing and revolutionizing the way private companies manage and interact with their share- and optionholders.
Reviewers say compared to Fidelity Private Shares, Carta Equity Suite is:
Slower to reach roi
More expensive
Categories in common with Fidelity Private Shares:
Equity Management

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Qapita
By Qapita
4.6/5(358)
Product Description
Qapita is a Singapore headquartered digital equity management platform for private companies, particularly start-ups. Its software, QapMap, is designed to enable capitalisation table (CapTable) management, employee stock ownership plan (ESOP) management and digital ESOP issuance with the aim of eventually enabling digital share issuance for companies across South and Southeast Asia.
Reviewers say compared to Fidelity Private Shares, Qapita is:
More expensive
More usable
Easier to admin
Categories in common with Fidelity Private Shares:
Equity Management

Pulley
By Pulley
4.7/5(135)
Product Description
Pulley is a cap table platform taking a new approach to equity management. We give founders and employees the tools and insights to make smarter decisions about their equity.
Reviewers say compared to Fidelity Private Shares, Pulley is:
More usable
More expensive
Easier to admin
Categories in common with Fidelity Private Shares:
Equity Management

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Remote
By Remote
4.5/5(5,215)
Product Description
Remote offers global HR solutions for the future of work. Learn about how we make it possible for businesses of all sizes to employ global talent legally and easily.
Reviewers say compared to Fidelity Private Shares, Remote is:
More expensive
More usable
Easier to admin
Categories in common with Fidelity Private Shares:
Equity Management

J.P.Morgan Workplace Solutions
By JPMorgan Chase
4.8/5(163)
Product Description
J.P. Morgan understands that your company’s success is driven by the remarkable commitment and dedication of its employees. Workplace Solutions is a holistic tech and service-based offering, created to empower your team to easily navigate their workplace incentives with confidence. From stock plan management powered by Global Shares and financial education to wealth building and beyond - our intuitive solutions help you attract and keep talented people who believe in your company as much as you believe in them. Contact us today to find out how we can help empower your workforce.
Reviewers say compared to Fidelity Private Shares, J.P.Morgan Workplace Solutions is:
More expensive
Easier to admin
More usable
Categories in common with Fidelity Private Shares:
Equity Management

Shareworks by Morgan Stanley
By Morgan Stanley Smith Barney
3.8/5(32)
Product Description
We help companies engage and attract top talent, simplify equity plan management, provide confident disclosures and comply with certainty.
Reviewers say compared to Fidelity Private Shares, Shareworks by Morgan Stanley is:
More expensive
Categories in common with Fidelity Private Shares:
Equity Management

Cake Equity
By Cake Equity
4.8/5(144)
Product Description
We help you build your investor list, raise capital and issue options. It's a piece of cake.
Reviewers say compared to Fidelity Private Shares, Cake Equity is:
More expensive
More usable
Easier to admin
Categories in common with Fidelity Private Shares:
Equity Management

Certent
By insightsoftware
4.4/5(117)
Product Description
Streamline equity management, tighten compliance, minimize risk, improve your productivity. It’s life beyond the spreadsheet.
Reviewers say compared to Fidelity Private Shares, Certent is:
Slower to reach roi
More expensive
Categories in common with Fidelity Private Shares:
Equity Management

Ledgy
By Ledgy
4.7/5(85)
Product Description
Ledgy is the Equity Management platform built for growing companies to manage their cap table, employee shareholdings, financing rounds, and investor relations. A Swiss company built on privacy, accuracy and legal compliance.
Reviewers say compared to Fidelity Private Shares, Ledgy is:
More expensive
More usable
Easier to admin
Categories in common with Fidelity Private Shares:
Equity Management

EquityList
By EquityList
4.7/5(117)
Product Description
Full-stack equity management platform for founders and their teams to manage cap table, ESOP, and related operations.
Reviewers say compared to Fidelity Private Shares, EquityList is:
More expensive
More usable
Easier to admin
Categories in common with Fidelity Private Shares:
Equity Management