Fidelity Private Shares Pricing Overview

Yes. According to G2 data, Fidelity Private Shares offers a free plan with limited features. Users can upgrade to paid plans for additional capabilities. Visit the seller's official pricing page to compare plan options and features.

Fidelity Private Shares's pricing is best suited for early-stage and growth-stage startups. G2 reviewers are predominantly small businesses with 50 or fewer employees, spanning software, biotech, financial services, real estate, and consulting — all leveraging Fidelity Private Shares for cap table management, equity issuance, and legal workflow automation. The free Launch tier fits pre-seed founders with minimal stakeholders. Fidelity Private Shares's Startup and Growth tiers suit seed-to-Series A companies needing HRIS integrations, 409A valuations, and ASC 718 compliance. Mid-market reviewers in software and biotech also appear across G2 data, indicating Fidelity Private Shares scales effectively for companies with 51–1,000 employees managing more complex equity programs.

Fidelity Private Shares's free Launch tier supports up to 25 stakeholders and companies that have raised under $1M, covering cap table management, equity plan generation, a data room, board consents, scenario modeling, standard reporting, 83(b) generation, Rule 701 exemption checks, and electronic securities. Fidelity Private Shares's paid tiers — Startup, Growth, and Scale — add premier and priority support, investor updates, Form 3921 filing, HRIS and payroll integrations, ASC 718 compliance, priority onboarding, and 409A valuations. G2 reviewers specifically highlight 409A valuations and ASC 718 as high-value paid features. All paid tiers require contacting the vendor for custom pricing.

G2 reviewers rate Fidelity Private Shares at 5.0/5 overall, signaling strong perceived value. Multiple reviewers explicitly cite cost savings as a core benefit — one G2 user reported saving thousands in monthly legal fees by self-serving equity issuance and board resolutions, while another noted a $1,000 financing data-entry service that replaced roughly $5,000 in law firm associate fees. The free 409A valuation included in higher tiers is frequently praised. Reviewers who switched from Carta cite Fidelity Private Shares's combined data room, HR workflows, and cap table management as superior value. The free Launch tier adds further value for pre-seed companies needing zero-cost cap table infrastructure.