Fidelity Private Shares
Equity management software
Accounting & finance software
Stock plan administration software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is Fidelity Private Shares
Fidelity Private Shares is an equity management platform for private companies to manage cap tables, equity issuances, and related stakeholder records. It supports common workflows such as option grants, exercises, and maintaining investor and employee ownership data, with tools intended for finance, legal, and HR stakeholders. The product is positioned within Fidelity’s broader workplace investing and brokerage ecosystem, which can be relevant for companies that want equity administration connected to participant accounts and custody services.
Cap table and equity workflows
The platform focuses on core private-company equity administration, including cap table maintenance and tracking of equity events over time. It centralizes stakeholder records for employees, investors, and other security holders. This helps reduce reliance on spreadsheets for day-to-day equity tracking and reporting. It is aligned to the needs of finance and legal teams that require an auditable record of ownership changes.
Backed by large financial institution
The product is offered by Fidelity, a long-established financial services provider with broad operational infrastructure. For some organizations, vendor stability and established controls can be a practical advantage during procurement and risk reviews. Fidelity’s broader services can also matter when companies want equity administration to align with participant account servicing and brokerage-related processes. This can reduce the number of separate vendors involved in equity-related operations.
Designed for private-company use
Fidelity Private Shares is oriented toward private-company equity needs rather than public-company equity reporting as the primary use case. It supports typical private-company scenarios such as managing option plans and tracking ownership across funding rounds. The product’s scope fits companies that need structured equity records and stakeholder communications without building internal tooling. It can be used as a system of record for equity data shared with advisors and internal teams.
Feature depth varies by use case
Organizations with complex equity structures or advanced reporting requirements may find that specialized equity platforms provide deeper configuration options. Some teams require highly granular scenario modeling, custom security types, or extensive automation across equity events. If those needs are central, additional processes or external support may be required. Fit depends on the company’s equity complexity and governance requirements.
Ecosystem fit may be important
The product can be most compelling when a company also uses Fidelity services for participant accounts or related financial workflows. If a company’s brokerage, benefits, or finance stack is centered elsewhere, the integration value may be reduced. In those cases, teams may need to validate data flows and operational handoffs more carefully. This can affect implementation effort and ongoing administration.
Limited public transparency on pricing
Pricing and packaging details are not always fully transparent without engaging sales, which can slow early-stage evaluation. Buyers may need to confirm what is included for cap table management, plan administration, and participant servicing. This can make side-by-side comparisons harder during vendor shortlisting. Procurement teams may need additional diligence to map requirements to the contracted scope.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Launch | Free ($0) | Up to 25 stakeholders and less than $1M raised; Cap table management; Equity plan generation; Data room; Board consents; Scenario modeling; Standard reporting; 83(b) generation; Rule 701 exemption check; Electronic securities. (Official pricing page). |
| Startup | Pricing not listed — Schedule a demo / Contact sales | Everything in Launch, plus Premier support; Investor updates; Form 3921. (Pricing page shows "Schedule a demo"). |
| Growth | Pricing not listed — Schedule a demo / Contact sales | Everything in Startup, plus 409A valuations; Priority onboarding; ASC 718 reporting; HRIS & payroll integration. (Pricing page shows "Schedule a demo"). |
| Scale | Contact for pricing | Tailored solutions for larger companies; custom pricing (Pricing page: "Contact for pricing"). |
| Incorporation package (add-on) | $400 one-time | Incorporation services for Delaware C Corporations: filing fees + one year Registered Agent service + free Launch tier subscription (price listed on site). |
Notes: Automated Equity Financing is offered as an add-on but pricing is not published on the site.
Seller details
Fidelity Investments
Boston, Massachusetts, United States
1946
Private
https://www.fidelity.com/
https://x.com/fidelity
https://www.linkedin.com/company/fidelity-investments
