Fidelity

#3 in Equity Management

Boston, US

Products on G2

Total reviews

4.6

Avg. star rating

Fidelity Private Shares ranks #3 in Equity Management.
Reviews across Fidelity's portfolio declined 100.0% quarter-over-quarter.
Fidelity's 3 products span 3 categories on G2.
Small Business is the largest segment among reviewers, at 67.9%.

Traffic & LLM citations

Monthly G2.com page views and citations by AI answer engines, summed across Fidelity's products.

Page views and citations · Fidelity

Source: G2 review data

Winning from

Based on reviewers who said they switched from another vendor's product.

Carta

2 switched

Canva

1 switched

Losing to

Based on reviewers of other products who said they switched from Fidelity.

Paycor

1 switched

Human Interest, Inc.

1 switched

Key stats

-100.0%

Small Business

1946

84,712

Boston, US

Adoption by company size

Segment	Share of reviews
Small Business	67.9%
Mid-Market	17.9%
Enterprise	14.3%

Quarterly history

Quarter	Total reviews	Avg. rating
2024 Q4	1	5.0
2025 Q1	1	5.0
2025 Q3	2	4.5
2025 Q4	2	4.5
2026 Q1	4	5.0
2026 Q2	2	5.0

About Fidelity

Fidelity is a leading financial services company that provides a wide range of investment solutions, including brokerage services, retirement planning, wealth management, and asset management. Established in 1946, Fidelity is known for its robust trading platforms, research tools, and educational resources designed to help individuals and institutions manage their investments effectively. The company emphasizes customer service and innovative technology to enhance the investment experience. For more information, visit their website at https://www.fidelity.com.