Fidelity Private Shares
Reviews
Star rating
Rank in Equity Management
Pros and cons
Pros
- Features
- Ease of Use
- Knowledge
- Team Helpfulness
- Customer Support
- Onboarding Experience
Cons
- Workflow Inefficiencies
- UX Improvement
- Limited Features
- Access Limitations
- Expensive
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 83.9% |
| Mid-Market | 16.1% |
| Enterprise | 0.0% |
Quarterly history
| Quarter | Reviews | Star 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 |
Satisfaction ratings
What reviewers say
Exceptional Customer Success Support—Helpful, Responsive, and Friendly
“Customer success (Randi Martinelli) is very helpful, responds timely, knowledgeable, and very friendly. I enjoy working with her to get my business set up in Fidelity.”
Accurate Cap Table Management with Exceptional Onboarding
“I find Fidelity Private Shares extremely helpful for cap table management. It's the first online platform that has accurately captured our cap table, and I'm very excited about this. I really appreciate the accurate shareholder information it provides. The onboarding team was exc”
Efficient Legal Tech with Room for Improvement
“I like that Fidelity Private Shares is very quick and efficient. The workflows allow for convenient template creation along with features like e-signature and board notifications, which really enhance my experience. Everything about it works well for me. The initial setup was ver”