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Fidelity Private Shares Alternatives: 9 Options Compared, Including Free (2026)

Explore 9 alternatives to Fidelity Private Shares — vetted by our editors with real user reviews, pricing, and feature comparisons.

The 9 leading free Fidelity Private Shares alternatives, compared

Quick answer

The best free replacements for Fidelity Private Shares are Ledgy, Eqvista and Astrella. Ledgy leads the list with a 4.85★ rating from real users. Compare all 9 on rating and pricing below.

If the value just isn't there with Fidelity Private Shares anymore, these 9 cap table management software free alternatives are worth weighing. We rank by SpotScore (real-user satisfaction and market presence), star ratings, and pricing model, and our editors vet each pick. Scan the table for a quick view, then read the sections below for the why.

ProductSpotScoreRatingPricingBest for
LedgyEfficiency and accuracy for global equity management.—★★★★★ 4.85(23)FreeFree Trial · Freemium · Subscriptionteams of all sizes
EqvistaSmarter equity management made easy.—Not yet ratedFreefrom $2 /user/monthteams of all sizes
AstrellaStreamline private company stock plan data with ease.—Not yet ratedFreeFreemium · Subscriptionteams of all sizes
QapitaMaximize equity, manage effortlessly.—Not yet ratedFreeFreemium · Quotation Based · Subscriptionteams of all sizes
HighCastleOptimize your equity investments with ease.—★★★★★ 5(2)FreeFreemium · Subscriptionteams of all sizes
Captable.ioStreamlining equity management for maximum efficiency.—Not yet ratedFreeFreemium · Subscription · Quotation Basedteams of all sizes
CartaPowering growth for investment managers.—★★★★★ 4.5(52)FreeFreemium · Quotation Basedteams of all sizes
Gust Equity ManagementStreamlined solutions for successful investment management.—★★★★★ 4.5(1)FreeFreemium · Quotation Basedsmall & mid-size businesses
CapdeskStreamline your equity management with CapDesk.—★★★★★ 5(2)FreeFreemium · Subscriptionteams of all sizes
Ledgy

Ledgy

Efficiency and accuracy for global equity management.

Best for: SMB teams · Mid-market · Enterprise

Start Free Trial

4.8

23 verified reviews

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What is Ledgy?

Ledgy empowers over 3,500 companies globally, including Getir, Airwallex and wefox, to streamline their equity operations across multiple countries, reduce costs associated with auditing, legal, and administrative tasks, and automate repetitive processes like document generation and signature ...

Read more about Ledgy
Free TrialTry Free →
Eqvista

Eqvista

Smarter equity management made easy.

Best for: SMB teams · Mid-market · Enterprise

Start Free Trial

Add to compare

watch-demo

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What is Eqvista?

Eqvista is a comprehensive equity management platform, ranked #1 on G2 for Equity Management, that revolutionizes private market infrastructure with our breakthrough Eqvista Real-Time Company Valuation® technology, combining expert valuations from our in-house team of NACVA-certified, CVA and ...

Read more about Eqvista
Free TrialTry Free →·

Eqvista offers custom pricing plan

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Astrella - Equity Management Software

Astrella

Streamline private company stock plan data with ease.

Best for: SMB teams · Mid-market · Enterprise

Try for Free

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What is Astrella?

Astrella is a powerful cloud-based self-service management software that simplifies the task of handling private company stock plan data. With blockchain technology and AI backing this platform, entrepreneurs, SMEs, as well as large corporations, can securely and efficiently move from private ...

Read more about Astrella

Starts from $5/Month, also offers free forever plan

Qapita - Equity Management Software

Qapita

Maximize equity, manage effortlessly.

Best for: SMB teams · Mid-market · Enterprise

Try for Free

Add to compare

What is Qapita?

Qapita is an equity management platform for startups and growth-stage companies primarily in the Asia-Pacific region, covering cap table management, ESOP administration, and investor relations. It allows founders, CFOs, and legal teams to issue equity, track vesting, and give employees a portal ...

Read more about Qapita

Qapita offers custom pricing plan

HighCastle

HighCastle

Optimize your equity investments with ease.

Best for: SMB teams · Mid-market · Enterprise

Try for Free

5.0

2 verified reviews

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What is HighCastle?

HighCastle is an equity portfolio management platform for individual investors, financial advisors, and wealth managers who need analysis and reporting across their full equity investment portfolios. It covers the complete investment lifecycle from portfolio analysis to performance reporting in ...

Read more about HighCastle
Captable.io

Captable.io

Streamlining equity management for maximum efficiency.

Best for: SMB teams · Mid-market · Enterprise

Try for Free

Add to compare

What is Captable.io?

Captable.io is equity management software that simplifies the job of a fund manager and enables him to spend more time with his family and friends by automating administration functions. This fully automated process frees up the fund manager to focus on key responsibilities such as analyzing ...

Read more about Captable.io

Captable.io offers custom pricing plan

Carta

Carta

Powering growth for investment managers.

Best for: SMB teams · Mid-market · Enterprise

Try for Free

4.5

52 verified reviews

Add to compare

What is Carta?

Carta is an equity management software system that provides comprehensive operational, analytical and administrative tools to help investment managers grow and protect their AUM. From portfolio reporting and performance monitoring, to research collaboration and regulatory adherence, Carta's ...

Read more about Carta

Carta offers custom pricing plan

Gust Equity Management

Gust Equity Management

Streamlined solutions for successful investment management.

Best for: SMB teams · Mid-market

Try for Free

4.5

1 verified reviews

Add to compare

What is Gust Equity Management?

Gust Equity Management software is an efficient and easy-to-use system that enables investment firms to manage client accounts and communicate with clients quickly and easily. Gust Equity Management software offers a range of features to helps to provide better service clients, maintain ...

Read more about Gust Equity Management

Gust Equity Management offers custom pricing plan

Capdesk

Capdesk

Streamline your equity management with CapDesk.

Best for: SMB teams · Mid-market · Enterprise

Try for Free

5.0

2 verified reviews

Add to compare

What is Capdesk?

CapDesk is an equity management software designed for hedge funds and other alternative investments with a heavy buy-side focus. This software provides all the functionality needed to put in an optimal limit order, and closely monitor market movements. It includes sophisticated features such as ...

Read more about Capdesk

How Fidelity Private Shares competitors stack up

Buyers comparing Fidelity Private Shares usually weigh it against these 9 cap table management software competitors, starting with Ledgy, Eqvista and Astrella. Each is compared against Fidelity Private Shares on rating, pricing and feature coverage below.

Tools similar to Fidelity Private Shares

Searches for "sites like Fidelity Private Shares" and "apps like Fidelity Private Shares" land on the same shortlist as "Fidelity Private Shares alternatives" — the 9 options below cover both, whether you want a like-for-like replacement or something lighter.

Why each one belongs on this list

LedgyBest for teams of all sizes

Streamlines equity and portfolio management, replacing error-prone Excel files.

Watch for: Inserting cap tables and transactions can be time-consuming and not yet automated.

EqvistaBest for teams of all sizes

Global equity management approach

Watch for: Complex for new users

AstrellaBest for teams of all sizes
QapitaBest for teams of all sizes

Comprehensive equity management

Watch for: Limited integrations

HighCastleBest for teams of all sizes

Portfolio analysis

Watch for: May lack advanced trading tools

Captable.ioBest for teams of all sizes

Automates administrative functions

Watch for: Limited integrations available

CartaBest for teams of all sizes

Intuitive and easy to use interface for managing cap table and equity compensation.

Watch for: Some additional features come at an extra cost.

Gust Equity ManagementBest for small & mid-size businesses

Easy to use

Watch for: Limited advanced features

CapdeskBest for teams of all sizes

Comprehensive equity management

Watch for: Complex for beginners

What to consider when replacing Fidelity Private Shares

The numbers behind these 9 free alternatives: 9 offer a free tier; paid plans run $2, with Eqvista the cheapest entry point; and HighCastle is the highest rated at 5★ across 2 reviews.

Our ranking, explained simply.

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

The top-rated alternatives to Fidelity Private Shares are HighCastle (5.0★), Capdesk (5.0★), Ledgy (4.8★). Compare all 9 alternatives side-by-side above.

When evaluating alternatives to Fidelity Private Shares, prioritize: Dashboard, Analytics, Reporting, Alert Notifications, Third-party Integration, transparent pricing, free trial availability, and integrations with your existing tools. Use the filters above to compare by feature, budget, and team size.

Migration difficulty depends on how deeply Fidelity Private Shares is integrated into your workflows. Most alternatives offer data export/import tools and dedicated onboarding support. We recommend narrowing to 2–3 options, running a free trial, and checking each vendor's migration guides before committing.

Which Fidelity Private Shares alternative wins for your team?

  • On a budget / just exploring: start with a free tier — Ledgy, Eqvista and Astrella let you evaluate without paying upfront.
  • If real-user ratings matter most: HighCastle has the strongest star rating (5★) among the options with verified reviews.

Switching from Fidelity Private Shares the smart way

Plan your Fidelity Private Shares migration around your data. Export it, confirm the new tool imports it without loss, and check that the workflows you depend on still work. Run a pilot on a free plan first, and keep Fidelity Private Shares open until the switch is complete.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].