Head-to-head · Equity Compensation Management Software
Fidelity Private Shares vs OptionTrax
Fidelity Private Shares leads on 1 check, OptionTrax on 0, and 3 are even. Who comes out ahead on the 4 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.
Our verdict
- Highest scoreFidelity Private Shares · 8.2/10
- Free planonly Fidelity Private Shares
Fidelity Private Shares scores higher on our rubric for equity compensation management software: 8.2 against 7.9 out of 10; our editors rank them #11 and #14.
Fidelity Private Shares offers free plan; OptionTrax doesn't.
Fidelity Private Shares is the better fit for startups needing HRIS-connected equity administration. OptionTrax is the better fit for private and public companies needing accounting depth.
- Fidelity Private Shares fits best
Startups needing HRIS-connected equity administration
- OptionTrax fits best
Private and public companies needing accounting depth
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Side by side
| Feature | Fidelity Private Shares 8.2/10 Visit ↗ | OptionTrax 7.9/10 Visit ↗ |
|---|---|---|
| At a glance | ||
| Editor score | 8.2 | 7.9 |
| Ranking | #11 in Equity Compensation Management Software | #14 in Equity Compensation Management Software |
| Best for | Startups needing HRIS-connected equity administration | Private and public companies needing accounting depth |
| Pricing model | Free plan + paid | Paid |
| Starting price | — | $200/mo |
| Free plan | ✓ (best) | — |
| Free trial | — | — |
| Deployment | Cloud | Cloud |
| Platforms | Web | Web |
| Support | Email, Docs | Email, Phone, Docs |
| Compliance | ISO 27001 | GDPR |
| Integrations | 20 integrations | 2 integrations |
| Built for | Small business, Mid-market, Enterprise | Small business, Mid-market, Enterprise |
| Features Fidelity Private Shares 3/3 · OptionTrax 3/3 | ||
| Employee portal | ✓ | ✓ |
| Tax reporting | ✓ | ✓ |
| Valuation support | ✓ | ✓ |
| Specs | ||
| Award types | founder’s stock, common stock, preferred stock, stock options, SAFEs, convertible notes, warrants | stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants, ESPPs |
| Vesting rule support | Advanced | Advanced |
| Recipient limit | 25 recipients | Not checked yet |
| Our review | ||
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| Our verdict | Fidelity Private Shares is a web-based equity management platform for Delaware corporations and private companies. It is designed for founders, employees, investors, lawyers, and auditors who need shared, permissioned records across the… Read the review → |
OptionTrax is equity compensation and securities management software for private and public companies. It covers stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants, and ESPPs, making it suited to organizations… Read the review → |
Strengths and trade-offs
Fidelity Private Shares — where it wins
- Free Launch tier covers cap tables, grants, data rooms, and scenarios
- Supports 15 HRIS and payroll integrations, including Workday and Gusto
- Combines employee portals, valuations, approvals, and compliance reporting
Where it doesn't
- Paid-tier pricing is not published
- 409A valuations are conducted by a third party
- Recipient limit is 25
OptionTrax — where it wins
- Supports seven award categories and unlimited vesting schedules
- Includes ASC 718 and ASC 260 disclosure and tax-accounting reports
- Combines cap-table management with participant self-service workflows
Where it doesn't
- No free plan is offered
- Public Companies pricing is higher at $350 per month
- Platform availability is limited to the web
- Fidelity Private Shares8.2/10 · Free plan
A web-based equity platform with a free core tier and broad HRIS integration support.
Visit siteFull verdict → - OptionTrax7.9/10 · Paid
A broad equity administration suite with accounting, valuation, reporting, and participant workflows.
Visit OptionTraxFull verdict →
All equity compensation management software comparisons → · Full ranking →
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update