Pulley vs Fidelity Private Shares

PPulley8.6Visit Fidelity Private Shares8.2Visit

Higher score P Pulley #7 in Equity Compensation Management Software 8.6/10 14-day trial Free trial✓ 3 of 3 features Visit Pulley

vs

Fidelity Private Shares #11 in Equity Compensation Management Software 8.2/10 Free plan Free plan✓ 3 of 3 features Visit site

• Pulley fits best

  Equity teams needing workflows and integrations

• Fidelity Private Shares fits best

  Startups needing HRIS-connected equity administration

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature	PPulley 8.6/10 Visit ↗	Fidelity Private Shares 8.2/10 Visit ↗
At a glance
Editor score	8.6	8.2
Ranking	#7 in Equity Compensation Management Software	#11 in Equity Compensation Management Software
Best for	Equity teams needing workflows and integrations	Startups needing HRIS-connected equity administration
Pricing model	Paid	Free plan + paid
Starting price	—	—
Free plan	—	✓ (best)
Free trial	14 days	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email, Live chat, Phone, Docs · 24/7	Email, Docs
Compliance	SOC 2, GDPR	ISO 27001
Integrations	20 integrations	20 integrations
Built for	Small business, Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features Pulley 3/3 · Fidelity Private Shares 3/3
Employee portal	✓	✓
Tax reporting	✓	✓
Valuation support	✓	✓
Specs
Award types	RSUs, ISOs, NSOs, RSAs, warrants, phantom grants	founder’s stock, common stock, preferred stock, stock options, SAFEs, convertible notes, warrants
Vesting rule support	Advanced	Advanced
Recipient limit	25 recipients	25 recipients
Our review
Pros	Covers cap tables, grants, portals, signing, modeling, and valuations Supports compliance workflows for Rule 701, 83(b), and Form 3921 Synchronizes with HRIS and payroll platforms across many integrations	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
Cons	No free plan is available Paid plans are presented as contact-sales offerings Access is limited to the web platform	Paid-tier pricing is not published 409A valuations are conducted by a third party Recipient limit is 25
Our verdict	Pulley is an equity and cap table management platform for startup founders, finance teams, employees, investors, and private-equity organizations. It combines ownership tracking and equity issuance with employee and investor portals, offer… Read the review →	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 →

Strengths and trade-offs

• Pulley — where it wins

  • Covers cap tables, grants, portals, signing, modeling, and valuations
  • Supports compliance workflows for Rule 701, 83(b), and Form 3921
  • Synchronizes with HRIS and payroll platforms across many integrations

  Where it doesn't

  • No free plan is available
  • Paid plans are presented as contact-sales offerings
  • Access is limited to the web platform

• 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

• PPulley8.6/10 · 14-day trial

  A broad equity operations platform for teams that need workflows, compliance, and integrations.

  Visit PulleyFull verdict →
• 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 →