Fintra vs Shareworks
Shareworks by Morgan Stanley is enterprise-grade equity plan administration. Fintra manages equity inside a full AI people-and-finance OS. Here is where each one fits.
TL;DR verdict
Shareworks is built for equity administration at scale, including public companies - participant experience, global tax handling, and integration with Morgan Stanley’s financial services. Fintra manages equity for startups and scale-ups as one module of a broader people-and-finance system, not a standalone enterprise plan administrator.
What Shareworks does well
- Enterprise-scale equity administration, including complex public-company plans.
- Deep global tax and regulatory handling across many jurisdictions.
- Integration with Morgan Stanley brokerage and financial-wellness services.
- Mature participant experience for large, distributed employee populations.
- Robust reporting and controls suited to public-company compliance.
Where Fintra differs
Shareworks is a specialized enterprise plan administrator connected to a brokerage. Fintra treats equity as part of the whole employee lifecycle for earlier-stage companies, with AI hiring and payroll on the same graph.
- Equity as one module: cap table, 409A, ASC 718, vesting, dilution, and exit and waterfall modeling.
- Grants tied to hiring, HRIS, and payroll records rather than a standalone administrator.
- An adaptive AI interviewer and native resume ranking for the hiring side.
- Total compensation combining cash and equity in a single view.
- Free to start with license-gated modules - sized for startups, not enterprise plan admin.
Side-by-side comparison
| Category | Shareworks | Fintra |
|---|---|---|
| Target customer | Enterprise and public companies | Startups and scale-ups |
| Equity administration | Deep, enterprise-grade | Full cap table in the OS |
| Global tax handling | Extensive | US-focused with modeling |
| Brokerage integration | Morgan Stanley services | Not a brokerage |
| Hiring & HR | Not offered | ATS, AI interviewer, HRIS |
| Payroll | Not offered | Multi-state payroll module |
| Pricing model | Enterprise contract | Free to start; license-gated add-ons |
Who should choose which
- Choose Shareworks if you are an enterprise or public company needing scaled equity administration.
- Choose Shareworks if brokerage integration and global tax depth are requirements.
- Choose Fintra if you are a startup or scale-up wanting equity alongside hiring and payroll.
- Choose Fintra if a combined total-comp view and AI hiring matter to you.
- Choose Fintra if you would rather not run a standalone enterprise plan administrator.
Frequently asked questions
Is Fintra an alternative to Shareworks?
For startups and scale-ups, yes - Fintra manages the cap table, 409A, ASC 718, vesting, and exit modeling. For enterprise or public-company equity administration with global tax and brokerage integration, Shareworks is purpose-built and more appropriate.
Does Fintra integrate with a brokerage like Shareworks?
No. Shareworks connects to Morgan Stanley brokerage and financial-wellness services. Fintra is not a brokerage; it manages equity data, valuations, and modeling as part of your people-and-finance system.
Can Fintra handle public-company equity plans?
Fintra targets private startups and scale-ups. For public-company plan administration with the associated compliance and global tax complexity, Shareworks’ enterprise depth is the better fit.
What does Fintra offer that Shareworks does not?
Hiring with an adaptive AI interviewer, HRIS, and multi-state payroll on the same graph as equity, plus a combined total-compensation view - Shareworks focuses specifically on equity plan administration.
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