Workflow
WealthStack Roundup: Morgan Stanley Deepens Carta Partnership, Integrations

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Whether through acquisition, or in this case partnership, Morgan Stanley Wealth Management has continued to expand its workplace service offerings for private company founders, executives and employees preparing for liquidity events and IPOs. The firm this week announced an expansion in its existing partnership (announced in October 2024) with the valuation software provider Carta. Carta, which w ...