About Morgan Stanley at Work
Morgan Stanley at Work is a company based in Calgary (Canada) founded in 1999 was acquired by Morgan Stanley in February 2019. It operates as a Professional Services, and Managed Services. Morgan Stanley at Work has completed 5 acquisitions, including AdvacedHR, Capshare and OptionEase. Morgan Stanley at Work offers products and services including Equity Solutions, Retirement Plans, and Financial Wellness. Morgan Stanley at Work operates in a competitive market with competitors including Carta, Global Shares, Globacap, Qapita and Pulley, among others.
- Headquarter Calgary, Canada
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Morgan Stanley Smith Barney Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
$2.19 M (USD), Post-IPO
Oct 20, 2017
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
AdvacedHR
& 4 more
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Acquired by
Morgan Stanley
(Feb 11, 2019)
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Products & Services of Morgan Stanley at Work
Morgan Stanley at Work offers a comprehensive portfolio of products and services, including Equity Solutions, Retirement Plans, and Financial Wellness. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Equity compensation solutions are provided for workplace benefits.
Retirement planning solutions are offered for employee benefits.
Financial wellness programs are designed for employee support.
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Funding Insights of Morgan Stanley at Work
- Total Funding Total Funding
- Total Rounds 2
- Last Round Post-IPO — $2.2M
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First Round
First Round
(01 Oct 2017)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct, 2017 | Amount | Post-IPO - Morgan Stanley at Work | Valuation |
investors |
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| Oct, 2017 | Amount | Post-IPO - Morgan Stanley at Work | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Morgan Stanley at Work
Morgan Stanley at Work has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Morgan Stanley. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Wealth management, investment advisory, and financial services are provided.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Morgan Stanley at Work
Morgan Stanley at Work has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include AdvacedHR, Capshare and OptionEase. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Cap tables and equity are managed via a cloud platform.
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2011 | ||||
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Equity administration and compliance software is provided for executives.
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2008 | ||||
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SaaS-based platform for risk and compliance management is provided.
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2006 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Morgan Stanley at Work
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Morgan Stanley At Work Comparisons
Competitors of Morgan Stanley at Work
Morgan Stanley at Work operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Carta, Global Shares, Globacap, Qapita and Pulley, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Software-based equity management solutions are offered to companies and investors.
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| domain | founded_year | HQ Location |
Equity software solutions are provided for public and private companies.
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| domain | founded_year | HQ Location |
Suite of IT solutions for capital markets
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| domain | founded_year | HQ Location |
Cap table and equity management software is provided for businesses.
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| domain | founded_year | HQ Location |
Cap table management solutions are provided for businesses.
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| domain | founded_year | HQ Location |
Cap table management solutions for asset managers & equity managers
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Morgan Stanley At Work
Frequently Asked Questions about Morgan Stanley at Work
When was Morgan Stanley at Work founded?
Morgan Stanley at Work was founded in 1999 and raised its 1st funding round 18 years after it was founded.
Where is Morgan Stanley at Work located?
Morgan Stanley at Work is headquartered in Calgary, Canada. It is registered at Calgary, Alberta, Canada.
What does Morgan Stanley at Work do?
Workplace financial solutions are delivered by Morgan Stanley at Work to support companies and employees. Services are tailored for private and public companies, startups, and enterprises across various sectors. Equity compensation, retirement plans, deferred compensation, and financial wellness programs are offered to enhance employee financial well-being. Solutions are designed to help attract and retain talent while addressing diverse workplace needs. Guidance, education, and technology are integrated to support financial goals at every stage.
Who are the top competitors of Morgan Stanley at Work?
What products or services does Morgan Stanley at Work offer?
Morgan Stanley at Work offers Equity Solutions, Retirement Plans, and Financial Wellness.
How many acquisitions has Morgan Stanley at Work made?
Morgan Stanley at Work has made 5 acquisitions, including AdvacedHR, Capshare, and OptionEase.
Who are Morgan Stanley at Work's investors?
Morgan Stanley at Work has 1 investor. Key investors include Morgan Stanley.