About Morgan Stanley at Work
Morgan Stanley at Work is a Technology company based in Calgary (Canada) founded in 1999, and was acquired by Morgan Stanley in February 2019. Cloud-based equity compensation software and services are provided to companies. It operates on a Professional Services and Managed Services model. Morgan Stanley at Work has completed 5 acquisitions, including AdvacedHR, Capshare and OptionEase. Its website solium.com draws about 1.3 million monthly visits. Morgan Stanley at Work offers products and services including Equity Solutions, Retirement Plans, and Financial Wellness. Its focus areas include Financials, Capital Markets and Financial Services. Its legal entity is Morgan Stanley Smith Barney LLC.
Company details
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.
- Headquarters Calgary, Canada
- Stage Acquired
- SectorsTechnology
- Website category Finance · Financial Planning and Management
- Email••••••••
- Website solium.com
- Social LinkedIn X Facebook
- Acquired by Morgan Stanley (Feb 2019)
- Legal Name Morgan Stanley Smith Barney Llc
- Latest Funding Round$2.19M (USD), Post-IPO
Oct 2017
- Investors
- Investments & AcquisitionsAdvacedHR
& 4 more
- Acquired byMorgan Stanley
(Feb 2019)
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.
Equity compensation solutions are provided for workplace benefits.
Retirement planning solutions are offered for employee benefits.
Financial wellness programs are designed for employee support.
Funding Insights of Morgan Stanley at Work
- Total Rounds 2
- Last Round Post-IPO — $2.19M
- First Round $40M
(Oct 2017)
All 2 funding rounds of Morgan Stanley at Work with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2017 | $2.19M | Post-IPO | – | – | – |
| Oct 2017 | $40M | Post-IPO | – | – | – |
1 investors in total: 1 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management, investment advisory, and financial services are provided. | 1935 | morganstanley.com | New York, United States |
Investor details for Morgan Stanley at Work
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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- Investor portfolios
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Verified entity values are shown only after access is granted.
People of Morgan Stanley at Work
671 people are tracked at Morgan Stanley at Work (363 in leadership, 14 in board & advisors, 294 in team).
| Name | Role | Group |
|---|---|---|
Anita Mohanty | Head Of Cyber Resiliency, Operational Risk And Analytics | Leadership |
Jason Choudhry | Vice President, Investment Banking | Leadership |
Carol Greene-Vincent | Chief Audit Officer | Leadership |
Haiman Cai | Executive Director And Private Wealth Advisor - Private Wealth Management | Leadership |
Heshu W. | Vice President | Leadership |
Violetta R. | Vp, Portfolio Manager | Direct Indexing | Leadership |
Wei Christianson | CEO, Morgan Stanley China & Co-CEO Morgan Stanley Asia Pacific | Leadership |
Eugenie Chen | Investment Banking Vice President | Leadership |
Abira Ganguli | India COO - Wealth Management and Investment Management Technology | Leadership |
Arun Kohli | Managing Director and Country Head for India | Leadership |
Kibo Yokoyama | Managing Director, Investment Banking | Leadership |
Vikram R Shastry | Director | Leadership |
Carlos Antonio Rodriguez Moffatt | Head Of Derivatives | Leadership |
Coral Cope | Director- Strategic Vendor Partnerships | Leadership |
Agustin Zavalia | Investment Officer - Outsourced Chief Investment Office (ocio) | Leadership |
Ambreen Sayed | Executive Director - Technology Investment Banking | Leadership |
Ladan Gharai | Vp, Algorithmic Execution Services | Leadership |
Byron Laines | Director Of Operations | Leadership |
Dhara Khatri | Executive Director | Leadership |
Erin Canon | Executive Director, COO - Eaton Vance Equity | Leadership |
651 more people are available in the full profile.
Complete people profiles for Morgan Stanley at Work
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Compensation data and tools for private startups are provided. | advanced-hr.com | San Francisco, United States | 1997 | Feb 2018 | •••• | |
Cap tables and equity are managed via a cloud platform. | capshare.com | Sandy, United States | 2011 | Oct 2017 | •••• | |
Equity administration and compliance software is provided for executives. | my10b51.com | Nashville, United States | 2008 | Aug 2014 | •••• | |
SaaS-based platform for risk and compliance management is provided. | optionease.com | Mission Viejo, United States | 2006 | Oct 2012 | •••• | |
Cloud-based stock plan administration and financial reporting are managed. | transcentive.com | Tempe, United States | 1979 | Aug 2010 | $11.66M |
Complete acquisition details for Morgan Stanley at Work
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- Exports
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Timeline of Morgan Stanley at Work
9 dated milestones of Morgan Stanley at Work across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Morgan Stanley at Work is founded.
- Acquisition Acquires Transcentive.
- Acquisition Acquires OptionEase.
- Acquisition Acquires Solium.
- Funding First funding round of $40.0M.
- Acquisition Acquires Capshare.
- Funding Latest funding round, Post-IPO, of $2.2M.
- Acquisition Acquires AdvacedHR.
- Exit Acquired by Morgan Stanley.
Web traffic of Morgan Stanley at Work
The website of Morgan Stanley at Work (solium.com) receives about 1.3M visits a month and ranks #44,605 among all websites worldwide, #2,841 in Financial Planning and Management.
- Monthly visits1.3M
▲ 59.6% vs previous month
- Unique visitors262.1K
per month
- Global rank#44,605
among all websites
- Category rank#2,841
Finance · Financial Planning and Management
- Bounce rate19%
- Pages per visit7.1
- Average visit5 min 53 sec
- DevicesDesktop 75% · Mobile 25%
Websites whose visitors overlap most with Morgan Stanley at Work. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| morganstanley.com | 100% | 4.7M | #14,250 | View details | |
| adp.com | 69% | 99.2M | #460 | View details | |
| smartasset.com | 68% | 7.2M | #8,499 | View details | |
freetaxusa.com | freetaxusa.com | 67% | #3,363 | – | |
sunlife.ca | sunlife.ca | 66% | #23,340 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Morgan Stanley at Work
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Frequently Asked Questions about Morgan Stanley at Work
Morgan Stanley at Work was founded in 1999 and raised its 1st funding round 18 years after it was founded.
Morgan Stanley at Work is headquartered in Calgary, Canada. It is registered at Calgary, Alberta, Canada.
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.
Morgan Stanley at Work offers Equity Solutions, Retirement Plans, and Financial Wellness.
Morgan Stanley at Work has made 5 acquisitions, including AdvacedHR, Capshare, and OptionEase.
Morgan Stanley at Work has 1 investor. Key investors include Morgan Stanley.
Morgan Stanley at Work operates through Morgan Stanley Smith Barney Llc.
Yes. Morgan Stanley at Work was acquired by Morgan Stanley in February 2019.
The website of Morgan Stanley at Work receives about 1.3 million visits a month and ranks #44,605 among all websites worldwide.