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- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
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- At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Technology & Disruption
  
  Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.
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  Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Hear their stories and learn about how they are redefining the terms of success.
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What We Do
What We Do
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
  We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Banking & Capital Markets
  
  We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sales & Trading
  
  Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Research
  
  We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Management
  
  We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Morgan Stanley at Work
  
  We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sustainable Investing
  
  We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.
- Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Inclusive & Sustainable Ventures
  
  From our startup lab to our cutting-edge research, we broaden access to capital for entrepreneurs and spotlight their success.
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The Morgan Stanley Blueprint
About Us
About Us
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Core Values
  
  Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Leadership
  
  Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  History
  
  From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 90 years.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Locations
  
  The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Diversity
  
  Morgan Stanley is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sustainability
  
  Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Giving Back
  
  At Morgan Stanley, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Technology
  
  As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sponsorships
  
  At Morgan Stanley, we believe creating a more equitable society begins with investing in access, knowledge and resources to foster potential for all. We are committed to supporting the next generation of leaders and ensuring that they reflect the diversity of the world they inherit.
Careers
Careers
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Students & Graduates
  
  A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Professionals
  
  At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at Morgan Stanley.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Financial Advisors
  
  At Morgan Stanley, our premier brand, robust resources and market leadership can offer you a new opportunity to grow your practice and continue to fulfill on your commitment to deliver tailored wealth management advice that helps your clients reach their financial goals.
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Supporting Founders and Entrepreneurs at Every Stage

As a company founder, you’re aiming to scale your business, manage your personal wealth and take care of your employees. Morgan Stanley offers integrated solutions that support both your own financial goals and your company’s growth. Explore our capital raising, wealth planning and workplace solutions.

Tailored Solutions for Growth

As your company grows, your financial needs become more interconnected. Morgan Stanley experts are there for you at the moments that matter most, connecting you to the right teams and helping you act with speed and confidence when the stakes are highest.

Personal Wealth Management

Integrated, tailored advice and planning that grows with you and your business, including tax optimization, trust and estate planning, and more.

Corporate and Workplace Solutions

Scalable support to help navigate core business needs and workforce growth, such as cash management, 409A, lending, retirement plans, equity programs, cap table and executive services.

Capital Raising and Strategic Advisory

Investment banking and capital markets guidance on IPOs, debt or equity raises and M&A to support your decisions around growth, financing and transformational transactions.

Research and Founder Insights

Industry-leading research and insights on public and private market valuations, growth trends and trade-offs to help inform strategy, capital decisions and planning.

Supporting Your Journey at Every Stage

Early Stage

Expand your network of advisors and potential investors, align your business and personal financial planning early, and begin putting employee benefits in place to help attract and retain key talent.

Personal Wealth Management

Work with a Financial Advisor to establish a strong personal financial foundation that evolves as your company grows. From tax‑efficient strategies tied to your business equity—including Qualified Small Business Stock (QSBS)—to estate planning, banking and early‑stage liquidity needs, we help you create a personalized plan for you and your family.

Understanding QSBS: Eligibility & Tax Savings
Corporate and Workplace Solutions

Support your company’s early operational and strategic needs with scalable corporate and workplace solutions. As your team expands, our workplace solutions help streamline cap table management and equity compensation, so you can stay focused on fundraising, hiring and execution.

How a 409A Valuation Reflects Company Growth
Liquidity Solutions

Unlock the full potential of liquidity with Morgan Stanley’s corporate cash management solutions, to help support the strategic goals of your new company. Our platform offers solutions that emphasize capital preservation and risk management and can evolve as your company grows.
Early Capital and Innovation

We provide early-stage innovators with access to capital and resources to help them develop and scale. Our mission is to catalyze innovation and impact by supporting early-stage startups and nonprofits that are building solutions for a more inclusive and sustainable future.

Morgan Stanley Inclusive & Sustainable Ventures

Mid Stage

Explore personal and business liquidity needs, address concentrated equity and refine employee benefits. Begin considerations for future exit options, including strategic trust and estate planning.

Solutions for Mid-Stage Growth

As you optimize your business and expand your workforce, your needs and goals evolve. We bring together personal and business liquidity solutions, stronger employee offerings and help you start planning for what’s next.

Personal Wealth Management

As your business scales, your personal wealth needs often become more complex. Our dedicated Financial Advisors can provide tailored solutions to help you optimize tax liabilities, manage liquidity and lending needs¹, and address trust and estate plans for future wealth transfer or philanthropic goals.

¹ A non-purpose securities based loan cannot be used to purchase, trade or carry securities or margin stock, as applicable, and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.

Tax Planning and Saving Strategies for Founders
Corporate and Workplace Solutions

As your workforce grows, your benefits strategy plays a larger role in attracting and retaining top talent. Morgan Stanley’s Outsourced Chief Investment Office and consulting services can help efficiently manage your company’s retirement plan so you can focus on financial decisions and growth opportunities. As you continue to expand your workforce, Morgan Stanley offers additional benefits to help you attract and retain top talent in a competitive market, including financial wellness and executive benefits. Help your employees thrive with education, tools, advice and guidance to enhance their financial confidence.
Strategic Growth Planning

With growth comes the need for new sources of capital. Morgan Stanley’s Investment Management and Investment Banking teams offer tailored capabilities for this stage, from capital raising, debt or equity underwriting to transaction advisory services, helping you achieve complex transactions that unlock new growth.

Morgan Stanley Investment Management

Late Stage

Evaluate public and private monetization strategies, establish succession plans, and implement pre-liquidity strategies to manage taxes and transfer wealth as you transition to your next chapter.

Solutions for Late-Stage Companies

When you’re considering potential exit strategies, you’re faced with complex decisions for your business, family, future and legacy. We can support you during significant milestones through monetization strategies, pre-liquidity options, tax optimization, philanthropic goals, succession planning and more, so you feel confident moving into your next phase.

Strategic Advisory and Capital Markets

As you prepare for an IPO, acquisition, or other transformative event, Morgan Stanley’s Investment Banking and Global Capital Markets teams provide experienced guidance. From evaluating market conditions to structuring offerings that balance the needs of your company, employees and investors, our teams deliver coordinated advice and execution across public and private equity and debt. Directed Share Program planning can also help ensure key stakeholders participate in your offering.

IPO Outlook: Trends Shaping Public Market Debuts
Corporate and Workplace Solutions

A sale, merger or IPO is a defining milestone for both you and your employees. Morgan Stanley offers strategic guidance to support financial objectives and preserve business value for your company. This includes public stock plan administration planning and audit-ready reporting. As your executives navigate public-market regulations, our executive financial services include 10b5-1 trading plans, Rule 144 form filing and tax mitigation strategies.

How to Sell Your Own Company’s Stock
Personal Wealth Management

With the success and growth of your company, your personal wealth can grow considerably through your equity stake. Our Financial Advisors can help you diversify concentrated equity positions and implement trust, estate, and Family Office strategies to help preserve and transfer wealth across generations.

Diversify Concentrated Stock Positions: A Guide

Founders Specialists for Wealth Management

With recognized experience managing the unique wealth considerations of founders and private market executives, our Founders Specialist Financial Advisors are uniquely positioned to support your needs. You can focus on growing your business, while we help secure your financial interests.

Tailored Advice

The ability to anticipate your needs as you navigate every stage of your company’s evolution and your personal wealth journey, offering guidance and solutions to help manage the intersection of the two.

Unique Experience

Insights into the distinctive financial position of founders, including an understanding of the monetary and emotional value of your company stock holdings, plus tailored recommendations for your portfolio.

Firm Connectivity

A dedicated point of connectivity to help bridge Morgan Stanley’s extensive resources when you need them, from capital-raising and cash-flow management to stock plan administration, liquidity strategies and more.

Dedicated Support

Unparalleled client service to support you and your vision with customized solutions and personalized service—all delivered in a secure, digitally sophisticated environment.

Contact Us

Connect with a dedicated Morgan Stanley team that can support you across personal and business wealth planning, capital raising and workplace solutions.

Reach Out

Integrated Founder Solutions

The Morgan Stanley Blueprint video series shares the operating model that powers our clients’ most defining moments—where visionary founders and executives achieve breakthrough growth with the support of Morgan Stanley’s integrated expertise across capital raising, wealth optimization and workplace solutions.

In this Blueprint episode, Reddit Founder and CEO Steve Huffman shares why involving Reddit’s users was central to the company’s IPO. Partnering with Morgan Stanley, Reddit shaped a differentiated investor story that was community-first and brought its moderators into the room. It also offered a Directed Share Program that allowed Reddit users to become real owners of the company.

Explore Reddit Story Watch the Series

Founder Insights

The latest research, trends, ideas and perspectives for founders.

Investment Banking

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Tax-Savvy Investment Strategies for Founders

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How Company Founders Can Maximize Tax Savings

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Founder Insights: IPOs, Evolving Roles and Liquidity with Carta’s CEO

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Navigating the Emotional Transition of Selling a Business

This material has been prepared for informational purposes only. It is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. This material does not provide individually tailored investment advice and has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Past performance is not a guarantee of future results. Diversification does not guarantee a profit or protect against loss. Morgan Stanley does not provide legal, accounting or tax advice. Individuals should consult their tax advisor for matters involving taxation and tax planning, and their attorney for legal matters. For the purposes hereof, Morgan Stanley includes Morgan Stanley (NYSE: MS) and its affiliates.

NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL COUNTRIES OR JURISDICTIONS.

For an index of additional disclosures that may be applicable to Morgan Stanley businesses referenced in this material, please click here.

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Supporting Founders and Entrepreneurs at Every Stage

Tailored Solutions for Growth

Supporting Your Journey at Every Stage

Solutions for Early-Stage Companies

Solutions for Mid-Stage Growth

Solutions for Late-Stage Companies

Founders Specialists for Wealth Management

Tailored Advice

Unique Experience

Firm Connectivity

Dedicated Support

Contact Us

Integrated Founder Solutions

Founder Insights