Wealth Management with Morgan Stanley
Private, meet public
One partnership, built for the journey
Pre-IPO liquidity
Run tender offers on Carta, with expert guidance on deal structure and liquidity planning.
Wealth guidance
Get tailored financial planning and advisor support from Morgan Stanley, built into the Carta platform.
Seamless IPO transition
At IPO, transition to Morgan Stanley at Work, with a coordinated handoff.
From cap table to closing bell
A single partnership that covers equity management, IPO readiness, and personal wealth management from start to finish.
Pre-IPO liquidity on Carta
Wealth guidance, built-in
IPO transition, made smooth
Related resources
- Guide
IPO readiness checklist
Use this guide to better understand the IPO process.
- Article
Secondary markets
Learn how private companies unlock liquidity before an IPO or acquisition.
- Article
Carta × Morgan Stanley
Read the full story behind the Carta and Morgan Stanley partnership.
- Collections
Carta Classroom
Discover educational resources on pre-IPO, liquidity, IPOs and M&A.
FAQs
You have questions, we have resources and answers.
The partnership spans two connection points: IPO readiness and wealth management. Companies stay on Carta while private, transition to Morgan Stanley at Work at IPO, and access Morgan Stanley Wealth Management directly from within their Carta portal.
Learn more about the IPO Advisory and readiness services here.
Carta’s IPO Readiness Team and Morgan Stanley’s Issuer Excellence Teams coordinate with customers to transition them through the public listing process to minimize friction—covering data cleanup, listing preparation, and employee communications.
Morgan Stanley at Work is uniquely positioned to support companies through the full private-to-public journey. Unlike other providers, Morgan Stanley combines equity plan administration with personalized wealth management—so founders, executives, and employees get not just plan logistics, but financial education, planning resources, and access to advisors all in one place. It’s why Carta chose Morgan Stanley at Work as its exclusive U.S. public equity management platform for late-stage private companies going public.
Learn more about how Netskope navigated this transition here.
Morgan Stanley has extensive experience advising employees with private shares. Eligible Carta users can access personalized Morgan Stanley financial education and connect directly with an advisor through their Carta portal—no separate login needed.
Speak with your Carta customer success manager to learn more and get connected with Carta’s IPO Advisory team to help you prepare for a transition to public markets. Wealth management resources are accessible directly inside the Carta portal for all employees.
Learn more about the IPO Advisory and readiness services here.
Transition from private to public
*MORGAN STANLEY DISCLOSURE:
1. Initial public offerings (IPOs) and secondary offering suitability requirements apply. There is no guarantee of receiving IPO shares. Please be advised that public offerings are not suitable for all investors. IPOs are highly volatile and risky and should not be considered by investors with conservative investment objectives or low tolerance for risk.
2. Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC and Morgan Stanley Smith Barney LLC (“MSSB”), which are part of Morgan Stanley at Work. Morgan Stanley at Work services and stock plan accounts are provided by wholly owned subsidiaries of Morgan Stanley.
Morgan Stanley at Work stock plan accounts were previously referred to as Shareworks, StockPlan Connect or E*TRADE stock plan accounts, as applicable.
In connection with stock plan solutions offered by Morgan Stanley at Work, securities products and services are offered by MSSB, Member SIPC.
E*TRADE from Morgan Stanley is a registered trademark of MSSB.
All entities are separate but affiliated subsidiaries of Morgan Stanley.
Content and services available to non-US participants may be different than those available to US participants.
The laws, regulations, and rulings addressed by the products, services, and publications offered by Morgan Stanley and its affiliates are subject to various interpretations and frequent change. Morgan Stanley and its affiliates do not warrant these products, services, and publications against different interpretations or subsequent changes of laws, regulations, and rulings. Morgan Stanley and its affiliates do not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.
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