NEW YORK--(BUSINESS WIRE)--HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced today that it has selected Addepar, a leading technology platform purpose built ...

TORONTO--(BUSINESS WIRE)--Addenda Capital, a leader in sustainable investment management has selected OneVest, a cutting-edge wealth management technology company as its wealth management software ...

The investment bank has acquired EquityZen, giving Morgan Stanley clients greater access to private company investments.

Morgan Stanley (MS) has agreed to acquire EquityZen, a marketplace for non-publicly traded investments, as part of an effort ...

First-of-its-kind deal deepens Carta’s IPO Advisory offering, a comprehensive, end-to-end suite of solutions supporting private companies on their path to IPO Leverages Morgan Stanley’s differentiated ...