Business Wire

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar

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 ...
Business Wire

Addenda Capital Partners With OneVest to Enhance Its Advisors’ and Clients’ Private Wealth Experience

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 ...

Morgan Stanley beefs up private markets business with EquityZen acquisition

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

Morgan Stanley Buys Equity Trading Platform in Private Investment Push

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

Carta and Morgan Stanley Announce Expanded Strategic Partnership Bringing IPO Support and Wealth Management to Private Companies

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 ...
ZAWYA

Cedar-IBSi Capital taps key LP commitment from Private Department of H. E. Sheikh Mohamed bin Khalid Al Nahyan for India FinTech fund

The fund is now one of the region’s only sector specialist funds focused on enterprise software for the Financial Services ...