Who We Serve

One Partner for Your Many Needs

Whether you are managing personal wealth, building a company or stewarding institutional capital, we connect relevant advice, investing and market capabilities around your priorities.

Who We Serve

Individuals

Plan for the Life You’re Building

Get access to advice, investing and banking to support your full financial life, from today’s decisions to your long‑term legacy.

Solutions for Individuals
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Who We Serve

Our Commitment to Our Clients

We treat every relationship as long-term, taking the time to understand your goals, anticipate what may come next and deliver the right expertise for your needs. By coordinating advice, capital, and investing capabilities across the firm, we help you see the connections between today’s decisions and tomorrow’s opportunities. The result is greater continuity, clearer action, and support that can evolve with your priorities.

Our Approach

$10

Tn

Total client assets across Wealth and Investment Management (as of June 30, 2026)

20

M

Core clients served across Wealth Management

Client Stories

The Morgan Stanley Blueprint

Explore the blueprint 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.

Explore The Blueprint
Client Stories

Bloom Energy: Powering the AI Economy

The AI boom is driving unprecedented demand for electricity—and reshaping how power is delivered. In this Blueprint episode, Bloom Energy Founder and CEO KR Sridhar shares how the company is enabling speedy on-site power for data centers and critical infrastructure. Partnering with Morgan Stanley, the company raised capital by translating its innovation in technology and energy into a clear investor proposition, which supported its next phase of growth.
Client Stories

Reddit: The People’s IPO

Reddit is the most human place on the internet, according to Founder and CEO Steve Huffman. In this Blueprint episode, he 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.
Client Stories

Figma: Designing a Path to Growth

Figma’s rise from a small team to a global design and development platform didn’t happen overnight. This Blueprint episode follows CFO Praveer Melwani’s journey and the Morgan Stanley partners who supported it, from private wealth management and employee equity guidance to corporate cash strategy and IPO readiness. The team helped to transform investor curiosity into conviction about Figma’s scale, vision and leadership in an AI-powered future.

Integrated Expertise to Unlock Possibilities

See how our experience in raising, managing and allocating capital can connect you to the expertise you need.

Our Businesses

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