Morgan Stanley Closes Acquisition of EquityZen
“Integrating EquityZen’s industry-leading technology into our private market ecosystem enhances our ability to seamlessly connect supply and demand at scale,” said
About Morgan Stanley Wealth Management
Morgan Stanley Wealth Management provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement, and trust services. Morgan Stanley Wealth Management is the trade name of
About
EquityZen will provide investors with access to private market investments and other alternative investments. Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are appropriate only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss. Alternative investments typically have higher fees than traditional investments. Investors should carefully review and consider potential risks before investing.
Clients are responsible for complying with applicable securities laws requirements and potential issuer restrictions and should consult with third-party advisors regarding the risks of transacting in private issuer securities, including the risk of transacting in a market with little or no price transparency or liquidity.
This communication contains “forward-looking statements” within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. In this context, forward-looking statements often address expected future business and financial performance and financial condition. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date on which they are made, which reflect management’s current estimates, projections, expectations, assumptions, interpretations or beliefs and which are subject to risks and uncertainties that may cause actual results to differ materially. Important factors that may cause such a difference include, but are not limited to, (i) the risk that the proposed transaction does not close on the anticipated terms or timing, including as a result of required regulatory approvals or the termination of the definitive agreement relating to the transaction prior to closing, (ii) potential adverse effects resulting from the announcement or completion of the transaction, (iii) the possibility that the anticipated benefits of the proposed transaction are not realized or are not realized within an expected time period, and (iv) the ability of
Diversification does not guarantee a profit or protect against loss in a declining financial market.
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