"The likelihood of the pipeline materializing is higher than it has been in a very long time," the bank's wealth boss, Jed Finn, said in an exclusive interview.
Morgan Stanley's partnership with Carta aims to capture clients early, converting them into fee-paying financial advisory customers before their IPO windfall.
Silicon Valley firms widely use Carta's financial software for tasks like issuing stock options and administering executive compensation.
Over the past three years, the $6 trillion wealth business has added $250 billion in assets from individuals who started either as workplace or brokerage clients.
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