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A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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Jun 2026

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Morgan Stanley | The Grid by Zolidar

MS

Morgan Stanley

Last updated at 2024-11-15

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About

Large investment bank with global operations - provider of financial advisory, private wealth management, and institutional securities services

Services and Fees

Conversion Support: Business Planning & Modeling

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Organization type

Service Provider

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How do I figure out which path fits my company?What are the motivations of third party buyers?What are the different types of employee ownership?

Contact

1585 Broadway, New York, NY, USA

Associated people

Current

M
Minit Gupta
Vice President, Investment Banking
W
William (Bill) Obrien
Corporate Client Group Director
J
Jim Massey
Senior Vice President, Financial Advisor
A
Ann Kim
VP/ Financial Advisor with the ESOP Group

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