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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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Jul 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?

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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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