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Morgan Stanley Smith Barney

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33 reviews
  • 2 profiles
  • 3 categories
Average star rating
3.8
Serving customers since
1935

Profile Name

Star Rating

15
9
6
2
1

Morgan Stanley Smith Barney Reviews

Review Filters
Profile Name
Star Rating
15
9
6
2
1
Tanner L.
TL
Tanner L.
10/24/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

A perfect cap table management software for any company

Capshare means we can type in a name and see everything on one screen. All stockholders and option holders can access Capshare and see their entire file, documents included. I love that Capshare was built specifically for private companies like ours so we don't have to deal with the complexity of systems that are also built for public companies. But I also love knowing that when we outgrow it, we will have a smooth transition to their public company platform on Shareworks. The live chat support is phenomenal. They are responsive, smart, and getting answers is easy.
Verified User in Medical Devices
AM
Verified User in Medical Devices
10/18/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

Great shareholder mgmt tool for small business

The ability to generate detailed cap tables in excel down to the shareholder holdings level
Verified User in Airlines/Aviation
UA
Verified User in Airlines/Aviation
08/28/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

Easy to use

Improves accuracy in calculating stock compensation.

About

Contact

HQ Location:
New York, New York, United States

Social

@MorganStanley

What is Morgan Stanley Smith Barney?

Morgan Stanley Smith Barney LLC, a subsidiary of Morgan Stanley, is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. With a strong global presence, the firm serves a diverse client base, including corporations, governments, institutions, and individuals. The company is renowned for its broad capabilities in providing financial advice and solutions, employing a team of experienced financial advisors to deliver tailored strategies for clients.

Details

Year Founded
1935
Ownership
NYSE: MS