Morgan Stanley
Morgan Stanley is a New York-based investment bank and financial services firm founded in 1935. The firm operates across institutional securities, wealth management, and investment management. It reported roughly $54 billion in net revenues for full-year 2020. Prior to the Eaton Vance deal, Morgan Stanley had already acquired E*TRADE in 2020, signaling a sustained push toward fee-based and retail-facing businesses.
What companies has Morgan Stanley acquired?
Every deal resolves to its entry in the Windsor Drake Market Intelligence database, the single source of truth for the figures shown. Each is traceable to the company's own release and, where filed, the SEC filing.
| Target | Disclosed value | Sub-sector | Announced | Sources |
|---|---|---|---|---|
| Eaton Vance Morgan Stanley adds $500B AUM asset manager with Parametric direct indexing engine to build out wealth platform alongside E*TRADE. | $7.0B | Wealthtech | October 8, 2020 | Release |
| E*Trade Morgan Stanley acquires online brokerage E*Trade, adding a direct-to-consumer digital wealth and self-directed trading platform. | $13B | Wealthtech | February 20, 2020 | Release |
| Total disclosed since 2020 | $20B | 2 deals, 1 sub-sector, sourced to company releases | ||
What is Morgan Stanley acquiring now?
The most recent disclosed acquisition tracked is Eaton Vance (October 8, 2020, Wealthtech). Recent disclosed activity concentrates in Wealthtech.
Active-posture read written from sourced signals only. No unconfirmed speculation appears here.
This profile reflects the public record. It is the visible layer of the buyer intelligence Windsor Drake maintains for live mandates, where coverage of a buyer extends to unannounced appetite, private acquirers, and direct corporate-development relationships.