New York, NY
Summary
This financial services firm provides a wide range of services including wealth management, investment banking, sales and trading, research, and investment management. It serves individuals, families, institutions, and governments, helping them raise, manage, and distribute capital to achieve their financial goals. The firm emphasizes diversity, sustainability, and innovative solutions in its operations.
Based on content on morganstanley.com
kaufmanrossinwealth.com
Miami, FL
Wealth Management and Financial Advisory Services
We offer API access to our data.
8 of 8 checks passed
Label
Value
Active Dates
24.6 years — Since Jun 2000
Web Hosting
Platform
E-Mail Provider
NAICS Code
523930
SIC 4 Digit Code
6211
SIC 2 Digit Code
62
Industry
1. Financial Services
2. Investment Advice
Vendor
Source
Dynatrace
TXT Record
Microsoft
TXT Record
Salesforce Marketing Cloud
TXT Record
Apple
TXT Record
Atlassian
TXT Record
Autodesk
TXT Record
Canva
TXT Record
Cisco CI
TXT Record
DocuSign
TXT Record
TXT Record
MongoDB
TXT Record
Pardot
TXT Record
Wiz
TXT Record
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2001 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2002 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2003 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2004 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2005 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2006 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2007 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2008 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2009 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2010 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2011 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2012 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2013 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2014 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2015 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2016 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2017 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2018 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2019 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2020 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2021 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2022 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2023 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2024 |
|
|
|
|
|
|
|
|
|
|
|
|