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Solium Information

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Solium was acquired by Morgan Stanley on May 1, 2019 and was renamed Shareworks by Morgan Stanley. Combining cutting-edge technology with outstanding client service and premier wealth management capabilities, Shareworks by Morgan Stanley is designed to simplify the complexities of equity plan management, while helping employees realize the full potential of their benefits. https://www.shareworks.com/disclaimers/ https://www.morganstanley.com/disclaimers/terms

Website https://solium.com/2019/05/01/morgan-stanley-completes-acquisition-of-solium/
Ticker SUM
Revenue $2.6 million
Funding $4.5 million
Employees 112 (23 on RocketReach)
Founded 1999
Address Ste. 1500 - 600 3rd Ave. SW, Calgary, Alberta T2P 0G5, CA
Phone +1 403-515-3910
Fax (403) 515-3919
Technologies
Industry Software Development, Management Consulting, Financial Services, IT Consulting and Outsourcing, Stock option administration, Business Services, FinTech, Financial Software, Restricted stock administration, Software, ESPP administration, Performance shares administration, Financial reporting, ESOP plans, Equity compensation, Share purchase plans, Stock plan administration, Profit sharing, RSU plans, Expense accounting
Web Rank 75772
Web Visits 543390
Keywords Equity Compensation, Stock Plan Administration, Employee Stock Options, Equity Management, Shareholder Services, Executive Compensation, Financial Technology, Software, Global Equity, Employee Benefits, Corporate Actions, Wealth Management, Technology, Private Equity, Transaction Management, Capital Markets, Financial Services
Competitors JPMorgan Chase & Co., Bank of America Merrill Lynch, Citi, Goldman Sachs, Fidelity Investments, Morgan Stanley, Barclays Private Bank, Vanguard, Carta, EquityZen +50 more (view full list)
SIC SIC Code 73 Companies, SIC Code 737 Companies
NAICS NAICS Code 5141 Companies, NAICS Code 54 Companies, NAICS Code 51 Companies, NAICS Code 514 Companies, NAICS Code 5416 Companies, NAICS Code 51419 Companies, NAICS Code 541 Companies

Solium Questions

The Solium annual revenue was $2.6 million in 2026.

Iain Wilson is the President, EMEA of Solium.

23 people are employed at Solium.

Solium is based in Calgary, Alberta.

The NAICS codes for Solium are [5141, 54, 51, 514, 5416, 51419, 541].

The SIC codes for Solium are [73, 737].

Top Solium Employees

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