Carta Launches 401(k) Platform Using Morgan Stanley Consulting and Vestwell Technology
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Carta launches 401(k) platform using Morgan Stanley Consulting and Vestwell technology. The partnerships with Morgan Stanley and Vestwell will build upon its suite of services for private companies, Carta says February 24, 2026 Carta, an equity management software solution, today announced the launch of its 401(k) platform for private companies. The Carta 401(k) will be overseen by Morgan Stanley's Institutional Consulting Solutions business along with Vestwell, who will run the plan's recordkeeping. Companies who utilize the Carta 401(k) platform will have direct access to Vestwell's retirement platform, along with access to investment portfolios managed by Morgan Stanley. "We've rebuilt financial benefits from the ground up to give founders and employees a best-in-class savings experience," said Henry Ward, chief executive officer at Carta, in a statement. "By launching the Carta 401(k), we're making sophisticated, low-cost retirement plans, once reserved for big enterprises, available to every startup, with the simplicity and transparency they expect." Other features include a transparent fee structure designed for scaling and without hidden AUM penalties, along with fiduciary support from Morgan Stanley team members. "Modern companies expect their financial infrastructure to scale with them," said Aaron Schumm, founder and chief executive officer at Vestwell. "By...
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