Solium was founded 1999 by two Calgary-based financial advisers, John Kenny and Mark Van Hees.[7] In 2001, the company made its initial public offering (IPO)[8] on the TSX Venture Exchange. Early clients included TransAlta, Encana Corp., and Shell Canada Ltd.[2] In 2004, Solium became profitable.
In 2010, Solium acquired Computershare's Transcentive business.[9] In this transaction, Solium acquired the Express Options software platform, which UBSwhite-labeled.
In 2011, Solium opened an office in London, UK.[2]
In 2016, Morgan Stanley announced that it would use Shareworks to serve its U.S. clients.[1][13][14]
In 2017, UBS began to white-label Shareworks to run its Equity Plan Advisory Services.[1]
In 2017, Solium acquired Capshare and let it continue to run as an independent entity.[15][16][17]
in 2018, Solium acquired Advanced-HR, a U.S. company that provides compensation data and compensation planning software for private and venture backed companies.[18]
In 2019, Solium was acquired by Morgan Stanley at a price of CAD$19.15 per Common Share. The total transaction was valued at approximately CAD$1.1 billion (US$900 million).[19][20]
^ abcdElias, Craig (February 15, 2013). "Acquisitions accelerate Calgary tech firm's global growth". The Globe and Mail. Retrieved October 17, 2017.
^"2016 Solium Annual Report" (PDF). Solium. Retrieved October 18, 2017.
^"Solium Capital is a buy, says Canaccord Genuity". Cantech Letter. 2017-05-30. Retrieved 2018-02-02.
^The Canadian Press, "Morgan Stanley buying Calgary-based Solium Capital for $1.1 billion" (Can$), Calgary Herald, February 11, 2019. Retrieved 2019-02-11.
^Hoffman, Liz, "Morgan Stanley, in Biggest Deal Since Crisis, Courts Future Millionaires" (subscription required), Wall Street Journal, February 11, 2019. Retrieved 2019-02-11.
^"Solium Capital". The Calgary Herald. April 18, 2013. Retrieved October 17, 2017.
^"Initial Public Offering - Solium Capital Inc. - Prospectus". Morningstar. April 30, 2001.
^Anderson, Darren (August 17, 2010). "Solium Capital announces acquisition of Computershare business unit". Techvibes. Retrieved October 17, 2017.
^"SVB Analytics, Inc., CapMx Business: Private Company Information - Bloomberg". www.bloomberg.com. Retrieved 2017-10-18.
^Paterson, Jennifer (March 11, 2013). "Barclays C&ES launches global shares and reward services". Employee Benefits. Retrieved October 17, 2017.
^"A Canadian small cap stock with global ambitions". Retrieved 2018-01-12.
^"Solium Capital gets "outperform" rating as National Bank Financial launches coverage". Cantech Letter. 2017-09-15. Retrieved 2018-02-02.
^"Solium Capital is showing its technological edge, says Canaccord Genuity". Cantech Letter. 2018-05-23. Retrieved 2018-06-11.
^Constine, Josh. "Cap table apps team up as Solium acquires Capshare". TechCrunch. Retrieved 2017-10-16.
^"Calgary's Solium Announces Acquisition of Capshare". Techvibes. Retrieved 2017-10-24.
^"Solium Capital gets price target raise at Laurentian". Cantech Letter. 2017-10-11. Retrieved 2018-02-02.
^GmbH, finanzen net. "Solium Announces Acquisition of San Francisco-Based Technology Company, Advanced-HR | Markets Insider". markets.businessinsider.com. Retrieved 2020-01-23.
^"Morgan Stanley to Acquire Solium, Creating a Leading Provider of Stock Plan Administration and Workplace Wealth Solutions". Morgan Stanley. Retrieved 2019-08-27.
^Inc, Solium Capital. "Solium Releases 2018 Fourth Quarter and Year-end Financial Results". www.newswire.ca. Retrieved 2020-01-23. {{cite web}}: |last= has generic name (help)