Morgan Stanley Tactical Value's $50 Million Bet on Innovation
Morgan Stanley Tactical Value Invests in Human Interest
Human Interest, recognized for its impactful role in the retirement industry, has received a substantial investment of up to $50 million from Morgan Stanley Tactical Value. This significant funding, previously undisclosed, forms part of a larger Series E round aimed at bolstering the company’s mission to transform retirement plan access across the country.
Supporting Modern Retirement Solutions
CEO Jeff Schneble expressed enthusiasm about the investment, highlighting its purpose to enhance access to modern retirement benefits for businesses of all sizes. He stated, "This funding helps us continue our journey to reinvent the 401(k) experience for employers, advisors, and workers. Our goal is to make retirement benefits easier and more accessible for everyone."
The Growth of Human Interest
This new injection of capital underscores Human Interest’s impressive growth trajectory as the company prepares for a future as a publicly traded entity. According to the latest estimates, over the last year, Human Interest has secured 25% of all new 401(k) plans introduced in the U.S., and achieved a remarkable 71% increase in year-over-year revenue growth.
Impact on Employees
Over the past decade, Human Interest has served nearly three million employees, providing them with valuable retirement resources and benefits. This aligns with Human Interest's ongoing commitment to innovate while addressing the evolving needs of both employers and employees.
Partners and the Path Forward
Morgan Stanley Tactical Value joins other reputable investors, including Marshall Wace and Baillie Gifford, in supporting Human Interest. This collaboration is aimed at revolutionizing the retirement landscape through integrated solutions and extensive capabilities.
The Role of PartnerConnect™
As part of its comprehensive offerings, Human Interest has unveiled PartnerConnect™, an integrated platform that revolutionizes how financial advisors manage their clients' 401(k) plans. This platform has already registered nearly 1,000 customers and includes over 400 advisors, simplifying the onboarding process and investment management via a unified dashboard.
Innovative Strategies and Industry Recognition
Human Interest is recognized for its forward-thinking strategies, including the launch of innovative features designed to enhance user experience. For instance, it recently announced the first-ever Customer Experience Guarantee, ensuring dependable service for both administrators and participants.
Accomplishments and Awards
The company has garnered several prestigious accolades in 2025, such as the Fast Company Most Innovative Award and the DALBAR Plan Participant Service Award, which reflect its commitment to delivering exceptional service and innovation in the retirement sector.
Transforming the Retirement Landscape
Founded in 2015, Human Interest has focused on fixing a broken system reliant on outdated technologies and processes. Its innovative approach includes eliminating transaction fees and offering a cash-back incentive program for plan participants, marking it as a pioneer in the industry.
Contact Human Interest
For further inquiries, please reach out to Maura Lafferty at Firebrand Communications for Human Interest via email.
Frequently Asked Questions
What is the investment amount from Morgan Stanley Tactical Value?
The investment amount is up to $50 million.
What is the purpose of the investment?
The investment aims to expand access to modern, automated retirement benefits for businesses of all sizes.
How did Human Interest perform recently?
Human Interest has added significant new 401(k) plans and achieved substantial revenue growth, reflecting its strong market position.
What is PartnerConnect™?
PartnerConnect™ is an integrated platform that allows financial advisors to efficiently manage and monitor their clients' 401(k) plans from a single dashboard.
What awards has Human Interest received?
Human Interest has received several awards, including the 2025 Fast Company Most Innovative Award and the DALBAR Plan Participant Service Award.
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