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Morningstar
Morningstar

Morningstar

Public

Morningstar provides independent investment research, data, and analytics to individual investors, financial advisors, and institutional clients worldwide.

HQ
Chicago, IL, US
Founded
1984
Overview
M & A
Analysis
Compare
Fundraising
Employees
News

Morningstar offers a comprehensive suite of investment research platforms and data products including Morningstar Direct for institutional analysis, Morningstar Advisor Workstation for financial advisors, and Morningstar Investor for individual investors. The company maintains one of the world's largest investment databases covering approximately 330,000 investment offerings and provides independent ratings, indexes, and analytics.

Through subsidiaries PitchBook, DBRS Morningstar, and Sustainalytics, the company extends its coverage into private capital markets data, credit ratings, and ESG research. Morningstar serves clients across 26 countries from its Chicago headquarters, operating with a distribution-agnostic model that integrates with third-party platforms rather than requiring a proprietary terminal.

Morningstar - M & A Snapshot

Open M & A

  • PitchBook

    Acquired by Morningstar • $225M • Dec 8, 2016

Morningstar - Products & Services

  • Morningstar Retirement Manager logo

    Morningstar Retirement Manager

    Morningstar Retirement Manager is a managed-account service for defined-contribution plans, delivering personalized advice on saving, investing, and retiring.

    Competing Products

    Fidelity Investments logo
  • Morningstar Indexes logo

    Morningstar Indexes

    Morningstar Indexes is a benchmark and index-licensing service spanning equity, fixed income, sustainability, and custom institutional indexes.

    Competing Products

    MSCI logo
    S&P Global logo
  • Morningstar Investor logo

    Morningstar Investor

    Morningstar Investor is the company's individual-investor subscription delivering equity, fund, and portfolio research with Morningstar ratings.

    Competing Products

    Seeking Alpha logo
    Yahoo logo
  • ByAllAccounts logo

    ByAllAccounts

    ByAllAccounts is Morningstar's financial-account aggregation network supplying wealth platforms with custodial, brokerage, and held-away portfolio data.

    Competing Products

    MX Technologies logo
    Plaid logo
  • Direct Advisory Suite logo

    Direct Advisory Suite

    Direct Advisory Suite is Morningstar's connected proposal, research, and planning workspace for financial advisors, succeeding Advisor Workstation.

    Competing Products

    eMoney Advisor logo
    Envestnet logo
    Orion Advisor Solutions logo
  • Morningstar Direct logo

    Morningstar Direct

    Morningstar Direct is an institutional research platform for asset and wealth managers covering portfolio analytics, market data, and product creation.

    Competing Products

    Bloomberg logo
    FactSet Research Systems logo
    MSCI logo
    MSCI logo
    Orion Advisor Solutions logo
    S&P Global logo
    S&P Global logo

Morningstar - Similar Companies

Fidelity Investments logo

Fidelity Investments

fidelity.com

MSCI logo

MSCI

msci.com

S&P Global logo

S&P Global

spglobal.com

Yahoo logo

Yahoo

yahooinc.com

Seeking Alpha logo

Seeking Alpha

seekingalpha.com

Plaid logo

Plaid

plaid.com

MX Technologies logo

MX Technologies

mx.com

Orion Advisor Solutions logo

Orion Advisor Solutions

orion.com

Envestnet logo

Envestnet

envestnet.com

FactSet Research Systems logo

FactSet Research Systems

factset.com

Bloomberg logo

Bloomberg

bloomberg.com

BlackRock logo

BlackRock

blackrock.com

Wealthfront logo

Wealthfront

wealthfront.com

Morningstar - Quick Facts

Who are Morningstar's competitors?

Companies similar to Morningstar include Fidelity Investments, MSCI, S&P Global and Yahoo.

When was Morningstar founded?

Morningstar was founded in 1984.

Where is Morningstar's headquarters located?

Morningstar's headquarters is located in Chicago, IL, US.

How much has Morningstar raised to-date?

As of Jan 1, 2005, Morningstar has raised a total of $91M (USD).

How many employees does Morningstar have?

Morningstar has 11,085 employees as of Apr 29, 2026.

Morningstar - Classification

Ownership
  • Public
  • Public-Private Partnership
Technology
  • Financial Services
  • Financial Technology
Geographic Exposure
  • North America
Model
  • Platform
Revenue
  • Subscription
Customer
  • Individuals
  • Institutional
Tags
  • Financial
  • Research
NAICS
  • 518000Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services
  • 518200Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services
  • 510000Information
  • 518210Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services
SIC
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice
ISIC
  • 6619Other activities auxiliary to financial service activities
  • 6630Fund management activities
Show 21 more industry codes
NAICS
  • 320000Manufacturing
  • 326000Plastics and Rubber Products Manufacturing
  • 326200Rubber Product Manufacturing
  • 326290Other Rubber Product Manufacturing
  • 326291Rubber Product Manufacturing for Mechanical Use
  • 513200Software Publishers
  • 520000Finance and Insurance
  • 513000Publishing Industries
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 513210Software Publishers
  • 523940Portfolio Management and Investment Advice
SIC
  • 3000Rubber And Miscellaneous Plastics Products
  • 3060Fabricated Rubber Products, Not Elsewhere Classified
  • 3061Molded, Extruded, and Lathe-Cut Mechanical Rubber Goods
  • 5000Wholesale Trade-durable Goods
  • 6000Depository Institutions
  • 7300Business Services
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 7372Prepackaged Software
ISIC
  • 2219Manufacture of other rubber products