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Morningstar, Inc.

Leading global investment research and investment management firm. Provides data on 500,000+ investment offerings including stocks, mutual funds. Manages $295B+ AUM. Public company.

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Reputation & Trust

120 reviews

Overview

Pricing Model
subscription
Price Range
$34.95 - $249 /
Free Trial
7 days

Products & Services

Morningstar Investor

data_provider

Individual investor platform with proprietary ratings, portfolio tools, screeners, and unlimited analyst research

$34.95 / month
7-day trial (CC required)
  • Star ratings
  • Fair value estimates
  • Economic moat analysis
  • Portfolio X-Ray
  • Custom screeners
  • Analyst reports
Learn more

Morningstar Direct

data_provider

Enterprise investment analysis platform for institutional investors and advisors

  • Global investment data
  • Portfolio analysis
  • Competitive benchmarking
Learn more

PitchBook

data_provider

Private market data and research platform covering VC, PE, and M&A

  • Private market data
  • VC/PE analytics
  • Deal flow tracking
Learn more

Company Information

Legal Name
Morningstar, Inc.
Headquarters
Chicago, Illinois, United States
Team Size
11085
Primary Timezone
America/Chicago

Founding

Founder
Joe Mansueto
Background
AB Business Administration and MBA from University of Chicago Booth. Founded Morningstar in 1984. CEO 1984-1996 and 2000-2017, now Executive Chairman. Owns 39.7%.

Competitive Analysis

Proposition: Proprietary star rating system, 40+ years of independent research, covers stocks/funds/ETFs/bonds globally

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