About Morningstar
Morningstar is a company based in Chicago (United States) founded in 1984 by Joe Mansueto. It operates as a Data-as-a-Service, Subscription Services, and Advertising Model. Morningstar has raised $91 million across 5 funding rounds from investors including European Union and SoftBank. The company has 6 employees as of April 09, 2024. Morningstar has completed 24 acquisitions, including 10 K Wizard, AdviserLogic and Aegis Australia. Morningstar offers products and services including Morningstar Data+Analytics, Morningstar Direct, and Morningstar Wealth. Morningstar operates in a competitive market with competitors including IHS Markit, Intercontinental Exchange, CME Group, Bloomberg and S&P Global, among others.
- Headquarter Chicago, United States
- Employees 6 as on 09 Apr, 2024
- Founders Joe Mansueto
- Stage Public
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Morningstar, Inc.
- Date of Incorporation 09 Oct, 2013
- Jurisdiction Navi Mumbai, Maharashtra, India
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Annual Revenue
$351.25 K (USD)106.17as on Mar 31, 2021
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Net Profit
-$449.21 K (USD)33.21as on Mar 31, 2021
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EBITDA
-$450.06 K (USD)33.31as on Mar 31, 2021
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Total Equity Funding
$91 M (USD)
in 5 rounds
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Latest Funding Round
$22.63 K (USD), Grant
Jan 06, 2022
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Investors
European Union
& 1 more
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Employee Count
6
as on Apr 09, 2024
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Investments & Acquisitions
10 K Wizard
& 23 more
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IPO & Listings of Morningstar
Morningstar is a publicly listed company on the NASDAQ with ticker symbol MORN in USA, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
Products & Services of Morningstar
Morningstar offers a comprehensive portfolio of products and services, including Morningstar Data+Analytics, Morningstar Direct, and Morningstar Wealth.
Financial data and analytics are provided for investors.
Investment research tools are offered for professional use.
Wealth management solutions are delivered to financial advisors.
People of Morningstar
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Software Development Team
234 people
Sales and Marketing
72 people
Leadership Team
39 people
Data Analysis and Operations Team
35 people
Senior Team
30 people
Human Resources and Administration
25 people
Creative and Marketing Team
23 people
Product Management Team
13 people
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Funding Insights of Morningstar
Morningstar has successfully raised a total of $91M across 5 strategic funding rounds. The most recent funding activity was a Grant round of $22.63 thousand completed in January 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Morningstar
Morningstar has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include European Union and SoftBank.
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Government entites focused on freedom, democracy, equality and the rule of law, promoting peace and stability
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PE and VC fund focused on fintech, Adtech, gaming, eCommerce, and multiple sectors
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Investor details for Morningstar
Investor domains, locations, round participation, and complete history require an active premium plan.
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Verified entity values are shown only after access is granted.
Investments & Acquisitions by Morningstar
Morningstar has strategically engaged in corporate development activities, having acquired 24 companies. Notable acquisitions include 10 K Wizard, AdviserLogic and Aegis Australia.
Investment portfolio details for Morningstar
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
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Index calculation services are provided for financial benchmarks.
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Smart agricultural equipment is manufactured and supplied for farming operations.
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Fund management, stockbroking, financial planning, and retail investments are provided.
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Complete acquisition details for Morningstar
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
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- Domains and locations
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Financial Statements - Morningstar
Detailed financials for Morningstar
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Morningstar Comparisons
Peer comparison for Morningstar
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Competitors of Morningstar
Morningstar operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as IHS Markit, Intercontinental Exchange, CME Group, Bloomberg and S&P Global, among others.
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Online data source platform for information, analytics, and solutions for governments and financial markets
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Private and financial market data analytics solutions are provided.
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Online trading and financial data exchange marketplace for capital assets
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Provider of financial data to enterprises
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Detailed competitors of Morningstar
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
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Latest news on Morningstar
Complete news archive for Morningstar
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Morningstar
Morningstar was founded in 1984 and raised its 1st funding round 15 years after it was founded.
Morningstar is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Kunal Kapoor is the current CEO of Morningstar.
Morningstar is a funded company, having raised a total of $91M across 5 funding rounds to date.
As of Apr 09, 2024, the latest employee count at Morningstar is 6.
Annual revenue of Morningstar is $351.25K as on Mar 31, 2021.
Morningstar is engaged in delivering financial data, analytics, and investment research to both individual and professional investors. Services are provided across various sectors including markets, funds, ETFs, stocks, and bonds. Solutions such as Morningstar Direct, DataAnalytics, and Wealth are offered to empower investor success. Content and tools are developed to support portfolio management, market analysis, and sustainable investing. Editorial independence is maintained to ensure unbiased reporting and analysis for users globally.
Morningstar's top competitors include IHS Markit, CME Group and Bloomberg.
Morningstar offers Morningstar Data+Analytics, Morningstar Direct, and Morningstar Wealth.
Yes, Morningstar is publicly traded on NASDAQ under the ticker symbol MORN.
Morningstar has made 24 acquisitions, including 10 K Wizard, AdviserLogic, and Aegis Australia.
Morningstar has 2 investors. Key investors include European Union, and SoftBank.
The ticker symbol of Morningstar is MORN on NASDAQ.