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Morningstar

Company Name

Morningstar

Main Industry

Investment Banking, Finance

Website

www.morningstar.com

Morningstar Profile and History

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers a line of data, software, research, and investment management offerings for financial advisors, asset managers, retirement plan providers and sponsors, and individual investors. It offers Morningstar Data, an investment data spanning various investment databases, in cluding pricing and commodity data; Morningstar Advisor Workstation, a Web-based investment planning system; Morningstar Direct, an institutional investment research platform; and Morningstar.com, a Website for individual investors. The company also provides institutional investment advisory services; Morningstar Enterprise Components, a set of tools and capabilities that builds customized Websites or enhances existing solutions; and Morningstar Managed Portfolios, a discretionary asset management service. In addition, it offers equity and manager research services; ratings and analysis for structured credits; Morningstar Indexes, a set of investment indexes; Morningstar investment profiles, a pre-made or custom-generated investment fact sheets for investor communications; and Morningstar Commodity Data, a market data and analytical product. Further, the company offers ByAllAccounts, which provides data aggregation technology for financial applications; Morningstar Enterprise Data Management, a customized data aggregation and performance reporting solution; market data and desktop, and investment software; print and online publications; and investment conferences services, as well as other investment software for financial advisors and institutions. It serves financial advisors, asset management firms, retirement plan providers and sponsors, and individual investors. The company was founded in 1984 and is headquartered in Chicago,...

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Primary Industries

Contact Information

Headquarters

22 W Washington St, Chicago, Illinois, 60602, United States

(312) 696-6000

Revenue

$2 B

Employees

11,334

Founded

1984

Funding History

Morningstar raised a total of $1.2 B in funding over 2 rounds, and is a public traded company.

Stock Symbol

NASDAQ: MORN

Morningstar Executive Team & Key Decision Makers

Name & TitleContact Info
Laura Kohl
Laura Kohl

Chief Information Officer

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Michael Holt
Michael Holt

Chief Strategy Officer & President, Research

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Daniel Dunn
Daniel Dunn

Chief Revenue Officer

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Michael Leonard
Michael Leonard

Chief Equity Strategist

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Melanie Kagan
Melanie Kagan

Associate Product Manager

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Kathleen Peacock
Kathleen Peacock

Chief Legal Officer

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Ravi Variar
Ravi Variar

Chief Technology Officer (India)

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Frannie Besztery
Frannie Besztery

Chief of Staff

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Joanne Brady
Joanne Brady

Investment Management Head of Investment Operations

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Brock Johnson
Brock Johnson

President, Global Retirement & Workplace Solutions

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Nick Cheung
Nick Cheung

Chief Executive Officer, Asia

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Jason Dubinsky
Jason Dubinsky

Chief Financial Officer

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Sumair Pervaiz
Sumair Pervaiz

Group Chief Technology Officer (Indexes & Sustainalytics)

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Philip Straehl
Philip Straehl

Chief Investment Officer, Quantitative Strategies

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Matt Wacher
Matt Wacher

Chief Investment Officer (APAC)

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Brian Weiss
Brian Weiss

Global Chief Compliance Officer

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Michael Leonard
Michael Leonard

Chief Compliance Officer

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Thomas Murk
Thomas Murk

General Counsel

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Trista Shah
Trista Shah

Executive Vice President

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Alan Grad
Alan Grad

General Counsel

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Recently Updated Team Members

Name & TitleContact Info
Neha Singh
Neha Singh

Senior Quality Assurance Engineer

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Samish Mungekar
Samish Mungekar

Data Management Associate

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Nita Lande
Nita Lande

Software Engineer

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Nicole Maunsell
Nicole Maunsell

Senior Event Manager

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Eileen Dai
Eileen Dai

Senior Professional Recruiter

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Erfan Khandaker
Erfan Khandaker

Senior Web Application Developer

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Zhiyuan Wang
Zhiyuan Wang

Senior Data Research Analyst

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Vipin Wadhwani

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Amey Sawant
Amey Sawant

Senior Data Research Analyst

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Jack VanDerhei
Jack VanDerhei

Director, Retirement Studies

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Gregory Gemson
Gregory Gemson

Vice President

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Norman Last
Norman Last

Senior VP, Abs Business Development

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Joshua Gatmaitan
Joshua Gatmaitan

Senior Vice President

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Elise Castaneda
Elise Castaneda

Chief Audit Executive

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Top Morningstar Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Morningstar.

Frameworks and Libraries

(45 Technologies)

Programming Languages

(42 Technologies)

Operating Systems

(27 Technologies)

Databases

(26 Technologies)

Other IT Infrastructure Software

(23 Technologies)

Morningstar Email Formats

ParameterSample EmailPercentage

Morningstar Top Competitors

CompanyEmployeesRevenueTop technologies
Bloomberg

Bloomberg

24.8 K$12.2 B
Dun & Bradstreet

Dun & Bradstreet

6,414$2.3 B
MSCI

MSCI

5,794$2.5 B
Envestnet

Envestnet

3,069$1.2 B
State Street

State Street

46.5 K$11.9 B

What is Morningstar revenue?

Morningstar revenue is $2 B

How many employees does Morningstar have?

Morningstar has 11,334 employees

Where is Morningstar headquarters located?

Morningstar headquarters are located in 22 W Washington St, Chicago, Illinois, 60602, United States

What are Morningstar’s primary industries?

Morningstar’s main industries are: Finance, Investment Banking

What are some additional names or alternative spellings that users use while searching for Morningstar?

Morningstar appears in search results as Morningstar Inc, MorningStar, Morningstar CorpMorningstar LLC, Morning Star...See More