Morningstar is a leading provider of independent investment research, catering to financial advisors, asset managers, and individual investors globally. Established in 1984 and headquartered in Chicago, Illinois, the company specializes in two main areas: data and research. It offers extensive data on various investment vehicles, including mutual funds, stocks, exchange-traded funds, and more, while also providing real-time market data for equities, derivatives, and currencies. In addition to its data services, Morningstar conducts in-depth research, delivering analyst insights on both passive and active mutual funds, as well as alternative funds and college savings plans. The majority of its revenue is generated from the United States.
TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.
SMArtX Advisory Solutions operates an asset management platform designed to offer advisors access to a wide range of investment strategies, including traditional, alternative, and index strategies, all through a unified managed account structure. The platform enables real-time portfolio valuation and sleeve-level performance reporting, along with intraday allocation tools. Advisors can customize and manage individual portfolios across multiple client accounts simultaneously. Additionally, features such as rebalance and drift management ensure that portfolios remain aligned with pre-set allocations. This comprehensive approach facilitates access to institutional-quality managers and a variety of investment options, including individual securities, mutual funds, and ETFs, all within a single brokerage account.
Ellevest, Inc. is an investment management firm based in New York City, established in 2014, that focuses on providing tailored financial services specifically for women clients. The firm employs fundamental analysis and a top-down approach to manage diverse, client-focused portfolios across various global asset classes. Ellevest has developed a digital investment platform that incorporates a proprietary algorithm, taking into account factors such as women's salary peaks and financial goals to create customized investment plans. This approach aims to empower female investors by offering an engaging user experience and a thoughtful selection of investments, ensuring that their financial aspirations are prioritized and met effectively.
Brewbike Inc. operates mobile cold brew coffee carts that deliver coffee directly to college students on campuses. Founded in 2015 and based in Evanston, Illinois, the company utilizes custom-made cargo bikes to serve cold brew coffee at various locations, including lean retail spots and wholesale accounts. Brewbike aims to provide convenient access to cold coffee for college communities, ensuring students can enjoy their favorite beverages easily every day.
TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.
iraLogix is a technology company specializing in institutional IRA record-keeping and trading solutions. Established in 2015 and based in Pittsburgh, Pennsylvania, iraLogix offers a web-based, fully paperless platform that enables financial organizations to provide high-quality IRA products. This innovative system allows clients to access a variety of institutionally priced investments and professional financial services, including advice and education, regardless of account size. By streamlining the record-keeping process, iraLogix helps financial institutions enhance their growth and market share while minimizing administrative and servicing costs.
DeFIRE is a decentralized finance platform and decentralized exchange (DEX) aggregator operating within the Cardano ecosystem. It specializes in smart order routing, facilitating optimal execution services for token swaps across various decentralized exchanges. The platform serves as an intermediary, connecting order flow originators with ultimate execution venues. By doing so, DeFIRE enables its users to access efficient and secure trading options, enhancing their experience in the decentralized finance landscape.
HashMix utilizes multi-signature, smart contract, and cross-chain technology to generate and submit proofs of specific hash power to the blockchain, issues hash power NFT tokens to eliminate the centralized endorsement so that hash power can be circulated freely while the ownership of hash power and yields is ensured
TIFIN is a venture capital firm based in New York that invests in technology companies aimed at transforming the relationship between investors and their investments. The firm specializes in sectors such as investment management, investment advisory, and personal finance. TIFIN focuses on building companies from the ground up or investing in them at an early stage, fostering innovation and enhancing the investment experience for individuals and institutions alike.
Developer of a revenue aggregation platform designed to bring yield farmers and liquidity providers together. The company's platform provides a seamless planning tool in combination accompanied by a gamified social trading experience with endless liquidity to execute their strategies, enabling inexperienced and low-capital individuals to have an entry point to enter into the space.
Developed by an experienced team of blockchain designers, BENQI is a protocol to unlock greater liquidity within the defi market. BENQI enables defi users to make their assets work harder to generate additional yield. Built on Avalanche’s high speed smart contract network, BENQI will evolve into a cross-chain defi hub that’s positioned at the heart of decentralized finance.
The Defiant is an information company specializing in decentralized finance (DeFi). It operates an online platform that provides essential news and analysis related to the DeFi sector. The platform focuses on major developments within decentralized finance, offering insights into various DeFi companies and their investments. By publishing timely and relevant information, The Defiant aims to keep users informed about the evolving landscape of crypto and finance.
The Defiant is an information company specializing in decentralized finance (DeFi). It operates an online platform that provides essential news and analysis related to the DeFi sector. The platform focuses on major developments within decentralized finance, offering insights into various DeFi companies and their investments. By publishing timely and relevant information, The Defiant aims to keep users informed about the evolving landscape of crypto and finance.
Operator of a decentralized ecosystem intended for pre-initial decentralized exchange offering tokens. The company's ecosystem focuses on ushering in a paradigm where network participants can efficiently and safely gain access to and trade pre-IDO tokens, while projects can leverage token liquidity early in the life cycle, enabling traders to build strong community support early on in their journey and also get a sense of price discovery.
Sustainalytics is an independent firm specializing in environmental, social, and governance (ESG) research, ratings, and analysis. The company provides support to investors globally in developing and implementing responsible investment strategies. By offering comprehensive insights into corporate governance and sustainability practices, Sustainalytics helps its clients make informed decisions that align with their ethical and financial objectives.
PlanPlus Global is a software development company specializing in personal financial and investment planning tools. Founded in 1990 and based in Lindsay, Canada, it offers a comprehensive financial planning software solution tailored for financial institutions, professional advisors, educational professionals, and individual users. The software is designed to support multi-currency and multi-jurisdictional needs, ensuring a robust investment tracking system that incorporates an academically validated risk profiling process. In addition to its software offerings, PlanPlus provides training options aimed at enhancing users' financial planning capabilities. The company serves a diverse clientele both in Canada and internationally. In 2017, PlanPlus Global rebranded from its previous name, PlanPlus Inc., and became a subsidiary of Morningstar, Inc. in 2020.
AdviserLogic is an Australian financial services technology company which customises business solutions for Financial Planners and Risk Advisers. They implement a customised technology solution with the goal of standardising a business' processes. By adopting AdviserLogic they find their clients are able to increase productivity of their staff, the quality of their advice and identify the inherent opportunities in their client base.
DBRS is an independent, privately held, globally recognized credit ratings agency. DBRS’s four decades of experience and strong track record are the foundation to seek out new opportunities and to make targeted investments aligned with its core ratings operations. As the world’s fourth-largest ratings agency, DBRS’s approach and size provide the agility to respond to customers’ needs in their local markets, while being large enough to provide the necessary expertise and resources. At DBRS, they rate more than 2,400 issuer families and nearly 50,000 securities worldwide.
Ellevest, Inc. is an investment management firm based in New York City, established in 2014, that focuses on providing tailored financial services specifically for women clients. The firm employs fundamental analysis and a top-down approach to manage diverse, client-focused portfolios across various global asset classes. Ellevest has developed a digital investment platform that incorporates a proprietary algorithm, taking into account factors such as women's salary peaks and financial goals to create customized investment plans. This approach aims to empower female investors by offering an engaging user experience and a thoughtful selection of investments, ensuring that their financial aspirations are prioritized and met effectively.
United Income, Inc. is a financial technology company based in Washington, D.C., founded in May 2016 by Matt Fellowes. The company specializes in retirement planning solutions, offering a comprehensive money management platform that integrates personalized financial planning with investment strategies. Its services include budgeting, spending, investment management, and account sequencing, all designed to help individuals optimize their financial resources for retirement. United Income's platform simulates various life decisions alongside market outcomes to create tailored financial plans that address spending needs, manage investment risk, optimize Social Security claiming, and determine the ideal retirement age, while also minimizing taxes on withdrawals and investments. As of July 2019, United Income operates as a subsidiary of Capital One Financial Corporation.
Ellevest, Inc. is an investment management firm based in New York City, established in 2014, that focuses on providing tailored financial services specifically for women clients. The firm employs fundamental analysis and a top-down approach to manage diverse, client-focused portfolios across various global asset classes. Ellevest has developed a digital investment platform that incorporates a proprietary algorithm, taking into account factors such as women's salary peaks and financial goals to create customized investment plans. This approach aims to empower female investors by offering an engaging user experience and a thoughtful selection of investments, ensuring that their financial aspirations are prioritized and met effectively.
Sustainalytics is an independent firm specializing in environmental, social, and governance (ESG) research, ratings, and analysis. The company provides support to investors globally in developing and implementing responsible investment strategies. By offering comprehensive insights into corporate governance and sustainability practices, Sustainalytics helps its clients make informed decisions that align with their ethical and financial objectives.
PitchBook Data, Inc. is a financial data and software company that specializes in providing comprehensive information and analytical tools for the venture capital and private equity industries. Founded in 2006 and headquartered in Seattle, with additional offices in London and New York, PitchBook offers a range of products including the PitchBook Platform, which provides access to extensive databases on mergers and acquisitions, private equity, venture capital, and related financial information. Users can access the data through various formats, including a mobile application, Excel Plugin, and direct data access products. The company is known for its meticulous collection and organization of private equity deal data, along with thematic research reports that support fundraising, investment sourcing, and deal execution. Since December 2016, PitchBook has operated as a subsidiary of Morningstar, Inc.
Ellevest, Inc. is an investment management firm based in New York City, established in 2014, that focuses on providing tailored financial services specifically for women clients. The firm employs fundamental analysis and a top-down approach to manage diverse, client-focused portfolios across various global asset classes. Ellevest has developed a digital investment platform that incorporates a proprietary algorithm, taking into account factors such as women's salary peaks and financial goals to create customized investment plans. This approach aims to empower female investors by offering an engaging user experience and a thoughtful selection of investments, ensuring that their financial aspirations are prioritized and met effectively.
United Income, Inc. is a financial technology company based in Washington, D.C., founded in May 2016 by Matt Fellowes. The company specializes in retirement planning solutions, offering a comprehensive money management platform that integrates personalized financial planning with investment strategies. Its services include budgeting, spending, investment management, and account sequencing, all designed to help individuals optimize their financial resources for retirement. United Income's platform simulates various life decisions alongside market outcomes to create tailored financial plans that address spending needs, manage investment risk, optimize Social Security claiming, and determine the ideal retirement age, while also minimizing taxes on withdrawals and investments. As of July 2019, United Income operates as a subsidiary of Capital One Financial Corporation.
InvestSoft Technology, Inc. is a software development company focused on providing tailored solutions for investment firms. Established in 1992 and based in Framingham, Massachusetts, the company specializes in creating trading, portfolio management, and accounting systems. Its offerings include the Investment Book of Record (IBOR), which facilitates real-time processing and reporting of transactions, positions, and tax lot data, as well as various software solutions for investment management, trade processing, corporate actions, performance measurement, risk analytics, and investment accounting. InvestSoft also delivers consulting and custom application development services, aiding clients in system analysis, design, and integration. Additionally, it offers fixed-income analysis software through its BondPro Fixed-Income Calculation Engine, which supports over 130 analytic and accounting calculations. As of May 31, 2016, InvestSoft operates as a subsidiary of Morningstar Inc.
RightPond is a provider of business intelligence and data analytics services focused on helping institutional investors enhance their efficiency in strategy development and risk assessment. The company offers a benchmarking tool that enables users to target, monitor, and research various plans and service providers, uncovering hidden trends, gaps, and performance outliers. RightPond's services also provide insights into fees, capital flow, and relationships among gatekeepers, facilitating a deeper understanding of best practices related to both defined contribution and defined benefit plans. By revealing critical risk signals and performance metrics, RightPond aims to support informed decision-making in the investment landscape.
PitchBook Data, Inc. is a financial data and software company that specializes in providing comprehensive information and analytical tools for the venture capital and private equity industries. Founded in 2006 and headquartered in Seattle, with additional offices in London and New York, PitchBook offers a range of products including the PitchBook Platform, which provides access to extensive databases on mergers and acquisitions, private equity, venture capital, and related financial information. Users can access the data through various formats, including a mobile application, Excel Plugin, and direct data access products. The company is known for its meticulous collection and organization of private equity deal data, along with thematic research reports that support fundraising, investment sourcing, and deal execution. Since December 2016, PitchBook has operated as a subsidiary of Morningstar, Inc.
Total Rebalance Expert Inc. is a portfolio rebalancing software company that specializes in providing automated solutions for registered investment advisors (RIAs). Founded in 2008 and headquartered in San Diego, California, with additional offices in Overland Park, Kansas, and Tualatin, Oregon, the company focuses on simplifying portfolio management by offering cloud-based tools for portfolio accounting, custodial data processing, performance measurement, reporting, compliance, and client billing. Its innovative auto-rebalancing software is designed to enhance tax efficiency and streamline the rebalancing process, thereby empowering financial professionals to make informed decisions and improve their business operations. As of November 2015, Total Rebalance Expert operates as a subsidiary of Morningstar, Inc.
Ellevest, Inc. is an investment management firm based in New York City, established in 2014, that focuses on providing tailored financial services specifically for women clients. The firm employs fundamental analysis and a top-down approach to manage diverse, client-focused portfolios across various global asset classes. Ellevest has developed a digital investment platform that incorporates a proprietary algorithm, taking into account factors such as women's salary peaks and financial goals to create customized investment plans. This approach aims to empower female investors by offering an engaging user experience and a thoughtful selection of investments, ensuring that their financial aspirations are prioritized and met effectively.
YCharts, Inc. is a financial analytics company that offers a range of data and analytics solutions tailored to investment professionals, portfolio managers, and wealth advisors. Founded in 2009 and headquartered in Chicago, with additional offices in New York City, YCharts provides tools such as fundamental equity data, financial data alerts, and stock screening capabilities, allowing users to compare data across companies for benchmarking and time-series analysis. The platform also features Portfolio Sync, which integrates client portfolio holdings automatically. YCharts caters to various sectors, including wealth management, asset management, hedge funds, and equity research, thereby supporting informed decision-making through its comprehensive financial and economic data set.
HelloWallet improves the performance of organizations by providing independent guidance that aligns corporate spending with human capital needs. Our cloud-based products enable executives with a data platform for making workforce compensation and rewards decisions that drive sustained improvements in engagement and wellness. We do this with web and mobile applications that provide personalized guidance to employees for converting their salary and benefits into prosperity. HelloWallet operates a double bottom line business model, for every five subscriptions we sell we donate one subscription to a family in need through one of our philanthropic partners.
ByAllAccounts, Inc. enables the automated gathering of financial account data from thousands financial institutions for import directly into Portfolio Management and Trust Accounting Systems. Their patent pending technology analyzes, augments, and delivers data for even the most sophisticated holistic wealth management practice and enables efficient and timely account reconciliation, performance analysis and consolidated reporting. ByAllAccounts, Inc. serves more than 300 clients having a full range of managed and "held-away" accounts, including retirement, banking, brokerage, trust, hedge fund, limited partnerships, private equity, annuity, and more.
YCharts, Inc. is a financial analytics company that offers a range of data and analytics solutions tailored to investment professionals, portfolio managers, and wealth advisors. Founded in 2009 and headquartered in Chicago, with additional offices in New York City, YCharts provides tools such as fundamental equity data, financial data alerts, and stock screening capabilities, allowing users to compare data across companies for benchmarking and time-series analysis. The platform also features Portfolio Sync, which integrates client portfolio holdings automatically. YCharts caters to various sectors, including wealth management, asset management, hedge funds, and equity research, thereby supporting informed decision-making through its comprehensive financial and economic data set.
HelloWallet improves the performance of organizations by providing independent guidance that aligns corporate spending with human capital needs. Our cloud-based products enable executives with a data platform for making workforce compensation and rewards decisions that drive sustained improvements in engagement and wellness. We do this with web and mobile applications that provide personalized guidance to employees for converting their salary and benefits into prosperity. HelloWallet operates a double bottom line business model, for every five subscriptions we sell we donate one subscription to a family in need through one of our philanthropic partners.
YCharts, Inc. is a financial analytics company that offers a range of data and analytics solutions tailored to investment professionals, portfolio managers, and wealth advisors. Founded in 2009 and headquartered in Chicago, with additional offices in New York City, YCharts provides tools such as fundamental equity data, financial data alerts, and stock screening capabilities, allowing users to compare data across companies for benchmarking and time-series analysis. The platform also features Portfolio Sync, which integrates client portfolio holdings automatically. YCharts caters to various sectors, including wealth management, asset management, hedge funds, and equity research, thereby supporting informed decision-making through its comprehensive financial and economic data set.
Morningstar Danmark A/S through its website provides investment information for individual investors, which includes fund and ETF data, portfolio tools, and market analysis. It also develops investment software. Morningstar Danmark is a company that was acquired by Morningstar in 2010.
Old Broad Street Research
Acquisition in 2010
Old Broad Street Research's principal activity is the provision of consultancy services and licensing of software to financial and professional bodies.
footnoted is a highly acclaimed information service that uses proprietary search techniques to find both hidden opportunities and early signs of potential problems buried deep in routine SEC filings. Led by author, reporter, and SEC filings expert Michelle Leder, footnoted focuses on the actionable details that really matter in the hundreds of thousands of pages that are filed with the SEC day in and day out. Leder and her team then start to build a mosaic based on multiple filings to provide insight that is typically three to six months ahead of the market.
Logical Information Machines (LIM) specializes in providing comprehensive data analysis services tailored for financial and energy investors. The company offers historical, real-time tick, intra-day, and daily market data, facilitating informed decision-making. LIM's data is accessible through a MIM server, designed for rapid and straightforward interfacing. Additionally, the patented query language enables analysts to test trading strategies and forecast market trends effectively. With a focus on commodity and energy market data, LIM also delivers predictive analytics and advanced data management services, assisting clients in managing extensive time-series data efficiently.
PitchBook Data, Inc. is a financial data and software company that specializes in providing comprehensive information and analytical tools for the venture capital and private equity industries. Founded in 2006 and headquartered in Seattle, with additional offices in London and New York, PitchBook offers a range of products including the PitchBook Platform, which provides access to extensive databases on mergers and acquisitions, private equity, venture capital, and related financial information. Users can access the data through various formats, including a mobile application, Excel Plugin, and direct data access products. The company is known for its meticulous collection and organization of private equity deal data, along with thematic research reports that support fundraising, investment sourcing, and deal execution. Since December 2016, PitchBook has operated as a subsidiary of Morningstar, Inc.
Bundle rates merchants based on actual credit card spending by millions of people at that location. Bundle has built a data and analytical solution that structures and sorts through billions of spending transactions in order to rate the merchants.
Tenfore Systems Limited is a provider of financial market data and technology solutions, catering to the financial services sector. The company offers various data feeds, including interactive, snapshot, and end-of-day formats, which cover equity, derivative, and treasury markets across Europe, the Americas, Asia Pacific, and the Middle East. Headquartered in London, United Kingdom, Tenfore Systems focuses on delivering integrated services that combine financial content with the necessary technology, enabling organizations to leverage valuable market insights effectively. As of December 2008, Tenfore Systems operates as a subsidiary of Morningstar Inc.
10K Wizard specializes in search engine software designed to facilitate the efficient retrieval of complex data, particularly focusing on SEC filings. Utilizing advanced data mining technology, the company provides real-time delivery of specialized information and customized content, enabling users to access and analyze lengthy documents effectively. Their integrated content enablement system is capable of processing various content formats, including PDF, Word, and HTML, allowing for seamless text extraction from diverse sources. This capability supports industrial, financial, and accounting research, making 10K Wizard a valuable resource for professionals seeking comprehensive data insights.
Fundamental Data is a provider of data on global closed-end and exchange traded-funds. Their fund coverage includes all UK and US CEFs, as well as offshore and local market CEFs worldwide. They are currently expanding our ETF coverage to cover all UK and US listed ETFs. On October 3, 2008 Fundamental Data was [acquired](http://www.paidcontent.org/entry/419-morningstar-biz-news-site-buying-investors-database-for-19-million/) by investment research firm Morningstar for $19 million.
Gomez, a division of Compuware, specializes in optimizing the performance, availability, and quality of web and mobile applications. The Gomez platform offers a comprehensive suite of on-demand solutions, including web load testing, performance management, cross-browser testing, and business analysis. This platform tests and measures applications from an "outside-in" perspective, utilizing a global network of over 100,000 locations to assess performance across various users, browsers, devices, and geographies. When paired with Compuware Vantage, Gomez provides a unique solution for enhancing application performance across both enterprise systems and the internet. With a diverse client base of over 3,000 organizations, including 12 of the top 20 most visited websites in the United States, Gomez helps businesses increase revenue, foster brand loyalty, and reduce operational costs.
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