Morningstar provides independent investment research to investors worldwide. It offers internet, software, and print-based products for individuals, financial advisors, and institutions. It also supplies asset-management services to advisors, institutions, and retirement-plan participants. Morningstar was founded in 1984 and is headquartered in Chicago, Illinois.
TIFIN is a platform that conceives, creates, and operates fintech companies in the areas of wealth management, investments, and personal finance. Their operating companies are shaping the future of investor experience with intelligent products that recognize the uniqueness of each investor. TIFIN leverages the combined power of investment intelligence, data science, and technology to make investing a more powerful driver of financial well-being.
SmartX Technology Solutions is a UMA/SMA platform that provides advisors access to institutional quality managers. The platform offers traditional and alternative investment strategies, as well as individual securities, mutual funds, and ETFs, in a single brokerage account.
Brewbike opens student-run coffee shops on college campuses to provide entrepreneurial experiences to the next generation of leaders. Brewbike enables motivated, engaged college students to manage real-world responsibilities and produce tangible results. Brewbike provides significant opportunities for students to develop hard skills that are relevant to their resumes.
TIFIN is a platform that conceives, creates, and operates fintech companies in the areas of wealth management, investments, and personal finance. Their operating companies are shaping the future of investor experience with intelligent products that recognize the uniqueness of each investor. TIFIN leverages the combined power of investment intelligence, data science, and technology to make investing a more powerful driver of financial well-being.
IRALOGIX enables clients to profitably address all segments of the market with access to institutional quality investment products regardless of account size or type, beginning with the IRA market.
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 platform that conceives, creates, and operates fintech companies in the areas of wealth management, investments, and personal finance. Their operating companies are shaping the future of investor experience with intelligent products that recognize the uniqueness of each investor. TIFIN leverages the combined power of investment intelligence, data science, and technology to make investing a more powerful driver of financial well-being.
Don-key Finance is a social trading platform that replicates yield farming strategies developed by professionals. It provides DeFi automation. Its V2 strategy automation system is designed to scale and support a large and growing influx of new farmers and investors eager to reap the benefits of their competitors' efforts. Its network of systematized bots is enabling permissionless transactions in the most secure environment possible, facilitating the next wave of yield farming involvement.
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.
Sustainalytics is an independent ESG and corporate governance research, ratings and analysis firm supporting investors around the world with the development and implementation of responsible investment strategies.
PlanPlus is a provider of financial and investment planning software. PlanPlus has been developing software tools for personal financial and investment planning, as well as training in these disciplines for the past 25 years for use by financial institutions, professional advisors and the general public.
AdviserLogic specializes in financial software intended to enhance technology that powers financial advice. The company's software helps clients to simplify and de-risk their business-critical revenue management tasks, enabling financial advisers to grow.
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 provides an engaging investing experience to help women meet their financial goals in life. Ellevest offers a modern, engaging user experience. The same care, thoughtfulness, and attention to detail that is reflected in its beautiful, easy-to-use interface are applied to the construction of its portfolios, its selection of investments, and the development of the algorithms that drive its forecasts and recommendations.
Owler is the world’s largest community-driven business information and insights platform that provides data and real-time news updates on the companies you care about. Owler is powered by an active community of 2.7+ million business professionals, who contribute unique business insights such as competitors, private company revenue, and CEO ratings. From startups to large enterprises (including 96% of the Fortune 500), CEOs, salespeople, marketers, product managers, and all types of business professionals use Owler daily. With unique data on 15 million searchable company profiles and proprietary community-driven Competitive Graph, Owler helps business professionals uncover competitive insights and discover new companies that participate in their space. Owler’s platform provides members with real-time insights not found anywhere else and helps them outsmart their competition. Owler provides a searchable database with firmographic business information, as well as a daily news update about the specific companies a user follows. Owler Pro includes real-time alerts on 15 trigger events for each followed company, as well as synchronization with a user’s prospects in their CRM. Launched in 2014, and funded by Norwest Venture Partners and Trinity Ventures, Owler is headquartered in San Mateo, CA with offices in Coimbatore, India.
United Income offers individuals retirement planning solutions and advisory services. United Income offers their customers with investment focused consulting services to build a fixed and variable income for their retirement. United Income was founded in May 2016 by Matt Fellowes. And it is based in Washington, U.S.
Ellevest provides an engaging investing experience to help women meet their financial goals in life. Ellevest offers a modern, engaging user experience. The same care, thoughtfulness, and attention to detail that is reflected in its beautiful, easy-to-use interface are applied to the construction of its portfolios, its selection of investments, and the development of the algorithms that drive its forecasts and recommendations.
Sustainalytics is an independent ESG and corporate governance research, ratings and analysis firm supporting investors around the world with the development and implementation of responsible investment strategies.
PitchBook is an independent and impartial research firm dedicated to providing premium data, news and analysis to the venture capital and private equity industries. As a specialty-focused information resource, PitchBook's core strength is its ability to meticulously collect, organize and analyze hard-to-find private equity deal data. PitchBook's flagship product is the web-based PitchBook Platform, as well as its daily newsletter and research reports.
Ellevest provides an engaging investing experience to help women meet their financial goals in life. Ellevest offers a modern, engaging user experience. The same care, thoughtfulness, and attention to detail that is reflected in its beautiful, easy-to-use interface are applied to the construction of its portfolios, its selection of investments, and the development of the algorithms that drive its forecasts and recommendations.
United Income offers individuals retirement planning solutions and advisory services. United Income offers their customers with investment focused consulting services to build a fixed and variable income for their retirement. United Income was founded in May 2016 by Matt Fellowes. And it is based in Washington, U.S.
InvestSoft Technology provides innovative software solutions and custom applications for investment firms designed to streamline workflow, reduce risk and harness the value of the data throughout an organization, not just a particular business line.
The power to target, monitor and research plans and service providers, to reveal hidden trends, gaps, outliers regarding performance, fees, capital flow and relationships.
PitchBook is an independent and impartial research firm dedicated to providing premium data, news and analysis to the venture capital and private equity industries. As a specialty-focused information resource, PitchBook's core strength is its ability to meticulously collect, organize and analyze hard-to-find private equity deal data. PitchBook's flagship product is the web-based PitchBook Platform, as well as its daily newsletter and research reports.
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 provides an engaging investing experience to help women meet their financial goals in life. Ellevest offers a modern, engaging user experience. The same care, thoughtfulness, and attention to detail that is reflected in its beautiful, easy-to-use interface are applied to the construction of its portfolios, its selection of investments, and the development of the algorithms that drive its forecasts and recommendations.
YCharts, Inc. is a financial analytics company that offers a cloud-based investment research platform designed for investment professionals, including portfolio managers, wealth advisors, and asset managers. Established in 2009 and headquartered in Chicago, Illinois, YCharts provides a range of tools such as fundamental equity data, financial alerts, stock screens, and advanced visualization features. Its platform enables users to compare financial data across companies, conduct benchmarking, and perform time series analysis. YCharts aims to simplify complex financial topics, enhancing client engagement and decision-making through easily interpretable visuals. The company's services are tailored for a variety of sectors, including wealth management, equity research, and corporate finance, allowing professionals to access institutional-quality data and analytics to support their investment strategies.
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 cloud-based investment research platform designed for investment professionals, including portfolio managers, wealth advisors, and asset managers. Established in 2009 and headquartered in Chicago, Illinois, YCharts provides a range of tools such as fundamental equity data, financial alerts, stock screens, and advanced visualization features. Its platform enables users to compare financial data across companies, conduct benchmarking, and perform time series analysis. YCharts aims to simplify complex financial topics, enhancing client engagement and decision-making through easily interpretable visuals. The company's services are tailored for a variety of sectors, including wealth management, equity research, and corporate finance, allowing professionals to access institutional-quality data and analytics to support their investment strategies.
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 cloud-based investment research platform designed for investment professionals, including portfolio managers, wealth advisors, and asset managers. Established in 2009 and headquartered in Chicago, Illinois, YCharts provides a range of tools such as fundamental equity data, financial alerts, stock screens, and advanced visualization features. Its platform enables users to compare financial data across companies, conduct benchmarking, and perform time series analysis. YCharts aims to simplify complex financial topics, enhancing client engagement and decision-making through easily interpretable visuals. The company's services are tailored for a variety of sectors, including wealth management, equity research, and corporate finance, allowing professionals to access institutional-quality data and analytics to support their investment strategies.
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) is the preferred choice for financial and energy investors, providing historical as well as real-time tick, intra-day and daily data. LIM supplies their data on a MIM server, with a fast, open design for easy interfacing. The patented query language allows analysts to test trading strategies and forecast the markets.
PitchBook is an independent and impartial research firm dedicated to providing premium data, news and analysis to the venture capital and private equity industries. As a specialty-focused information resource, PitchBook's core strength is its ability to meticulously collect, organize and analyze hard-to-find private equity deal data. PitchBook's flagship product is the web-based PitchBook Platform, as well as its daily newsletter and research reports.
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 provides financial market data and technology solutions to financial services communities. It offers a range of data feeds and feed formats, including interactive, snapshot, and end of day data feeds that deliver financial data covering equity, derivative, and treasury markets spanning Europe, the Americas, Asia Pacific, and the Middle East. The company is headquartered in London, United Kingdom. As of December 17, 2008, Tenfore Systems Limited operates as a subsidiary of Morningstar Inc.
10K Wizard has applied their data mining technology to other types of large, complex data such as news feeds, resulting in the ability to provide real-time delivery of specialized information and customized content. Their technology is an integrated content enablement system that features a powerful search engine optimized for lengthy documents. The technology is designed to accept content from anywhere in any form and fashion, pdf, word text, html or anything from which they can abstract the text.
Gomez, the web performance division of Compuware, provides the industry's leading solutions for optimizing the performance, availability, and quality of web and mobile applications. The on-demand Gomez platform integrates solutions for web load testing, web performance management, web cross-browser testing, and web performance business analysis that test and measure web and mobile applications from the “outside-in†– across all users, browsers, devices, and geographies – using a global network of over 100,000 locations. When combined with Compuware Vantage, Gomez offers the industry's only solution for optimizing application performance across the Enterprise and the Internet. Over 3,000 customers worldwide, ranging from small companies to large enterprises – including 12 of the top 20 most visited US websites – use Gomez solutions to increase revenue, build brand loyalty and decrease costs.
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