Morningstar

DealX is a platform designed to facilitate the secure sharing and utilization of data related to structured products and private asset deals. It aims to streamline the entire lifecycle of these financial instruments by providing users with analytical tools and visualizations that enhance the usability of deal data. The platform enables capital market participants to collaborate effectively by sharing information securely, while also offering access to accurate data on commercial mortgage-backed securities (CMBS) and collateralized loan obligations (CLO). Through these features, DealX enhances transparency and efficiency in the management of structured products and private asset transactions.

Lumonic provides capabilities such as tracking reporting requirements in a secure site for borrowers, delegating data collecting, evaluating and submitting data, and portfolio management, allowing businesses and organizations to handle data gathering without fuss

Optix is a platform developer for multiple-chain options that aims to make trading more affordable. The platform of the business aims to provide a decentralized options protocol exchange, where users can buy options on the most popular cryptocurrencies and sell options for a steady yield directly from their wallets, giving traders access to vault collateral that provides liquidity across numerous assets, pricing surfaces, and directions.

Tifin is a fintech platform founded in 2018, based in New York City, that develops and operates companies focused on wealth management, investments, and personal finance. By leveraging investment intelligence, data science, and advanced technology, Tifin aims to enhance the investor experience with innovative products tailored to individual needs. The company emphasizes the importance of making investing a significant contributor to financial well-being. Tifin also has regional offices in Boulder, Bengaluru, Charlotte, and Mumbai, reflecting its broad market reach and commitment to evolving the financial services landscape.

SMArtX Advisory Solutions operates an asset management platform designed to grant financial advisors access to a range of investment options, including traditional and alternative strategies, all within a unified managed account structure. The platform allows for real-time portfolio valuation and performance reporting, as well as intraday allocation tools, enabling users to customize and simultaneously deploy individual portfolios across multiple client accounts. Its features include rebalance and drift management, ensuring that portfolios remain aligned with pre-set allocations. By integrating these capabilities, SMArtX Advisory Solutions provides advisors with institutional-quality management and comprehensive wealth management alternatives.

Ellevest, Inc. is an investment management firm founded in 2014 and based in New York City, focusing primarily on providing financial services to women. The firm manages customized client portfolios across various asset classes globally, employing fundamental analysis and a top-down approach in its investment strategy. Ellevest has developed a digital investment platform that offers a personalized experience, utilizing proprietary algorithms tailored to women's financial needs, including salary peaks and goal-specific portfolios. This platform aims to empower female investors by helping them take control of their investments and achieve their financial goals through a user-friendly interface and thoughtful portfolio construction.

Leveraged Commentary & Data (LCD), a market leader in news, research, data, insights, and indexes for the leveraged finance market from S&P Global.

Praemium Ltd is a provider of investment platforms, portfolio administration services, and financial planning tools specifically tailored for the wealth management industry. The company serves a diverse clientele, including financial advisers, brokers, accountants, investment managers, banks, and superannuation administrators. Praemium operates primarily in two segments: Australia and International, with a significant portion of its revenue generated from the Australian market. By offering integrated solutions that enhance operational efficiency and client engagement, Praemium supports financial professionals in delivering effective investment management and advisory services.

BrewBike Inc. operates a mobile cold brew coffee cart that serves college students on campuses, utilizing custom-made cargo bikes to deliver its products. Founded in 2015 and based in Austin, Texas, BrewBike focuses on providing an entrepreneurial platform for engaged students, allowing them to manage coffee stands and gain valuable real-world experience. The company offers a variety of cold coffee options, including flavors like chocolate, cinnamon, and mint, ensuring fresh and appealing beverages for its customers. Through this model, BrewBike not only meets the demand for quality coffee but also fosters skill development in young leaders.

Tifin is a fintech platform founded in 2018, based in New York City, that develops and operates companies focused on wealth management, investments, and personal finance. By leveraging investment intelligence, data science, and advanced technology, Tifin aims to enhance the investor experience with innovative products tailored to individual needs. The company emphasizes the importance of making investing a significant contributor to financial well-being. Tifin also has regional offices in Boulder, Bengaluru, Charlotte, and Mumbai, reflecting its broad market reach and commitment to evolving the financial services landscape.

Moorgate Benchmarks Limited specializes in providing solutions for index providers and product issuers, enabling them to develop innovative investment products aimed at enhancing investor choice. Founded in 2018 and based in London, the company excels in the design, optimization, management, and calculation of indices, leveraging advanced technology to streamline operations. Moorgate Benchmarks is committed to implementing best practice governance systems that comply with EU Benchmarks Regulation. As an independent and employee-owned firm, it aims to address needs within an evolving industry, positioning itself as a key player in the index management space. The company was established by Gareth Parker and Tobias Sproehnle, with Mark Pralle joining as the director and CTO.

iraLogix is a developer of an innovative IRA technology platform that aims to enhance the investment experience for financial organizations and their clients. By providing a paperless, end-to-end white-label solution, the company offers a diverse array of institutionally-priced investment products, catering to clients across various account sizes and types. iraLogix combines advanced technology with deep industry expertise, enabling financial institutions to improve their market share and accelerate growth. The platform also facilitates access to professional advice, educational resources, and a range of financial services, effectively reducing the administrative and servicing costs associated with managing investment accounts.

Meme.com is a platform focused on meme markets and trend exploration. It offers a content management system that enables users to engage with meme creation and monetization. The platform allows users to stake meme tokens, which incentivizes the creation and contribution to specific memes. This system enables users to mint memetic tokens that reflect the perceived value of the trends or memes they represent. Through this innovative approach, Meme.com aims to capitalize on the growing cultural significance of memes in digital communication.

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 is a developer of a tokenized marketplace protocol that aims to democratize the mining economy and enhance the efficiency of hash power distribution. By leveraging multi-signature, smart contract, and cross-chain technology, HashMix generates and submits proofs of hash power to the blockchain. The company issues hash power NFT tokens, which facilitate the free circulation of hash power while securing ownership and yield rights. This innovative approach addresses the risks of overselling and fraud, creating a decentralized universal marketplace for various mining capacities. Ultimately, HashMix's technology enables users to improve the redistribution of global hash power across diverse blockchain applications.

Tifin is a fintech platform founded in 2018, based in New York City, that develops and operates companies focused on wealth management, investments, and personal finance. By leveraging investment intelligence, data science, and advanced technology, Tifin aims to enhance the investor experience with innovative products tailored to individual needs. The company emphasizes the importance of making investing a significant contributor to financial well-being. Tifin also has regional offices in Boulder, Bengaluru, Charlotte, and Mumbai, reflecting its broad market reach and commitment to evolving the financial services landscape.

Don-Key Finance is a social trading platform that focuses on yield farming strategies, allowing both experienced and novice investors to participate in decentralized finance (DeFi). The platform offers a V2 strategy automation system designed to efficiently scale and support an increasing number of users eager to engage in yield farming. By utilizing a network of systematized bots, Don-Key facilitates permissionless transactions in a secure environment, making it easier for liquidity providers and yield farmers to connect. Additionally, the platform features a gamified experience and seamless planning tools, enabling individuals with limited capital to enter the yield farming space and benefit from the expertise of seasoned professionals.

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.

Sustainalytics is an independent firm specializing in environmental, social, and governance (ESG) research, ratings, and analysis. It provides comprehensive services to investors globally, assisting them in developing and implementing responsible investment strategies. The company's offerings include in-depth research on individual companies, countries, and corporate governance, as well as sector reports and indexes. By delivering critical ESG information and assessments, Sustainalytics supports corporate and financial institutions in integrating sustainability considerations into their investment processes.

PlanPlus Global is a software development company specializing in financial and investment planning solutions. Founded in 1990 and based in Lindsay, Canada, the company has a strong focus on creating tools for personal financial management that cater to financial institutions, professional advisors, and the general public. PlanPlus Global offers multi-currency and multi-jurisdictional software designed to enhance investment tracking and provide a comprehensive financial planning system. The company's solutions include an academically validated risk profiling process, ensuring that clients can maintain appropriate investment strategies over time. In addition to software, PlanPlus Global also provides training options to support users in effectively utilizing their tools. In August 2017, the company rebranded from PlanPlus Inc. to PlanPlus Global, reflecting its broader international presence. As of April 2020, it operates as a subsidiary of Morningstar, Inc.

AdviserLogic is a developer of financial software designed to enhance the technology supporting financial advice. The company's solutions focus on simplifying and mitigating risks associated with essential revenue management tasks, allowing financial advisers to operate more effectively and grow their businesses. By streamlining these processes, AdviserLogic aims to empower financial professionals to provide exceptional advice and improve client outcomes.

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 founded in 2014 and based in New York City, focusing primarily on providing financial services to women. The firm manages customized client portfolios across various asset classes globally, employing fundamental analysis and a top-down approach in its investment strategy. Ellevest has developed a digital investment platform that offers a personalized experience, utilizing proprietary algorithms tailored to women's financial needs, including salary peaks and goal-specific portfolios. This platform aims to empower female investors by helping them take control of their investments and achieve their financial goals through a user-friendly interface and thoughtful portfolio construction.

Owler, Inc. operates a community-driven business information platform that enables users to track and research companies. Founded in 2011 and headquartered in San Mateo, California, with an additional office in Coimbatore, India, Owler serves a diverse range of business professionals, including executives, marketers, and salespeople. The platform boasts over 15 million searchable company profiles and provides real-time updates, crowdsourced insights, and strategic news alerts, all curated from a community of more than 2.7 million business professionals. Users can access data on competitors, products, financials, and industry trends, helping them to gain competitive insights and make informed decisions. Owler Pro offers additional features, including alerts for significant events related to followed companies and integration with customer relationship management systems. This comprehensive service is utilized by a broad spectrum of organizations, from startups to 96% of the Fortune 500, to enhance their competitive edge.

United Income, founded in May 2016 by Matt Fellowes and based in Washington, U.S., specializes in retirement planning solutions and advisory services. The firm provides a comprehensive money management platform that focuses on holistic financial planning and investment management. Its services include budgeting, spending, investment management, financial planning, account sequencing, and retirement paycheck services. By offering these resources, United Income aims to help individuals build both fixed and variable income for their retirement, ensuring they receive adequate financial advisory support to enhance the longevity and effectiveness of their financial resources.

Ellevest, Inc. is an investment management firm founded in 2014 and based in New York City, focusing primarily on providing financial services to women. The firm manages customized client portfolios across various asset classes globally, employing fundamental analysis and a top-down approach in its investment strategy. Ellevest has developed a digital investment platform that offers a personalized experience, utilizing proprietary algorithms tailored to women's financial needs, including salary peaks and goal-specific portfolios. This platform aims to empower female investors by helping them take control of their investments and achieve their financial goals through a user-friendly interface and thoughtful portfolio construction.

Sustainalytics is an independent firm specializing in environmental, social, and governance (ESG) research, ratings, and analysis. It provides comprehensive services to investors globally, assisting them in developing and implementing responsible investment strategies. The company's offerings include in-depth research on individual companies, countries, and corporate governance, as well as sector reports and indexes. By delivering critical ESG information and assessments, Sustainalytics supports corporate and financial institutions in integrating sustainability considerations into their investment processes.

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, Inc. is an investment management firm founded in 2014 and based in New York City, focusing primarily on providing financial services to women. The firm manages customized client portfolios across various asset classes globally, employing fundamental analysis and a top-down approach in its investment strategy. Ellevest has developed a digital investment platform that offers a personalized experience, utilizing proprietary algorithms tailored to women's financial needs, including salary peaks and goal-specific portfolios. This platform aims to empower female investors by helping them take control of their investments and achieve their financial goals through a user-friendly interface and thoughtful portfolio construction.

United Income, founded in May 2016 by Matt Fellowes and based in Washington, U.S., specializes in retirement planning solutions and advisory services. The firm provides a comprehensive money management platform that focuses on holistic financial planning and investment management. Its services include budgeting, spending, investment management, financial planning, account sequencing, and retirement paycheck services. By offering these resources, United Income aims to help individuals build both fixed and variable income for their retirement, ensuring they receive adequate financial advisory support to enhance the longevity and effectiveness of their financial resources.

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 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, Inc. is an investment management firm founded in 2014 and based in New York City, focusing primarily on providing financial services to women. The firm manages customized client portfolios across various asset classes globally, employing fundamental analysis and a top-down approach in its investment strategy. Ellevest has developed a digital investment platform that offers a personalized experience, utilizing proprietary algorithms tailored to women's financial needs, including salary peaks and goal-specific portfolios. This platform aims to empower female investors by helping them take control of their investments and achieve their financial goals through a user-friendly interface and thoughtful portfolio construction.

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, LLC is a financial services software company based in Washington, D.C., that provides a range of online tools to help individuals and organizations manage their finances effectively. Established in 2008, HelloWallet's platform assists users in organizing and tracking various financial accounts, including checking, savings, retirement, and healthcare accounts, as well as loans and investments. The software offers personalized guidance on budgeting, emergency savings, debt management, and retirement planning, aimed at enhancing financial well-being. Additionally, HelloWallet provides employers with analytics to assess workforce financial health and improve employee engagement and wellness. The company operates a double bottom line business model, donating one subscription to a family in need for every five subscriptions sold. As of mid-2017, HelloWallet functions as a subsidiary of KeyBank National Association.

ByAllAccounts, Inc. specializes in data aggregation technology that facilitates the automated collection of financial account information from numerous institutions, streamlining its integration into portfolio management and trust accounting systems. The company's innovative technology is designed to support wealth management practices by providing timely account reconciliation, performance analysis, and consolidated reporting. Serving over 300 clients, ByAllAccounts handles a diverse array of managed and "held-away" accounts, including retirement, banking, brokerage, trust, hedge fund, limited partnerships, private equity, and annuities. This enables investment management and advisory firms to efficiently manage their financial applications, ensuring compliance and enhancing overall service delivery.

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, LLC is a financial services software company based in Washington, D.C., that provides a range of online tools to help individuals and organizations manage their finances effectively. Established in 2008, HelloWallet's platform assists users in organizing and tracking various financial accounts, including checking, savings, retirement, and healthcare accounts, as well as loans and investments. The software offers personalized guidance on budgeting, emergency savings, debt management, and retirement planning, aimed at enhancing financial well-being. Additionally, HelloWallet provides employers with analytics to assess workforce financial health and improve employee engagement and wellness. The company operates a double bottom line business model, donating one subscription to a family in need for every five subscriptions sold. As of mid-2017, HelloWallet functions as a subsidiary of KeyBank National Association.

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's principal activity is the provision of consultancy services and licensing of software to financial and professional bodies.

Footnoted is a reputable information service that specializes in uncovering hidden opportunities and identifying potential issues within SEC filings through its proprietary search techniques. Led by expert Michelle Leder, the company focuses on extracting actionable insights from the vast amount of data contained in routine filings, which often number in the hundreds of thousands each day. Footnoted's approach involves creating a comprehensive mosaic of information based on multiple filings, enabling clients to gain insights that may be three to six months ahead of the market. The service is designed to assist corporate clients in navigating and interpreting complex financial data, ensuring they remain informed and proactive in their decision-making processes.

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 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 specializes in providing financial market data and technology solutions to the financial services sector. The company offers a variety of data feeds, including interactive, snapshot, and end-of-day formats, delivering comprehensive financial information across equity, derivative, and treasury markets in Europe, the Americas, Asia Pacific, and the Middle East. Headquartered in London, United Kingdom, Tenfore Systems operates as a subsidiary of Morningstar Inc. The company's services integrate financial content with the necessary technology, enabling organizations to effectively utilize market data for informed decision-making.

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.

ibbotson offers comprehensive, index, asset management, custom solution research, and index local solution services. Index services morningstar equity indices are a diverse portfolio of benchmark and strategic beta indices, offering indices based on style, sector, factor-based, dividend yield, analyst insights, and global equities. Increase. We also offer asset allocation, fixed income, and commodity indices.

mPower Advisors, L.L.C., founded in 1995, is a federally registered investment advisor that specializes in providing online investment advice. The company has developed an online investment advisory platform aimed at helping individuals achieve their financial objectives. Its platform focuses on the large plan sponsor retirement market, delivering personalized, asset class-specific, and fund-specific advice tailored to meet clients' unique requirements. This approach enables clients to optimize their investment returns and manage their portfolios more effectively.

Gomez is an IT firm that focuses on web application performance and internet management solutions. As a division of Compuware, it offers a comprehensive platform designed to enhance the performance, availability, and quality of web and mobile applications. The Gomez platform features tools for web load testing, performance management, cross-browser testing, and business analysis, utilizing a global network of over 100,000 locations to assess applications from an external perspective. This approach enables clients to monitor and improve user experience across various devices, browsers, and geographical areas. Gomez serves over 3,000 customers, including many leading organizations, and aims to help businesses increase revenue, foster brand loyalty, and reduce operational costs through its innovative solutions.