Morningstar

DealX is a company that has developed a secure platform designed to streamline the lifecycle of structured products and private asset deals. The platform enhances the usability of deal-related data by offering analytical tools and visualizations that focus on assets, liabilities, and cash flows associated with these transactions. This enables participants in the capital markets to collaborate effectively and share information securely. Additionally, DealX provides clean data for commercial mortgage-backed securities and collateralized loan obligations, facilitating better decision-making and efficiency within the industry.

Lumonic is a technology company that specializes in credit management. It offers a platform designed to automate reporting and compliance processes for businesses and organizations. Key features include tracking reporting requirements in a secure portal for borrowers, delegating data collection, reviewing and submitting data, and portfolio management. This enables users to efficiently handle data gathering without the usual complexities.

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 a unified managed account (UMA) and separately managed account (SMA) platform designed to provide financial advisors with access to a range of institutional-quality investment managers. The platform offers a diverse array of investment strategies, including traditional, alternative, and indexed options, along with individual securities, mutual funds, and exchange-traded funds. SMArtX's technology facilitates real-time portfolio valuation and performance reporting at the sleeve level, while also providing tools for intraday allocation and customization of individual portfolios across multiple client accounts. Additionally, the platform includes features for rebalancing and drift management, ensuring that portfolios remain aligned with predefined allocations. This comprehensive approach enables clients to access a wide spectrum of wealth management alternatives efficiently.

Ellevest, Inc. is an investment management firm focused on providing financial services tailored specifically for women. Founded in 2014 and based in New York City, Ellevest aims to empower female investors by offering a digital platform that incorporates proprietary algorithms to develop customized investment plans. The firm employs fundamental analysis and a top-down approach to create client-focused portfolios that span various global asset classes. Ellevest's user-friendly interface reflects its commitment to engaging women in a thoughtful and accessible investing experience, allowing clients to prioritize their financial goals and make informed decisions regarding their investments.

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

Praemium specializes in providing comprehensive wealth management solutions, including investment platforms, portfolio administration, execution services, CRM tools, and financial planning software. Its primary clients are financial advisers, brokers, accountants, investment managers, banks, and superannuation administrators.

BrewBike Inc. is a mobile coffee business that specializes in serving cold brew coffee to college communities through portable coffee stands mounted on custom-designed cargo bikes. Founded in 2015 and based in Austin, Texas, BrewBike not only provides high-quality cold coffee options, such as chocolate, cinnamon, and mint-flavored brews, but also creates entrepreneurial opportunities for college students. By allowing students to manage these mobile coffee shops, BrewBike fosters real-world business experience and equips them with valuable skills that enhance their professional development.

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, founded in 2017 by Gareth Parker and Tobias Sproehnle, is a London-based company specializing in providing solutions for index providers and product issuers to create new investment products. The firm offers services in designing, optimizing, managing, and calculating indices for clients, utilizing leading-edge technology to streamline operations and implement best practice governance systems. Moorgate Benchmarks is independent and employee-owned, with Mark Pralle serving as director and CTO since 2019. The company aims to deliver true choice to all investors by challenging the industry status quo and meeting EU Benchmarks Regulation obligations.

iraLogix develops a white-label IRA technology platform that enables financial institutions to offer institutional-quality investment products, regardless of account size or type. The platform provides access to professional advice and education, helping institutions accelerate growth while reducing operational costs.

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 tokens, allowing them to stake these tokens to promote the creation of specific memes. Users can also mint memetic tokens, which reflect the perceived value of various trends or memes. This innovative approach facilitates a dynamic environment for users to participate in the evolving landscape of meme culture and capitalize on its trends.

DeFIRE is a decentralized smart order routing engine operating within the Cardano ecosystem. The company specializes in developing a decentralized finance (DeFi) platform and decentralized exchange (DEX) aggregator that facilitates optimal execution services for token swaps across multiple decentralized exchanges. By providing order routing services, DeFIRE connects order flow originators with execution venues, allowing network participants to access efficient and secure trading solutions. Through its innovative technology, DeFIRE aims to enhance the trading experience in the decentralized finance space by ensuring that users can achieve the best possible outcomes when executing trades.

HashMix is a technology company that focuses on creating a decentralized marketplace protocol for the mining economy. By leveraging multi-signature, smart contract, and cross-chain technology, HashMix enables the generation and submission of proofs of specific hash power to the blockchain. The company issues hash power NFT tokens, which facilitate the free circulation of hash power while ensuring ownership and yield rights are preserved. This innovative approach aims to reduce the risks of overselling and fraud within the mining sector, democratizing access to mining capacities. Ultimately, HashMix seeks to improve the redistribution of global hash power for various blockchain applications, enhancing the overall efficiency and integrity of the mining ecosystem.

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, providing automation for decentralized finance (DeFi) activities. The company has developed a V2 strategy automation system that is capable of scaling to accommodate a growing number of new farmers and investors. This platform not only facilitates permissionless transactions in a secure environment but also serves as a revenue aggregation tool that connects yield farmers with liquidity providers. By offering a gamified trading experience and a seamless planning tool, Don-key Finance enables inexperienced individuals and those with limited capital to access the yield farming space, thus democratizing participation in the decentralized finance ecosystem.

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 that specializes in providing essential news and analysis at the intersection of technology and finance, with a particular focus on decentralized finance (DeFi). It operates an online platform that publishes updates on significant developments within the DeFi sector, offering users insights into various companies and their investments in the cryptocurrency space. By curating and analyzing information related to DeFi, The Defiant aims to keep its audience informed about the rapidly evolving landscape of finance and technology.

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 focused on enhancing technology that supports financial advice. The company's solutions are designed to simplify and mitigate risks associated with essential revenue management tasks, thereby enabling financial advisers to grow their businesses effectively. By streamlining these critical processes, AdviserLogic aims to empower clients in the financial sector to deliver exceptional service and improve overall operational efficiency.

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 focused on providing financial services tailored specifically for women. Founded in 2014 and based in New York City, Ellevest aims to empower female investors by offering a digital platform that incorporates proprietary algorithms to develop customized investment plans. The firm employs fundamental analysis and a top-down approach to create client-focused portfolios that span various global asset classes. Ellevest's user-friendly interface reflects its commitment to engaging women in a thoughtful and accessible investing experience, allowing clients to prioritize their financial goals and make informed decisions regarding their investments.

Owler, Inc. is a community-driven business information and insights platform that enables users to follow, track, and research companies. Founded in 2011 and headquartered in San Mateo, California, with an additional office in Coimbatore, India, Owler leverages a community of over 2.7 million business professionals to provide unique insights, including competitor analysis, company revenues, and CEO ratings. The platform features a searchable database with 15 million company profiles and offers real-time updates and news about companies of interest. Users, ranging from executives to sales and marketing professionals, utilize Owler to gain competitive insights and stay informed about industry developments. Owler Pro enhances this experience by providing real-time alerts on significant company events and integrating with user CRM systems, further aiding in strategic decision-making.

United Income is a financial services company based in Washington, U.S., founded in May 2016 by Matt Fellowes. The company specializes in retirement planning solutions and advisory services, focusing on providing individuals with comprehensive financial planning and investment management. United Income's platform offers a range of services, including budgeting, spending, investment management, and retirement paycheck solutions, aimed at helping clients effectively manage their finances and extend the longevity of their assets. By delivering personalized financial advisory services, United Income assists customers in building both fixed and variable income streams for a secure retirement.

Ellevest, Inc. is an investment management firm focused on providing financial services tailored specifically for women. Founded in 2014 and based in New York City, Ellevest aims to empower female investors by offering a digital platform that incorporates proprietary algorithms to develop customized investment plans. The firm employs fundamental analysis and a top-down approach to create client-focused portfolios that span various global asset classes. Ellevest's user-friendly interface reflects its commitment to engaging women in a thoughtful and accessible investing experience, allowing clients to prioritize their financial goals and make informed decisions regarding their investments.

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 focused on providing financial services tailored specifically for women. Founded in 2014 and based in New York City, Ellevest aims to empower female investors by offering a digital platform that incorporates proprietary algorithms to develop customized investment plans. The firm employs fundamental analysis and a top-down approach to create client-focused portfolios that span various global asset classes. Ellevest's user-friendly interface reflects its commitment to engaging women in a thoughtful and accessible investing experience, allowing clients to prioritize their financial goals and make informed decisions regarding their investments.

United Income is a financial services company based in Washington, U.S., founded in May 2016 by Matt Fellowes. The company specializes in retirement planning solutions and advisory services, focusing on providing individuals with comprehensive financial planning and investment management. United Income's platform offers a range of services, including budgeting, spending, investment management, and retirement paycheck solutions, aimed at helping clients effectively manage their finances and extend the longevity of their assets. By delivering personalized financial advisory services, United Income assists customers in building both fixed and variable income streams for a secure retirement.

InvestSoft Technology, Inc. is a software development company based in Framingham, Massachusetts, specializing in solutions for investment firms. Founded in 1992, the company focuses on creating and implementing systems for trading, portfolio management, and accounting. Its key offerings include the Investment Book of Record (IBOR), which manages real-time transactions, positions, and tax lot data, alongside various software solutions for investment management, trade processing, corporate actions, performance measurement, risk analytics, and investment accounting. Additionally, InvestSoft provides consulting and custom application development services, encompassing business requirements analysis, system design, and integration. As of 2016, InvestSoft Technology operates as a subsidiary of Morningstar Inc.

RightPond is a provider of business intelligence and data analytics services focused on the financial sector. The company offers a benchmarking tool designed to assist institutional investors in enhancing their strategic planning and risk assessment processes. RightPond's services enable clients to target, monitor, and research various plans and service providers, uncovering hidden trends, gaps, and performance outliers. By analyzing data related to fees, capital flow, and gatekeeper relationships, RightPond equips investors with insights into best practices for both defined contribution and defined benefit plans. Ultimately, the company aims to improve operational efficiency and decision-making for its clients.

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. Founded in 2008 and headquartered in San Diego, California, with additional offices in Overland Park, Kansas, and Tualatin, Oregon, the company develops cloud-based software designed to streamline portfolio management tasks such as accounting, reporting, compliance, and client billing. The software enhances efficiency by automating the rebalancing process, allowing financial professionals to focus on client relationships while adhering to Modern Portfolio Theory principles. Total Rebalance Expert operates as a subsidiary of Morningstar, Inc., further solidifying its position in the financial technology sector.

Ellevest, Inc. is an investment management firm focused on providing financial services tailored specifically for women. Founded in 2014 and based in New York City, Ellevest aims to empower female investors by offering a digital platform that incorporates proprietary algorithms to develop customized investment plans. The firm employs fundamental analysis and a top-down approach to create client-focused portfolios that span various global asset classes. Ellevest's user-friendly interface reflects its commitment to engaging women in a thoughtful and accessible investing experience, allowing clients to prioritize their financial goals and make informed decisions regarding their investments.

YCharts, Inc. is a financial analytics company based in Chicago, Illinois, founded in 2009. It specializes in providing investment research tools and data solutions tailored for investment professionals, portfolio managers, and wealth advisors. The company offers a comprehensive suite of services, including fundamental equity data, financial alerts, stock charts, and a stock screener, enabling users to conduct comparative analysis and benchmarking across companies. Additionally, YCharts features Portfolio Sync, which integrates client portfolio holdings automatically. Its platform is designed to enhance client engagement and simplify complex financial topics through powerful visualization tools and advanced analytics. YCharts serves a diverse clientele, including wealth managers, asset managers, hedge funds, consultants, investment bankers, and equity research analysts, thereby facilitating informed investment decisions and fostering business opportunities.

HelloWallet, LLC, established in 2008 and based in Washington, D.C., develops and supports online financial services software products aimed at helping employers and employees manage various accounts, including checking, savings, retirement, healthcare, credit cards, loans, mortgages, and investments. The company's platform offers personalized guidance for emergency savings, retirement planning, debt reduction, budgeting, and tracking tools to help users achieve their financial goals. HelloWallet also provides wellness assessment products, employee needs analysis, financial health assessments, and data-driven business impact evaluations. Additionally, the company operates on a double bottom line business model, donating one subscription to a family in need for every five subscriptions sold through philanthropic partners.

ByAllAccounts, Inc., founded in 2001, specializes in automated financial account aggregation for wealth management firms. Its patent-pending technology securely gathers and standardizes data from thousands of financial institutions, enabling efficient reconciliation, performance analysis, and consolidated reporting within portfolio management and trust accounting systems. Serving over 300 clients, ByAllAccounts supports a wide range of managed and held-away accounts, including retirement, banking, brokerage, hedge funds, limited partnerships, private equity, annuities, and more.

YCharts, Inc. is a financial analytics company based in Chicago, Illinois, founded in 2009. It specializes in providing investment research tools and data solutions tailored for investment professionals, portfolio managers, and wealth advisors. The company offers a comprehensive suite of services, including fundamental equity data, financial alerts, stock charts, and a stock screener, enabling users to conduct comparative analysis and benchmarking across companies. Additionally, YCharts features Portfolio Sync, which integrates client portfolio holdings automatically. Its platform is designed to enhance client engagement and simplify complex financial topics through powerful visualization tools and advanced analytics. YCharts serves a diverse clientele, including wealth managers, asset managers, hedge funds, consultants, investment bankers, and equity research analysts, thereby facilitating informed investment decisions and fostering business opportunities.

HelloWallet, LLC, established in 2008 and based in Washington, D.C., develops and supports online financial services software products aimed at helping employers and employees manage various accounts, including checking, savings, retirement, healthcare, credit cards, loans, mortgages, and investments. The company's platform offers personalized guidance for emergency savings, retirement planning, debt reduction, budgeting, and tracking tools to help users achieve their financial goals. HelloWallet also provides wellness assessment products, employee needs analysis, financial health assessments, and data-driven business impact evaluations. Additionally, the company operates on a double bottom line business model, donating one subscription to a family in need for every five subscriptions sold through philanthropic partners.

YCharts, Inc. is a financial analytics company based in Chicago, Illinois, founded in 2009. It specializes in providing investment research tools and data solutions tailored for investment professionals, portfolio managers, and wealth advisors. The company offers a comprehensive suite of services, including fundamental equity data, financial alerts, stock charts, and a stock screener, enabling users to conduct comparative analysis and benchmarking across companies. Additionally, YCharts features Portfolio Sync, which integrates client portfolio holdings automatically. Its platform is designed to enhance client engagement and simplify complex financial topics through powerful visualization tools and advanced analytics. YCharts serves a diverse clientele, including wealth managers, asset managers, hedge funds, consultants, investment bankers, and equity research analysts, thereby facilitating informed investment decisions and fostering business opportunities.

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 an information service that specializes in analyzing SEC filings to uncover hidden opportunities and early warning signs of potential issues. Founded by Michelle Leder, an expert in SEC documentation, Footnoted employs proprietary search techniques to sift through extensive filings, identifying actionable insights that often precede market trends by three to six months. The company caters to corporate clients by providing detailed research and analysis derived from the vast amounts of data filed with the SEC, enabling businesses to make informed financial decisions based on timely and relevant information.

Logical Information Machines (LIM) is a provider of data analysis services specializing in commodity and energy market information. The company offers both historical and real-time data, including tick, intra-day, and daily datasets, which are accessible via a fast, open design MIM server for seamless interfacing. LIM's patented query language enables analysts to test trading strategies and forecast market trends effectively. Through its advanced predictive analytics and data management services, LIM assists clients in managing extensive time-series data, positioning itself as a preferred choice for investors in the financial and energy sectors.

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 is a provider of financial market data and technology solutions tailored for the financial services sector. Based in London, the company offers a variety of data feeds, including interactive, snapshot, and end-of-day formats, covering equity, derivative, and treasury markets across Europe, the Americas, Asia Pacific, and the Middle East. Tenfore Systems focuses on delivering essential financial content and the necessary technology to enable organizations to leverage this data effectively. As of December 2008, it operates as a subsidiary of Morningstar Inc.

10K Wizard is a company that specializes in search engine software, primarily focusing on the retrieval and analysis of complex data, particularly SEC filings. Utilizing advanced data mining technology, 10K Wizard enables users to access and search through extensive documents efficiently. Their integrated content enablement system is designed to accept various content formats, including PDF, Word, and HTML, facilitating the extraction of text for further analysis. The company's innovative approach allows for real-time delivery of specialized information and customized content, thereby enhancing research capabilities for industrial, financial, and accounting professionals.

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.