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.
Leveraged Commentary & Data (LCD), a market leader in news, research, data, insights, and indexes for the leveraged finance market from S&P Global.
Sustainalytics
Acquisition in 2020
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.
Owler
Series B in 2018
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.
Sustainalytics
Funding Round in 2017
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
Acquisition in 2016
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.
RightPond
Acquisition in 2016
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
Series B in 2016
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.
PitchBook
Series A in 2009
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.
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