Morningstar Analysis: $91M Raised
What is Morningstar?
Investment research firm specializing in data analysis
Product Features & Capabilities
- Mutual fund analysis with detailed ratings
- ETF research providing performance insights
- Stock analysis featuring comprehensive data
- Portfolio management tools for personalized investment strategies
- Investment research reports with actionable insights.
How much Morningstar raised
Funding Round - $91M
RecentOther Considerations
Serves a wide range of investors including 40% of Fortune 500 companies; Offers a variety of investment tools and resources; Provides educational content to enhance investor knowledge.
Competitors
The main competitors of Morningstar in the fintech space include:
1. Envestnet
2. AlphaSense
3. Moody's Analytics
4. Bloomberg, LP
5. MarketWatch, Inc.
6. Thomson Reuters Corp.
7. Q4
8. Coinbase
9. Orion Advisor
10. InfoTrie
11. Finnworlds
12. Exchange Data International
13. Cbonds
1. Envestnet
2. AlphaSense
3. Moody's Analytics
4. Bloomberg, LP
5. MarketWatch, Inc.
6. Thomson Reuters Corp.
7. Q4
8. Coinbase
9. Orion Advisor
10. InfoTrie
11. Finnworlds
12. Exchange Data International
13. Cbonds
Recent News
Recent news related to Morningstar includes an article titled "Q1’s Biggest Lesson for Investors: Diversification Works," published on their own platform. The article emphasizes the importance of maintaining diversified portfolios amidst market turmoil, suggesting that investors who adhered to this strategy have fared better. Additionally, Morningstar announced that it will release its first-quarter 2025 financial results on April 30, 2025. They also unveiled the agenda for their 37th annual Morningstar Investment Conference, scheduled for March 2025.
