Chicago, United States
Morningstar, Inc., founded in 1984 and headquartered in the United States, is a leading provider of independent investment insights across North America, Europe, Australia, and Asia. The company is renowned for its comprehensive investment research and management services, identifying itself with the slogan: "Investment research and investment management."
Offering a broad range of products and services, Morningstar caters to individual investors, financial advisors, asset managers and owners, retirement plan sponsors, and institutional investors. Its service portfolio covers managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Notably, Morningstar's investment advisory subsidiaries manage approximately $369 billion in AUMA as of September 30, 2025.
The company's most recent noteworthy funding event was a $91.00M Private Equity Round in 1999, led by SoftBank Capital. Now operating subsidiaries in 32 countries, Morningstar is well-positioned for continued influence in the global investment landscape.
Enoch Wealth