Morningstar
Financial ServicesIllinois, United States10001+ Employees
Morningstar, Inc. operates in the financial services sector as a provider of independent investment insights. The company offers data and research on a wide array of investment offerings, including managed funds, publicly listed companies, private markets, debt securities, and real-time global market data, to support individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors active in debt and private capital markets. In addition, it provides investment management services through its advisory subsidiaries, reporting about $369 billion in assets under management as of September 30, 2025. The business operates through wholly owned subsidiaries in 32 countries, underscoring its global footprint. Headquartered in Chicago, Illinois, Morningstar is positioned as a global provider of investment insights and analytics within the financial services industry. A recent development is Morningstar Wealth's collaboration with Apollo Global Management, Franklin Templeton, and J.P. Morgan Asset Management to develop a suite of public/private model portfolios intended to offer financial advisors a unified, research-driven approach to accessing private markets.
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