What is Total Rebalance Expert now part of Morningstar!'s NAICS code?

Total Rebalance Expert now part of Morningstar!'s NAICS code is 52 (Finance and Insurance).

Insights

Tax efficient growth TRX is a niche auto-rebalancing platform positioned within Morningstar, targeting financial advisors who want tax efficiency and streamlined portfolio management to grow their practice.

Advisor enablement Key selling point is speed and ease of use with features like Analysis Expert and Tax Loss Harvesting, enabling advisors to serve more investors and scale client services.

Small firm opportunity Current team size (2-10 employees) and revenue under $1M indicate an SMB target with potential upsell to enhanced analytics, integration, or compliance tooling.

Tech stack fit Utilizes common enterprise tools (Microsoft 365, PHP, analytics) and web/mobile tech, suggesting opportunities for deeper integrations or add-ons with Morningstar ecosystem and CRM/portfolio platforms.

Strategic partnerships As part of Morningstar now, there is potential for cross-sell of Morningstar data, research, and other fintech solutions to complement TRX’s rebalancing capabilities for a broader advisor solution.

Total Rebalance Expert now part of Morningstar! Tech Stack

Total Rebalance Expert now part of Morningstar! uses 7 technology products and services including NSONE, Microsoft 365, jQuery, and more. Explore Total Rebalance Expert now part of Morningstar!'s tech stack below.

NSONE

Domain Name Services

Microsoft 365

jQuery

Javascript Libraries

Snap.svg

Javascript Libraries

SWFObject

Miscellaneous

PHP

Programming Languages

Google Analytics

Web Analytics

Total Rebalance Expert now part of Morningstar! Email Formats	Example	Percentage
First@trxpert.com	John@trxpert.com	100%

Total Rebalance Expert now part of Morningstar! Email Formats

Example

Percentage

First@trxpert.com

John@trxpert.com

100%

Frequently Asked Questions

What is Total Rebalance Expert now part of Morningstar!'s phone number?

You can contact Total Rebalance Expert now part of Morningstar!'s main corporate office by phone at

+1-503-968-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Total Rebalance Expert now part of Morningstar!'s official website and social media links?

Total Rebalance Expert now part of Morningstar!'s official website is trxpert.com and has social profiles on LinkedIn.

How much revenue does Total Rebalance Expert now part of Morningstar! generate?

As of August 2026, Total Rebalance Expert now part of Morningstar!'s annual revenue is estimated to be <$1M.

What is Total Rebalance Expert now part of Morningstar!'s SIC code and NAICS code?

Total Rebalance Expert now part of Morningstar!'s SIC code is 7372 - Prepackaged Software and NAICS code is 52 - Finance and Insurance.

How many employees does Total Rebalance Expert now part of Morningstar! have currently?

As of August 2026, Total Rebalance Expert now part of Morningstar! has approximately 6 employees across 3 continents, including North America, Asia and Europe. Key team members include Senior Director, Marketing: A. H., Director Of Financial Planning At Rebalance: C. W. and Senior Manager Sales Enablment And People Development: A. T. Explore Total Rebalance Expert now part of Morningstar!'s employee directory with LeadIQ.

What industry does Total Rebalance Expert now part of Morningstar! belong to?

Total Rebalance Expert now part of Morningstar! operates in the Financial Services industry.

What technology does Total Rebalance Expert now part of Morningstar! use?

Total Rebalance Expert now part of Morningstar!'s tech stack includes NSONE, Microsoft 365, jQuery, Snap.svg, SWFObject, PHP and Google Analytics.

What is Total Rebalance Expert now part of Morningstar!'s email format?

Total Rebalance Expert now part of Morningstar!'s email format typically follows the pattern of First@trxpert.com. Find more Total Rebalance Expert now part of Morningstar! email formats with LeadIQ.

When was Total Rebalance Expert now part of Morningstar! founded?

Total Rebalance Expert now part of Morningstar! was founded in 2007.

Total Rebalance Expert now part of Morningstar!

Q: How many employees does Total Rebalance Expert now part of Morningstar! have currently?

Total Rebalance Expert now part of Morningstar! has approximately 6 employees.

Q: What industry does Total Rebalance Expert now part of Morningstar! belong to?

Total Rebalance Expert now part of Morningstar! operates in the Financial Services industry.

Q: When was Total Rebalance Expert now part of Morningstar! founded?

Total Rebalance Expert now part of Morningstar! was founded in 2007.

Financial ServicesIllinois, United States2-10 Employees

Total Rebalance Expert (TRX) is portfolio-management software that is now part of Morningstar's suite of offerings in the financial services industry. Based in Chicago, Illinois, the platform is designed for financial advisors and emphasizes tax efficiency and ease of use in auto-rebalancing tasks, with features like Analysis Expert and Tax Loss Harvesting available at the touch of a button.

It aims to simplify portfolio management by enabling faster, more informed decisions that allow advisors to serve more investors. The user base is financial advisors seeking scalable, efficient tools, and the company operates as a small team in Chicago as part of Morningstar's broader offerings.

Insights

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