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Morningstar

Morningstar provides independent investment research to investors worldwide

Overview

Morningstar provides independent investment research to investors worldwide. In practice that means managing your IT, from help desk to infrastructure, as an outside partner.

Who is it for? Mostly small and mid-sized companies. They also list Asset Management, Finance, Financial Services, Impact Investing and Market Research, so expect those to show up in the feature set. As a very large company team themselves (5,000+ people), they tend to serve customers of a similar scale best. Bigger vendor, more process. Budget time for procurement.

Morningstar is based in Chicago, Illinois and around since 1984. You can read more at morningstar.com.

Things worth asking about: response SLAs, onboarding, and what is billed per hour. Get the renewal terms in writing before the first invoice.

If you have worked with Morningstar, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.

Key features

Key features
Asset Management
Finance
Financial Services
Impact Investing

Company

Vendor / company
Morningstar
Founded (year)
1984
Headquarters
Chicago, Illinois
Company size

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