Tech Insights

Morningstar

Last updated May 14, 2025, generated by Sumble

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What is Morningstar?

Morningstar is a leading provider of independent investment research. They offer data, analytics, and insights on a wide range of investment offerings, including mutual funds, stocks, ETFs, and fixed income investments. Their services are commonly used by individual investors, financial advisors, and institutional investors for investment analysis, portfolio construction, and risk management.

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What other technologies are related to Morningstar?

Morningstar Competitor Technologies

eVestment provides data and analytics on investment strategies, competing with Morningstar's similar offerings.

mentioned alongside Morningstar in 35% (378) of relevant job posts

Lipper, a Refinitiv company, provides fund data and analysis, competing with Morningstar's data and research services.

mentioned alongside Morningstar in 68% (188) of relevant job posts

FactSet provides financial data and analytics, directly competing with Morningstar's offerings for institutional investors.

mentioned alongside Morningstar in 10% (1k) of relevant job posts

Bloomberg provides comprehensive financial data, news, and analytics, directly competing with Morningstar's offerings.

mentioned alongside Morningstar in 4% (1.8k) of relevant job posts

YCharts provides investment analysis tools and data, competing with Morningstar's analytics offerings.

mentioned alongside Morningstar in 34% (73) of relevant job posts

Barra (now part of MSCI) provides portfolio risk management tools, which directly competes with Morningstar's analytics.

mentioned alongside Morningstar in 14% (73) of relevant job posts

MSCI provides investment decision support tools, including indexes and portfolio analytics, which competes with Morningstar.

mentioned alongside Morningstar in 7% (58) of relevant job posts

Refinitiv provides financial data and risk management solutions, directly competing with Morningstar.

mentioned alongside Morningstar in 3% (70) of relevant job posts

Morningstar Complementary Technologies

Envestnet is a wealth management platform that advisors use which can integrate with or alongside Morningstar products.

mentioned alongside Morningstar in 18% (173) of relevant job posts

eMoney Advisor is a financial planning software that advisors use, and may utilize data from or alongside Morningstar products.

mentioned alongside Morningstar in 10% (293) of relevant job posts

MoneyGuidePro is financial planning software that advisors use, and may utilize data from or alongside Morningstar products.

mentioned alongside Morningstar in 16% (91) of relevant job posts

Which job functions mention Morningstar?

Job function

Jobs mentioning Morningstar

Orgs mentioning Morningstar

Investment Manager

0% (740) job posts

284 organizations

Analyst

0% (598) job posts

211 organizations

Product & Design

0% (179) job posts

8 organizations

Customer Success

0% (175) job posts

68 organizations

Product Manager

0% (162) job posts

47 organizations

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Which organizations are mentioning Morningstar?

Organization

Industry

Matching Teams

Matching People

Finance and Insurance

Finance and Insurance

Finance and Insurance

Franklin Templeton

Finance and Insurance

Fidelity Investments

Finance and Insurance

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