Morningstar
Last updated
, generated by Sumble
Explore more → **Morningstar**
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.
What other technologies are related to Morningstar?
Morningstar Competitor Technologies
eVestment
eVestment provides data and analytics on investment strategies, competing with Morningstar's similar offerings.
Lipper
Lipper, a Refinitiv company, provides fund data and analysis, competing with Morningstar's data and research services.
FactSet
FactSet provides financial data and analytics, directly competing with Morningstar's offerings for institutional investors.
Bloomberg
Bloomberg provides comprehensive financial data, news, and analytics, directly competing with Morningstar's offerings.
YCharts
YCharts provides investment analysis tools and data, competing with Morningstar's analytics offerings.
Barra
Barra (now part of MSCI) provides portfolio risk management tools, which directly competes with Morningstar's analytics.
MSCI
MSCI provides investment decision support tools, including indexes and portfolio analytics, which competes with Morningstar.
Refinitiv
Refinitiv provides financial data and risk management solutions, directly competing with Morningstar.
Number of organizations that mention technology
ⓘ Tap on a tech to explore matching organizations
Morningstar Complementary Technologies
Envestnet
Envestnet is a wealth management platform that advisors use which can integrate with or alongside Morningstar products.
eMoney
eMoney Advisor is a financial planning software that advisors use, and may utilize data from or alongside Morningstar products.
MoneyGuide Pro
MoneyGuidePro is financial planning software that advisors use, and may utilize data from or alongside Morningstar products.
Number of organizations that mention technology
ⓘ Tap on a tech to explore matching organizations
Which job functions commonly mention Morningstar?
Investment Manager
0.4% of all Investment Manager jobs mention Morningstar
View 740
jobs on Sumble
Analyst
0.1% of all Analyst jobs mention Morningstar
View 598
jobs on Sumble
Product Manager
162 Product Manager jobs mention Morningstar
View 162
jobs on Sumble
Customer Success
175 Customer Success jobs mention Morningstar
View 175
jobs on Sumble
Product & Design
179 Product & Design jobs mention Morningstar
View 179
jobs on Sumble
Which organizations are mentioning Morningstar?
Fidelity Investments
Finance and Insurance
See more or filter by date, location, industry, etc →
Summary powered by 
Sumble
Sumble Find the right accounts, contact, message, and time to sell
Whether you're looking to get your foot in the door, find the right person to talk to, or close the deal — accurate, detailed, trustworthy, and timely information about the organization you're selling to is invaluable.
Use Sumble to: