# Companies using Morningstar Direct

1,917 companies in our data use Morningstar Direct, and 544 of them name it in job posts they wrote. Hiring for it is steady, with 634 job posts naming it from October 2025 to August 2026. Investment Manager roles mention it most.

Data as of November 9, 2026. Source: Sumble.

## Which companies name Morningstar Direct in the most job posts?

Among the companies with the most job posts naming Morningstar Direct are Scotiabank (77), Edward Jones (61) and Goldman Sachs (53). Four of these five companies are in Finance and Insurance.

| Company | Job posts | People | Recent job post |
|---|---:|---:|---|
| [Scotiabank](https://sumble.com/orgs/scotiabank) | 77 | 7 | "Highly developed PC skills and comfort with relevant industry software (MPower, Bloomberg, Mellon, Zephyr, Morningstar Direct, MS Excel, etc.)" (Senior Manager, Managed Asset Program (12 month contract), Nov 1, 2026) |
| [Edward Jones](https://sumble.com/orgs/edward-jones) | 61 | 11 | "Use of investment tools and platforms (e.g., Bloomberg, Morningstar Direct, FactSet)." (Financial Planning and Investments Oversight Officer, Oct 21, 2026) |
| [Goldman Sachs](https://sumble.com/orgs/goldman-sachs) | 53 | 20 | "…Excel and PowerPoint, and familiarity with industry data through such sources as Morningstar Direct, Cerulli, PSN, Bloomberg, and FactSet." (Asset & Wealth Management, MAS - Custom Models – Lead Portfolio Manager, Vice President - New York, Jul 2, 2026) |
| [TD](https://sumble.com/orgs/td-bank) | 47 | 2 | "Proficient with Microsoft Suite, Bloomberg, FactSet, Morningstar Direct, Preqin, MSCI Private i, PitchBook." (Senior Analyst, Private Markets, Oct 6, 2026) |
| [Stifel Financial Corp.](https://sumble.com/orgs/stifel) | 45 | 2 | "Experience with investment product research software such as Morningstar Direct, Bloomberg, FactSet, Stifel AdvisorGuide (PrimaGuide), Zephyr StyleAdvisor, and similar" (Portfolio Solutions Sr Specialist, Nov 7, 2026) |

## Is hiring for Morningstar Direct growing?

Morningstar Direct's share of job posts is about the same as three months earlier: 0.33 in every 10,000 job posts from June to August 2026, against 0.33 from March to May. From October to December 2025 it was 0.28.

| Month | Job posts naming it | All job posts | Per 10,000 job posts |
|---|---:|---:|---:|
| Oct 2025 | 34 | 1,413,673 | 0.24 |
| Nov 2025 | 57 | 1,822,119 | 0.31 |
| Dec 2025 | 35 | 1,236,103 | 0.28 |
| Jan 2026 | 61 | 1,828,002 | 0.33 |
| Feb 2026 | 82 | 1,856,647 | 0.44 |
| Mar 2026 | 75 | 1,850,711 | 0.41 |
| Apr 2026 | 61 | 1,728,886 | 0.35 |
| May 2026 | 43 | 1,821,509 | 0.24 |
| Jun 2026 | 57 | 1,909,496 | 0.30 |
| Jul 2026 | 67 | 1,815,180 | 0.37 |
| Aug 2026 | 62 | 1,835,698 | 0.34 |

## How many companies named Morningstar Direct in a job post for the first time in recent months?

From June to August 2026, 27 companies posted their first job naming Morningstar Direct; 19 did from March to May. The 27 from June to August are 5% of all 544 companies whose job posts name it.

| Period | Companies naming it in a job post for the first time |
|---|---:|
| March to May 2026 | 19 |
| June to August 2026 | 27 |
| October 2025 to August 2026 | 89 |

Companies whose first job post naming it appeared in that period. Recruiters, staffing firms and job boards are left out.

## How do we know which companies use Morningstar Direct?

Most of these companies come from employees' profiles: 72% have no job post naming Morningstar Direct. 544 name it in their own job posts.

| How we know | Companies | Share |
|---|---:|---:|
| Job posts name Morningstar Direct | 544 | 28% |
| Employees' profiles list Morningstar Direct | 1,373 | 72% |

## What size are the companies that use Morningstar Direct?

No size of company stands out for Morningstar Direct. Companies with 50 to 999 employees make up the largest group, at 38%. The second-largest group is companies with fewer than 50 employees, at 21%.

| Size | Share | Typical tech page |
|---|---:|---:|
| Under 50 employees | 21% | 22% |
| 50 to 999 | 38% | 38% |
| 1,000 to 5,000 | 20% | 17% |
| Over 5,000 | 21% | 23% |

## Where are Morningstar Direct companies based?

58% of Morningstar Direct companies are based in the United States. The United Kingdom is second, at 6.9%.

| Country | Companies | Share | Typical tech page |
|---|---:|---:|---:|
| United States | 1,062 | 58% | 43% |
| United Kingdom | 126 | 6.9% | 6.4% |
| Canada | 94 | 5.2% | 3.6% |
| France | 61 | 3.3% | 4.6% |
| Germany | 55 | 3% | 4.4% |
| Italy | 45 | 2.5% | 1.5% |

## Which teams work with Morningstar Direct?

Morningstar Direct sits mostly with investment teams (48 companies).

| Team | Companies |
|---|---:|
| Investment | 48 |
| Portfolio management | 14 |
| Wealth management | 12 |
| Wm investment committee | 12 |
| Investment management | 11 |
| Investment research | 11 |

## Which roles mention Morningstar Direct most?

No single role dominates for Morningstar Direct; Investment Manager leads with 24% of the job posts. Investment Manager posts naming it numbered 40 from March to May 2026 and 50 from June to August.

| Role | Share | Oct 2025 to Aug 2026 | Mar to May 2026 | Jun to Aug 2026 |
|---|---:|---:|---:|---:|
| Investment Manager | 24% | 154 | 40 | 50 |
| Financial Analyst | 12% | 78 | 27 | 12 |
| Product Manager | 11% | 71 | 19 | 20 |
| Consultant | 5.7% | 36 | 8 | 12 |
| Researcher | 5.7% | 36 | 6 | 7 |
| Analyst | 5.4% | 34 | 10 | 8 |

## Which companies started naming Morningstar Direct in job posts recently?

28 companies with 50 or more employees picked up Morningstar Direct in their job posts from April to August 2026. Community Financial System, Inc. leads the new mid-market companies, with 5 job posts from April to August.

| Group | Company | Job posts, April to August 2026 |
|---|---|---:|
| Commercial | [Endowus](https://sumble.com/orgs/endowus) | 2 |
| Commercial | [Aegon UK](https://sumble.com/orgs/aegonuk) | 1 |
| Commercial | [Benchmark Capital](https://sumble.com/orgs/benchmark-capital) | 1 |
| Commercial | [Equity Trustees](https://sumble.com/orgs/equity-trustees) | 1 |
| Commercial | [Acadian Asset Management](https://sumble.com/orgs/acadian-asset-management) | 1 |
| Mid-market | [Community Financial System, Inc.](https://sumble.com/orgs/community-financial-system-inc-cbu) | 5 |
| Mid-market | [Rosendin](https://sumble.com/orgs/rosendin-electric) | 2 |
| Mid-market | [Community Bank, N.A.](https://sumble.com/orgs/community-bank-n-a) | 2 |
| Mid-market | [Erste Bank und Sparkasse](https://sumble.com/orgs/erste-bank-und-sparkasse) | 1 |
| Mid-market | [AMP](https://sumble.com/orgs/amp) | 1 |
| Enterprise | [Erste Group](https://sumble.com/orgs/erste-group-bank) | 1 |
| Enterprise | [Straive](https://sumble.com/orgs/straive) | 1 |
| Enterprise | [Lincoln Financial](https://sumble.com/orgs/lincoln-financial-group-i) | 1 |
| Enterprise | [Santander US](https://sumble.com/orgs/santander-bank-na) | 1 |

Companies that named Morningstar Direct in a job post for the first time between April and August 2026, ranked by their job posts in those months. AI-native companies get a group of their own, whatever their size. Recruiters and job boards are left out.

## What else do Morningstar Direct companies use?

9.9% of Morningstar Direct companies also use Axioma, against 0.1% of similar companies. Next is eVestment: 23% of these companies use it, against 0.24% of similar ones.

| Tool | Companies | Also name it | Typical | Times as common |
|---|---:|---:|---:|---:|
| Axioma | 43 | 9.9% | 0.1% | 99 times |
| eVestment | 99 | 23% | 0.24% | 93 times |
| Lipper | 29 | 6.7% | 0.08% | 85 times |
| Morningstar | 199 | 46% | 0.59% | 77 times |
| Charles River | 76 | 17% | 0.25% | 70 times |
| Broadridge | 49 | 11% | 0.16% | 69 times |
| Preqin | 55 | 13% | 0.23% | 56 times |
| Bloomberg AIM | 48 | 11% | 0.22% | 51 times |

Shares are out of the 436 companies whose job posts name Morningstar Direct, not counting firms whose job posts name almost every technology.

## About this data

Sumble built this page. Sumble gives sales, marketing and other GTM teams technographics and hiring signals for the companies they sell to: the technologies each company uses, which teams are hiring and for what, and who reports to whom. That helps a team know who to contact, why now, and what to say.

Sumble covers more than 3.6 million companies, 93 million job posts collected since 2022 and 194 million employee profiles, and tracks more than 37,000 technologies. It finds which technologies a company uses by reading its job posts and its employees' public profiles.

Sumble has a free plan, and the same data is available through its API and MCP server.

A company counts when its own job posts or its employees' public profiles name the technology. Hiring is that technology's share of all job posts collected each month. Quotes are copied word for word from the companies' job posts.

Every figure on this page comes from Sumble's own analysis, and you won't find it outside Sumble.