When was Morningstar founded?

Morningstar was founded in 1984 and raised its 1st funding round 15 years after it was founded.

Where is Morningstar located?

Morningstar is headquartered in Chicago, United States. It is registered at Chicago, Illinois.

How many employees does Morningstar have?

As of Mar 31, 2026, the latest employee count at Morningstar is 12032.

Is Morningstar a funded company?

Morningstar is a funded company, having raised a total of $91M across 5 funding rounds to date. The company's 1st funding round was a $***** Series C round, raised on Jul 09, 1999.

When was the latest funding round of Morningstar?

Morningstar's latest funding was a $***** Grant (prize money) round on Jan 06, 2022, with participation from 1 investor.

What is the annual revenue of Morningstar?

Annual revenue of Morningstar is $2.45B as on Dec 31, 2025.

Where does Morningstar rank among its competitors?

Morningstar ranks 1st amongst 799 active competitors, of which 121 are funded. It stands 3rd in terms of total funding among its competitors. The most recent competitor to raise funding was YipitData, which secured an undisclosed amount in Jun, 2024.

Who are the top competitors of Morningstar?

Morningstar's top competitors include IHS Markit, CME Group and Intercontinental Exchange. Among them, YipitData secured the most recent funding round in June, 2024.

Morningstar - 2026 Company Profile, Team, Funding, Competitors & Financials

Morningstar is a public company based in Chicago (United States), founded in 1984 by Anthony Lucero. It operates as a Provider of investment research, market data, portfolio tools, and investor education. Morningstar has raised $91M in funding. The company has 799 active competitors, including 121 funded and 102 that have exited. Its top competitors include companies like IHS Markit, CME Group and Intercontinental Exchange.

Company Details

Provider of investment research, market data, portfolio tools, and investor education. The site offers analysis and insights on markets, funds, exchange-traded funds, stocks, bonds, and alternative investments for individual investors and professionals. It provides tools for portfolio tracking and construction, along with screeners and rankings to compare securities across asset classes. Users can access articles, videos, and podcasts covering investing strategies, personal finance, retirement planning, taxes, and sustainable investing topics. The platform also publishes calendars, news, and indexes that help users monitor economic events and security performance.

Website: www.morningstar.com/
Social
Phone Number: +1 **********
Registered Address: Chicago, Illinois

Key Metrics

Founded Year

1984

Location

Chicago, United States

Stage

Public

Total Funding

$91M in 5 rounds

Latest Funding Round

Grant (prize money), Jan 06, 2022, $*****

Investors

MAI Capital Management & 4 more

Ranked

1^st among 799 active competitors

Annual Revenue

$2.45B as on Dec 31, 2025

Employee Count

12,032 as on Mar 31, 2026

Investment & Acquisitions

Crsp & 50 more

Similar Companies

IHS Markit & 915 more

Exit Details

Public

View Morningstar's full profile

Morningstar is associated with 12 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
ByAllAccounts, Inc CIN: 3120712 , United States, Active	Nov 18, 1999	-	61 (As on Dec 31, 2014)	-
TENFORE SYSTEMS UK LIMITED CIN: 3887713 , Germany, Active	Dec 01, 1999	-	-
Realpoint LLC CIN: - , Belgium, Active	Apr 05, 2001	-	-	-
MORNINGSTAR INVESTMENT MANAGEMENT EUROPE LIMITED CIN: 5732689 , Germany, Active	Mar 06, 2006	-	-
Bitu Invest a.s. CIN: 06124283 , Czech Republic, Active	May 23, 2017	-	-
MORNINGSTAR INDIA PRIVATE LIMITED CIN: U72300MH2004PTC245103 , India, Active	Sep 24, 2004	$112M (As on Mar 31, 2025)	4465 (As on Feb 29, 2024)
MORNINGSTAR, INC. CIN: 363297908 , United States, Active	Dec 26, 999	$2.45B (As on Dec 31, 2025)	3334 (As on Dec 31, 2024)	-
MORNING STAR d.o.o. CIN: 25367445512 , Croatia, Active	Mar 10, 2016	$435K (As on Dec 31, 2024)	-
PITCHBOOK DATA INC CIN: 208625316 , United States, Active	Dec 31, 1999	-	229 (As on Dec 31, 2016)	-
DRFG Invest Management a.s. CIN: 07030045 , Czech Republic, Active	Apr 10, 2018	-	-
Stockless s.r.o. CIN: 04613635 , Czech Republic, Active	Dec 03, 2015	-	-
VTS Holding a.s. CIN: 27073149 , Czech Republic, Active	Jul 07, 2003	-	-

Morningstar got listed on May 03, 2005.

Click here to take a look at Morningstar's IPO in detail

Morningstar has raised a total funding of $91M over 5 rounds. Its first funding round was on Jul 09, 1999. Its latest funding round was a Grant (prize money) round on Jan 06, 2022 for $*****. 1 investor participated in its latest round. Morningstar has 5 institutional investors.

Here is the list of recent funding rounds of Morningstar:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 06, 2022	3594413	Grant (prize money)	4094014	4573854	8931936	6668420
Jan 06, 2020	2106210	Grant (prize money)	3300575	7821612	4336499	Europa
Dec 22, 2018	1042535	Grant (prize money)	9710980	5638563	5660037	Europa

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View details of Morningstar's funding rounds and investors

The founders of Morningstar is Anthony Lucero.

Here are the details of Morningstar's key team members:

Anthony Lucero: Founder & Managing Director of Morningstar.

View details of Morningstar's Founder profiles and Board Members

Morningstar's employee count trend

Morningstar has 12,032 employees as of Mar 26. Here is Morningstar's employee count trend over the years:

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Top competitors of Morningstar include IHS Markit, CME Group and Intercontinental Exchange. Here is the list of Top 10 competitors of Morningstar, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Morningstar 1984, Chicago (United States), Public	Provider of investment research, market data, portfolio tools, and investor education	$91M	MAI Capital Management, Nordea & 3 others	77/100
2nd	IHS Markit 1959, London (United Kingdom), Acquired	Online data source platform for information, analytics, and solutions for governments and financial markets	$1.16B	General Atlantic, Temasek & 6 others	75/100
3rd	CME Group 1848, Chicago (United States), Public	Provider of futures and options trading, risk management, and market data	-	Google, B3 & 3 others	74/100
4th	Intercontinental Exchange 1999, Atlanta (United States), Public	Provider of digital exchange, market data, and commodity price solutions	-	EverGreen Capital Management, TA & 2 others	74/100
5th	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 3 others	74/100
6th	Bloomberg 1981, New York City (United States), Funding Raised	Provider of financial data to enterprises	-	Europa	73/100
7th	YipitData 2010, New York City (United States), Series E	Provider of data and analysis on company performance and consumer behavior	$492M	Primary Venture Partner, The Carlyle Group ... & 13 others	69/100
8th	Fitch Ratings 1913, New York City (United States), Acquired	Financial database focused on credit ratings	-	Europa	67/100
9th	Dow Jones 1882, New York City (United States), Acquired	Provider of business and financial news, data, and analysis tools	-	Europa	67/100
10th	FactSet 1978, Norwalk (United States), Public	Financial data marketplace and analytics solution for investment professionals	-	Europa	66/100

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Morningstar has made 24 investments in companies including Ellevest and The Tifin Group. Morningstar has also acquired 27 companies including Crsp and Henan Yujie Times Automobile.

Here is the list of investments & acquisitions:

Filter this list

Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Sep 23, 2025	Acquisition	Crsp		United States
Apr 06, 2022	Investments	Ellevest	2014	New York City (United States)
Apr 04, 2022	Acquisition	LCD	1996	New York City (United States)