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Morningstar (US:MORN) — Company Overview, News & Financial Data

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Company profile

Morningstar

About

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Morningstar (NASDAQ:MORN) specializes in investment research, providing a comprehensive suite of products and services including data, software, and research to individual investors, financial advisors, and institutions. With projects that span across market analysis, investment management, and financial planning tools, the company aims to empower investor success through innovation and in-depth financial insights. Morningstar's objectives center on enhancing the quality of financial decision-making for clients worldwide through accessible, state-of-the-art technology and robust analytical capabilities.

Snapshot

Public USOwnership
1984Year founded
11741Employees
Chicago, United StatesHead office
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Global footprint

Operations

All Locations
Chicago, US

Products and/or services of Morningstar

  • Investment Research and Ratings, offering comprehensive analyses and independent ratings for stocks, mutual funds, and ETFs.
  • Morningstar Direct, a cloud-based investment analysis platform for asset managers and financial advisors.
  • Morningstar Advisor Workstation, a web-based investment planning and research platform tailored for financial advisors.
  • Morningstar.com, a website providing investment data, news, and analysis directly to individual investors.
  • Morningstar Data, delivering market data and investment research to institutions via data feeds and APIs.
  • Morningstar Indexes, creating a suite of indexes that serve as benchmarks for investors to measure the performance of their investments.

Morningstar executive team

  • Mr. Joseph D. MansuetoFounder & Executive Chairman of the Board
  • Mr. Kunal Kapoor CFACEO & Director
  • Mr. Michael John Holt C.F.A.Chief Financial Officer
  • Mr. Conan WiersemaChief Accounting Office & Principal Accounting Officer
  • Sarah BushDirector of Investor Relations
  • Ms. Kathleen PeacockChief Legal Officer
  • Stephanie LerdallSenior Manager of Media Relations
  • Ms. Julie WilloughbyChief Revenue Officer & Head of Global Sales
  • Ms. Marie Trzupek LynchChief People Officer
  • Mr. David W. WilliamsChief Design Officer