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Financials
Funding Rounds1
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Money Raised
Their latest funding was raised on 09.07.1999. Their latest investor SoftBank Group. Their latest round Private Equity
Investments27
Optix
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SmartX Technology Solutions
SmartX Technology Solutions is a UMA/SMA platform that grants advisors access to institutional quality managers.
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Co-Investors
Investors1
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SoftBank Group
SoftBank Capital is a venture capital firm that provides funding and strategic support to disruptive businesses in the technology sector.
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Yoshitaka Kitao
1974, degree, Keio University, Japan; 1978, degree, Cambridge University, UK. 1974, with Nomura Securities; 1989, Managing Director, Wasserstein Perella & Company International, London; 1991, Director, Nomura Wasserstein Perella; 1992, General Manager, Department III, Corporate Finance and Services, Nomura Securities; 1995, Executive Vice-President and Chief Financial Officer, SoftBank; since 2005, Representative Director, President and CEO, SBI Holdings.
current job
Acquisitions20
Leveraged Commentary & Data acquired by Morningstar
acquirer
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Leveraged Commentary & Data
Leveraged Commentary & Data provides news and analytics for financial markets.
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Praemium acquired by Morningstar
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type
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Praemium
Praemium provides investment platforms, portfolio administration, CRM and financial planning tools to the wealth management industry.
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Moorgate Benchmarks acquired by Morningstar
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Moorgate Benchmarks
Moorgate Benchmarks helps index providers and product issuers create new products.
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Exits8
YCharts
YCharts provides investment research tools.
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Bundle
Bundle provides real data-based ratings for businesses, helping people make informed decisions about where to spend their money.
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Owler
Owler is the world's largest community-driven business information and insights platform.
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People
Founders1
Joseph Mansueto
Joe Mansueto founded Morningstar in 1984. He has served as chairman since the company’s inception and as chief executive officer from 1984 to 1996 and again from 2000 to present. Under Mansueto’s leadership, Morningstar has been named twice to Fortune magazine’s “100 Best Companies to Work For” list, in 2011 and 2012. The Chicago Tribune recognized Morningstar as one of the top 100 workplaces in the Chicago area in 2010, 2011, and 2012, and Crain’s Chicago Business listed Morningstar in its Fast Fifty feature in 2007, 2008, 2009, and 2011. Morningstar won the 2010 AIGA Chicago Chapter Corporate Design Leadership Award, which recognizes forward-thinking organizations that have advanced design by promoting it as a meaningful business policy. Mansueto was the recipient of the PLANSPONSOR Lifetime Achievement Award in 2013. In 2010, Mansueto received the Tiburon CEO Summit award, MutualFundWire.com named him ninth on its list of the 100 Most Influential People of the year, and Chicago magazine listed Mansueto among its top 40 Chicago pioneers over the past four decades. In 2007, SmartMoney magazine recognized Mansueto in the “SmartMoney Power 30,” its annual list of the 30 most powerful forces in business and finance. He received the Distinguished Entrepreneurial Alumnus Award from the University of Chicago Booth School of Business in 2000
current job
organization founded
Joseph Mansueto
Employee Profiles1502
Daniel Bruns
Svp, head of digital advice at morningstar investment management, llc
Doug Hope
Head of advisor and asset management solutions
Kayla Mcgonagle
Talent and culture business partner
Homaira Mahoutchian
Team leader emea central client service consultant
Activity
Recent News35
The graph reveals the ratio (%) of positive news articles in a chosen time range