Morningstar

Company

Investment-firm

Last deal

$91M

Amount

Private Equity

Stage

09.07.1999

Date

1

all rounds

$91M

Total amount

Financing round

General

About Company
Morningstar is a leading provider of independent investment research and management services globally.

Industry

Sector :

Subsector :

Keywords :

founded date

01.01.1984

Number of employees

Company Type

For Profit

Last funding type

Private Equity

IPO status

Private

Description

Morningstar offers a wide range of products and services for individual investors, financial advisors, asset managers, and retirement plan providers. They provide data, analysis, and insights on various investment offerings, including stocks, mutual funds, and debt securities. Morningstar also offers investment management services through its registered investment advisor subsidiaries, with over $185 billion in assets under advisement and management. The company operates in 29 countries and is known for its extensive line of products and global market data.
Contacts

Contact Email

Phone number

Social url

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Financials

Funding Rounds
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1

Number of Funding Rounds

$91M

Money Raised

Their latest funding was raised on 09.07.1999. Their latest investor SoftBank Group. Their latest round Private Equity

Date 
Funding Round 
Investors 
Money Raised 
Lead 
09.07.1999
1
$91M
Investments
27
Date 
name 
Lead 
type 
Raised 
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No
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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.

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Acquiree Name 
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Moorgate Benchmarks acquired by Morningstar

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Bundle

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People

Founders
1
Joseph Mansueto
Joseph Mansueto

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

Morningstar
Morningstar

organization founded

2

Joseph Mansueto

Employee Profiles
1502
Abby Dryer

Abby Dryer

Director Program Management Office

Bjorn Widerstedt

Bjorn Widerstedt

Head of Product, Office

Daniel Bruns

Svp, head of digital advice at morningstar investment management, llc

Doug Hope

Head of advisor and asset management solutions

Evan Miskella

Vendor and pre-sales manager

Kayla Mcgonagle

Talent and culture business partner

Homaira Mahoutchian

Team leader emea central client service consultant

Brian Cullen

Head of international sales

Activity

Recent News
35
News Timeline

The graph reveals the ratio (%) of positive news articles in a chosen time range

week