Morningstar

Morningstar, Inc. is a prominent global financial services firm founded in 1984 by Joe Mansueto in Chicago, Illinois. The company started with a mission to provide independent information about mutual funds and has since grown into a billion-dollar enterprise with over 10,000 employees. Morningstar serves more than three million individual investors, around 100,000 financial advisors, and 500 institutional clients across 16 countries, including banks, brokerage firms, and retirement plan providers.

Morningstar offers a wide range of services, including independent investment research covering approximately 100,000 investment options, ratings and analytical tools like the Morningstar Rating™ and Morningstar Style Box™, and asset management services. The firm also provides investment consulting and retirement planning tools, along with private market and ESG research through its acquisitions of PitchBook Data, Inc. and Sustainalytics. Morningstar's mission is to empower investors to make informed decisions and achieve financial success, maintaining a commitment to independent investment philosophy throughout its evolution.