Morningstar
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Investment Firm
Overview
Morningstar provides independent investment research to investors worldwide.
It offers internet, software, and print-based products for individuals, financial advisors, and institutions. It also supplies asset-management services to advisors, institutions, and retirement-plan participants.
Morningstar was founded in 1984 and is headquartered in Chicago, Illinois.
Highlights
Founded
1984
Industry
Enterprise Software
Employees
10001+
Investment
30
Lead Investment
10
Exits
8
Stages
Early Stage Venture, Late Stage Venture, Seed
Investor Type
Private Equity Firm
Location
United States, North America
Contact Information
Social
Profile Resume
Morningstar, established in 1984 and headquartered in United States, North America., specializes in Early Stage Venture, Late Stage Venture, Seed investments across Venture Capital, Finance, Analytics, Software, SaaS, Mobile Apps, Consulting, Social Media, Financial Services, FinTech. The organization boasts a portfolio of 30 investments, with an average round size of $17.3M and 8 successful exits. Their recent investments include PitchBook, Gomez, Dolphin Equity Partners, YCharts, I2A Fund. The highest investment round they participated in was $56.0B. Among their most notable exits are PitchBook and Gomez. Explore their portfolio in detail, see who is connected to them, and find their contact information on our platform.
Employees
Investment portfolio
Morningstar has made 30 investments. Their most recent investment was on Feb 23, 2023, when Optix raised $1.8M.
Morningstar has made 7 diversity investments. Their most recent diversity investment was on Apr 06, 2022, when Ellevest raised $53.0M.
investments
30
Diversity investments
7
Lead investments
10
Number of exits
8
Investments
30
| Annouced Date | Organization Name | Industry | Money Raised |
|---|---|---|---|
| Apr 06, 2022 | Ellevest | Financial Services | 53.0M |
| May 03, 2022 | - | - | 30.0M |
| May 12, 2022 | TIFIN | Financial Services | 109.0M |
| Feb 23, 2023 | Optix | Trading Platform | 1.8M |
EllevestExits
8
Funding Timeline
Funding rounds
30
Investors
1
Funds
0
Funding Rounds
30
Morningstar has raised 30 rounds. Their latest funding was raised on Feb 23, 2023 from a Venture Round - Optix round.
| Annouced Date | Transaction Name | Number of Investors | Money Raised | Lead Investor |
|---|---|---|---|---|
| Apr 06, 2022 | Series B - Ellevest | - | 53.0M | - |
| May 03, 2022 | Series D - SMArtX Advisory Solutions | - | 30.0M | - |
| May 12, 2022 | Series D - TIFIN | - | 109.0M | - |
| Feb 23, 2023 | Venture Round - Optix | - | 1.8M | - |
Investors
1
| Investor Name | Lead Investor | Funding Round | Money Raised |
|---|---|---|---|
| - | No | Private Equity Round - Morningstar | 91.0M |
Fund raised
2
Susa Ventures has raised a total of $590M across 6 funds, their latest being Susa Ventures Opportunities II. This fund was announced on Aug 30, 2021 and raised a total of $250M.
| Annouced Date | Fund Name | Money Raised |
|---|---|---|
| May 10, 2013 | OTPPLESS | 1.0M |
| May 11, 2013 | OTPPLESS | 1.0M |
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