# Morningstar, Inc. — Vendor Intelligence Profile
> Source: Vedex (https://vedex.ai) | Generated: 2026-10-05T08:38:03.454Z

## Overview

- **Vendor Type**: data_provider
- **Headquarters**: Chicago, Illinois
- **Year Founded**: 1984
- **Employee Count**: 12000
- **Description**: Morningstar, Inc. is a leading provider of independent investment research, data, and software solutions for investors, financial advisors, and institutions globally. The company offers a comprehensive suite of products that include investment analysis, portfolio management software, retirement solutions, and credit ratings, helping market participants make informed financial decisions.
- **Slogan**: Empowering investor success.
- **Domain**: morningstar.com
- **Contact Email**: info@morningstar.com
- **Company Website**: https://www.morningstar.com/

## Categories & Sectors

- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Credit Ratings, Retirement Planning
- **Sectors**: Asset Management, Wealth Management, Banking, Insurance

## Marketplace Presence

- **Source Platforms**: conference:fima_us_2024, exchange_etf_vegas_2026, fund_flows_vendor_landscape, databricks_marketplace
- **Platform Count**: 2
- **Delivery Methods**: REST API, SFTP, S3 Bucket, Snowflake Share, Web UI download
- **Geographic Coverage**: Global

## Intelligence Scores

- **Vendor Score**: 69.6
- **Market Presence**: 54
- **Trust & Compliance**: 100
- **Integration**: 62.8
- **AI Readiness**: 38
- **Business Maturity**: 100
- **Support & Operations**: 80.8

## Trust & Compliance (vendor-reported)

> These are the vendor's own attestations as collected from public sources, not Vedex's. Verify directly with the vendor.

- **Trust Score**: 100/100 (based on vendor-reported attestations, not verified by vedex)
- **SOC 2 Type II**: Yes (current report available)
- **ISO 27001 Certified**: Yes (with certificate date)
- **GDPR Compliance**: Fully compliant (DPA available)
- **Encryption Standards**: AES-256 for data at rest and TLS 1.2+ for data in transit
- **Penetration Testing**: Annual third-party penetration testing and continuous vulnerability scanning
- **Historical Breach Record**: No public incident found in our search (unverified)
- **Data Residency Options**: US, EU, UK, APAC
- **Written Compliance Policies**: Data privacy, Insider trading, Intellectual property, Information security, Anti-corruption, Whistleblowing

## AI & ML Readiness

- **LLM-Friendly Output Formats**: Structured JSON with schemas
- **File Formats Supported**: CSV, JSON, XML, Excel
- **SDK Languages**: Python, Java, .NET

## Business & Funding

- **Funding Stage**: Public
- **Estimated ARR Range**: $100M+
- **Key Customers**: Vanguard, BlackRock, Fidelity, Charles Schwab
- **Key Partnerships**: AWS, Microsoft Azure, Salesforce

## Competitors

- **Competitors**: Cbonds, Exchange Data International, FinPricing, Finnworlds

## Products

### Morningstar Investment Research
Independent research, ratings, and analysis on mutual funds, ETFs, and stocks.
- **Pricing**: $32,500
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-investment-research-070e0e/llms.txt

### Morningstar Fundamentals
Excellent for investment research and portfolio-level fundamental analysis.
- **Pricing**: Contact for pricing
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-fundamentals-189f6e/llms.txt

### Morningstar Real-Time Global Market Data
Real-time market data feed covering global investment offerings including stocks, mutual funds, and ETFs.
- **Pricing**: $32,500
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-real-time-global-market-data-7c0bf2/llms.txt

### ESG Risk Ratings - Indicators
Indicators score a company's performance by evaluating the corporate governance pillar, management & event indicators.
- **Pricing**: $32,500
- **Free**: No
- **Categories**: CLIMATE_AND_ENVIRONMENT
- **Link**: https://vedex.ai/products/esg-risk-ratings-indicators-a65514/llms.txt

### Morningstar Global Fund Flows
Data on mutual fund and ETF flows globally
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-global-fund-flows-03fee3/llms.txt

### Morningstar Fixed Income Data
Bond and fixed income securities data
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-fixed-income-data-09cb35/llms.txt

### Morningstar Ownership Data
Institutional ownership and fund holdings data
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-ownership-data-0fcbb4/llms.txt

### Morningstar Data Feeds
Direct data delivery service for institutional clients.
- **Pricing**: $25,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-data-feeds-159056/llms.txt

### Morningstar Licensed Data
Comprehensive investment data covering managed investments, equities, and fixed income for research and portfolio construction.
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-licensed-data-183170/llms.txt

### Morningstar Retirement Solutions
Tool designed for retirement planning and analysis.
- **Pricing**: $15,000
- **Free**: No
- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Retirement Planning
- **Link**: https://vedex.ai/products/morningstar-retirement-solutions-1a3ce2/llms.txt

### ESG Risk Ratings - Beta Indicators
Beta Indicators provide the signals of the regular, special & event indicators that contribute to a company's exposure.
- **Pricing**: $32,500
- **Free**: No
- **Categories**: CLIMATE_AND_ENVIRONMENT
- **Link**: https://vedex.ai/products/esg-risk-ratings-beta-indicators-1cc4f8/llms.txt

### Morningstar Office
Practice management software for financial advisors.
- **Pricing**: $3,000
- **Free**: No
- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Wealth Management Software
- **Link**: https://vedex.ai/products/morningstar-office-219f5c/llms.txt

### Morningstar Premium
Subscription service providing access to premium investment research.
- **Pricing**: $174.5
- **Free**: No
- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Credit Ratings, Retirement Planning
- **Link**: https://vedex.ai/products/morningstar-premium-26f89d/llms.txt

### Morningstar Portfolio Manager
Turnkey asset management program (TAMP) offering.
- **Pricing**: $10,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-portfolio-manager-2fb6c7/llms.txt

### Morningstar Advisor Workstation
Platform designed for financial advisors.
- **Pricing**: $1,981
- **Free**: No
- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Wealth Management
- **Link**: https://vedex.ai/products/morningstar-advisor-workstation-30dd95/llms.txt

### Morningstar Manager Research
Research reports on investment managers and strategies.
- **Pricing**: $5,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-manager-research-3c40f5/llms.txt

### Morningstar Rating
Well-known proprietary quantitative fund rating system.
- **Pricing**: $150
- **Free**: No
- **Categories**: Financial Data, Fund Ratings, Investment Research, Portfolio Analytics
- **Link**: https://vedex.ai/products/morningstar-rating-3ecdac/llms.txt

### Morningstar Investment Profiles
Standardized investment profiles for funds and securities
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-investment-profiles-3fd5af/llms.txt

### Morningstar Stewardship Grade
Assessment of fund management quality and shareholder alignment
- **Pricing**: $15,000
- **Free**: No
- **Categories**: ESG, Financial Data, Fund Ratings, Investment Research, Portfolio Analytics
- **Link**: https://vedex.ai/products/morningstar-stewardship-grade-43eaa7/llms.txt

### PitchBook
Data platform for private equity and venture capital, acquired by Morningstar.
- **Pricing**: $12,000
- **Free**: No
- **Categories**: Financial Data, Investment Research, M&A Intelligence, Private Equity, Venture Capital
- **Link**: https://vedex.ai/products/pitchbook-47f823/llms.txt

### Controversies Research
This uses smart technologies to identify ESG-related incidents that are used by investors to manage reputational risks.
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/controversies-research-4a9bec/llms.txt

### US Fundamental Data
Fundamental financial data for stocks, mutual funds, and other investment vehicles.
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/us-fundamental-data-511ff7/llms.txt

### Morningstar Portfolio Risk Models
Risk modeling and analytics tools for portfolio construction
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-portfolio-risk-models-551f76/llms.txt

### Morningstar Fundamentals
Financial statement data and fundamental analysis metrics
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-fundamentals-564268/llms.txt

### Morningstar Managed Portfolios
Model portfolio solutions for advisors and institutions
- **Pricing**: $249
- **Free**: No
- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Asset Management
- **Link**: https://vedex.ai/products/morningstar-managed-portfolios-56d3cb/llms.txt

### Morningstar Market Insights
Provides market analysis and insights for investors.
- **Pricing**: $5,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-market-insights-5ce959/llms.txt

### Morningstar Sustainability Rating
Proprietary ESG score for funds based on underlying holdings.
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-sustainability-rating-6198a5/llms.txt

### ESG Risk Ratings - MEI
MEI provides risk decomposition and comparative fields for the global universe and subindustry peers.
- **Pricing**: $32,500
- **Free**: No
- **Categories**: CLIMATE_AND_ENVIRONMENT
- **Link**: https://vedex.ai/products/esg-risk-ratings-mei-6776c7/llms.txt

### Morningstar Analyst Ratings
Ratings provided by Morningstar analysts for funds, based on qualitative assessments
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-analyst-ratings-692ed2/llms.txt

### Morningstar Real-Time
Real-time market data and news feeds
- **Pricing**: $185
- **Free**: No
- **Categories**: Financial Data, Market Data, Investment Research, Portfolio Analytics
- **Link**: https://vedex.ai/products/morningstar-real-time-6b182d/llms.txt

### Morningstar Investor
Research platform for individual investors featuring qualitative analyst research, ratings, and portfolio tools.
- **Pricing**: $249
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-investor-6b53eb/llms.txt

### Morningstar Economic Moat
Proprietary assessment of companies' competitive advantages
- **Pricing**: $249
- **Free**: No
- **Categories**: Competitive Intelligence, Equity Analysis, Financial Data, Investment Research
- **Link**: https://vedex.ai/products/morningstar-economic-moat-6f6413/llms.txt

### Morningstar Quantitative Ratings
Quantitative assessment scores for stocks and funds based on algorithmic models
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-quantitative-ratings-71e043/llms.txt

### Sustainalytics ESG Data
Morningstar acquired Sustainalytics; their ESG research is a core product offering.
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/sustainalytics-esg-data-73b8cc/llms.txt

### Equity Data
Detailed equity market data and company financial information.
- **Pricing**: $15,000
- **Free**: No
- **Categories**: Financial Data, Investment Research, Fundamental Data, Market Data
- **Link**: https://vedex.ai/products/equity-data-7687b4/llms.txt

### Morningstar Sustainalytics
ESG research, ratings, and data provider acquired by Morningstar.
- **Pricing**: $15,000
- **Free**: No
- **Categories**: ESG Data, Financial Data, Investment Research, Risk Management
- **Link**: https://vedex.ai/products/morningstar-sustainalytics-781c4f/llms.txt

### Morningstar Market Data
Real-time and historical market data feeds
- **Pricing**: $10,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-market-data-811b38/llms.txt

### Morningstar Credit Ratings
Credit rating and analysis services.
- **Pricing**: $25,000
- **Free**: No
- **Categories**: Credit Ratings, Financial Data, Fixed Income Research, Risk Management
- **Link**: https://vedex.ai/products/morningstar-credit-ratings-8f77a3/llms.txt

### Morningstar Data
Comprehensive and independent investment data and research for institutional and retail clients.
- **Pricing**: $15,000
- **Free**: No
- **Categories**: Credit Ratings, Financial Data, Fund Data, Investment Research, Portfolio Analytics
- **Link**: https://vedex.ai/products/morningstar-data-926cb5/llms.txt

### Morningstar Portfolio Pillar Scores
Objective calculations providing complementary data to the Portfolio Sustainability Score.
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-portfolio-pillar-scores-94114e/llms.txt

### Morningstar ESG Ratings
Recalled as part of their sustainability offerings in financial contexts
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-esg-ratings-947d2b/llms.txt

### Morningstar Investment Management
Managed portfolios and investment consulting services.
- **Pricing**: $25,000
- **Free**: No
- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Retirement Planning
- **Link**: https://vedex.ai/products/morningstar-investment-management-9848ef/llms.txt

### Morningstar Alternative Investment Data
Data on hedge funds, private equity, and other alternative investments
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-alternative-investment-data-987ca3/llms.txt

### Morningstar ByAllAccounts
Account aggregation service for financial data.
- **Pricing**: $5,000
- **Free**: No
- **Categories**: Financial Data, Portfolio Analytics, Wealth Management, Account Aggregation
- **Link**: https://vedex.ai/products/morningstar-byallaccounts-a277c9/llms.txt

### Reference Data
Comprehensive reference data for global equities and fixed income instruments.
- **Pricing**: $10,000
- **Free**: No
- **Categories**: Reference Data, Security Master Data, Fixed Income Data, Corporate Actions
- **Link**: https://vedex.ai/products/reference-data-a9b1f6/llms.txt

### ESG Risk Ratings - Clusters
Clusters cluster level scores, by Environment, Social and Governance, under the ESG Risk Rating.
- **Pricing**: $32,500
- **Free**: No
- **Categories**: CLIMATE_AND_ENVIRONMENT
- **Link**: https://vedex.ai/products/esg-risk-ratings-clusters-ac42bf/llms.txt

### Morningstar ESG Risk Ratings
Provides environmental, social, and governance risk ratings.
- **Pricing**: $15,000
- **Free**: No
- **Categories**: ESG Data, Financial Data, Investment Research, Portfolio Analytics
- **Link**: https://vedex.ai/products/morningstar-esg-risk-ratings-b1d42f/llms.txt

### Morningstar API
Comprehensive and independent investment data and research for institutional and retail clients.
- **Pricing**: $15,000
- **Free**: No
- **Categories**: Credit Ratings, Financial Data, Fund Data, Investment Research, Portfolio Analytics, Retirement Planning
- **Link**: https://vedex.ai/products/morningstar-api-b41ee2/llms.txt

### Morningstar Indexes
Proprietary index family used for benchmarking.
- **Pricing**: $15,000
- **Free**: No
- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Index Data
- **Link**: https://vedex.ai/products/morningstar-indexes-b48709/llms.txt

### Morningstar Equity Data
Detailed equity market data used by asset managers, media companies, and broker-dealers.
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-equity-data-bd8244/llms.txt

### Morningstar Portfolio X-Ray
Portfolio management and analysis software for individual investors.
- **Pricing**: $249
- **Free**: No
- **Categories**: Asset Management, Financial Data, Investment Research, Portfolio Analytics, Retirement Planning
- **Link**: https://vedex.ai/products/morningstar-portfolio-x-ray-c31980/llms.txt

### Morningstar Cloud
Cloud-based data delivery and API platform for institutional clients
- **Pricing**: $25,000
- **Free**: No
- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Credit Ratings, Market Data
- **Link**: https://vedex.ai/products/morningstar-cloud-c6acc8/llms.txt

### Morningstar Style Box
Famous 3x3 grid classification system for investment style (value/blend/growth and market cap)
- **Pricing**: $249
- **Free**: No
- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Equity Data
- **Link**: https://vedex.ai/products/morningstar-style-box-cfce99/llms.txt

### Morningstar Global Risk Model
Risk modeling and analytics platform
- **Pricing**: $25,000
- **Free**: No
- **Categories**: Financial Data, Portfolio Analytics, Risk Management, Investment Research
- **Link**: https://vedex.ai/products/morningstar-global-risk-model-d4504d/llms.txt

### ESG Risk Ratings - Analyst Views (AV)
Qualitative assessment of a company's ESG Risk Rating performance on relevant Material ESG issues.
- **Pricing**: $32,500
- **Free**: No
- **Categories**: CLIMATE_AND_ENVIRONMENT
- **Link**: https://vedex.ai/products/esg-risk-ratings-analyst-views-av-d8ded6/llms.txt

### Morningstar Data for Funds
Provides comprehensive data on mutual funds and ETFs.
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-data-for-funds-d985b2/llms.txt

### Morningstar Principia
Older desktop investment analysis software (may still be offered)
- **Pricing**: $445
- **Free**: No
- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Fund Data
- **Link**: https://vedex.ai/products/morningstar-principia-d9cd52/llms.txt

### Impact Metrics
The IM standard report provides data for 43 metrics, as well as the mapping of the data to impact themes and the SDGs.
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/impact-metrics-db7429/llms.txt

### Morningstar Fund Flows
Data on mutual fund and ETF flows globally
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-fund-flows-df206a/llms.txt

### Morningstar Portfolio Construction
Portfolio optimization and construction tools
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-portfolio-construction-df71c3/llms.txt

### Morningstar Research Portal
Research platform for accessing Morningstar's investment research
- **Pricing**: $2,500
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-research-portal-df8dc4/llms.txt

### Morningstar Quantitative Research
Quantitative models and factor research
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-quantitative-research-e0f2f3/llms.txt

### Morningstar Enterprise Components
Modular data and analytics components for enterprise integration
- **Pricing**: $25,000
- **Free**: No
- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Credit Ratings, Retirement Planning
- **Link**: https://vedex.ai/products/morningstar-enterprise-components-e275a5/llms.txt

### Model Portfolio Returns Data
Data regarding model portfolio performance and returns.
- **Pricing**: $15,000
- **Free**: No
- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Performance Benchmarking
- **Link**: https://vedex.ai/products/model-portfolio-returns-data-e3060c/llms.txt

### Morningstar Investor Portfolio Tools
Portfolio management and analysis software for individual investors.
- **Pricing**: $249
- **Free**: No
- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Retirement Planning
- **Link**: https://vedex.ai/products/morningstar-investor-portfolio-tools-e37085/llms.txt

### Morningstar Direct
Flagship investment analysis and research platform.
- **Pricing**: $10,000
- **Free**: No
- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Fund Data, Asset Management
- **Link**: https://vedex.ai/products/morningstar-direct-ec1913/llms.txt

### Morningstar Ratings
MEI provides risk decomposition and comparative fields for the global universe and subindustry peers.
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-ratings-f0f9d6/llms.txt

### ESG Risk Ratings - Focus
Focus summarizes ESG performance, risk building blocks, and comparative fields for the global universe and peers.
- **Pricing**: $32,500
- **Free**: No
- **Categories**: CLIMATE_AND_ENVIRONMENT
- **Link**: https://vedex.ai/products/esg-risk-ratings-focus-f38c9e/llms.txt

### Morningstar PitchBook
Subsidiary providing data on private equity, venture capital, and M&A.
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-pitchbook-f73c80/llms.txt

### Morningstar Market Intelligence
Market data and analytics service for financial institutions
- **Pricing**: $15,000
- **Free**: No
- **Link**: https://vedex.ai/products/morningstar-market-intelligence-f79317/llms.txt

### Morningstar Real Assets
Data and research on real assets like real estate and infrastructure
- **Pricing**: $15,000
- **Free**: No
- **Categories**: Financial Data, Investment Research, Portfolio Analytics, Real Estate Data, Infrastructure Data
- **Link**: https://vedex.ai/products/morningstar-real-assets-fd1f8e/llms.txt

### Morningstar Research
In-depth equity analysis and research reports on companies worldwide
- **Pricing**: $2,500
- **Free**: No
- **Categories**: Equity Analysis, Financial Data, Fundamental Data, Investment Research
- **Link**: https://vedex.ai/products/morningstar-research-ff4537/llms.txt

## Links

- Vedex Profile: https://vedex.ai/vendor/morningstar-38afa9
- Due Diligence: https://vedex.ai/due-diligence/morningstar-38afa9