Morningstar for fintechs

In an evolving world of fintech, it’s more important than ever to stay competitive. Morningstar’s insights and products can help you build your platform on quality data, create world class digital experiences, and expand your network.

Analyzing Venture Capital Can Help Fintech Success

Examining venture capital data—from flows to sediment—is critical as tech firms plan for the future. Take a closer look at the changing environment.

ESG Investing Growth Shifts Priorities

Sustainability-focused product development has seen a slowdown since the second half of last year. With fewer funds launched and outflows on the rise, who is affected most?

Generative AI’s Impact on the Future of Wealthtech

Artificial intelligence isn’t a cure-all for complexity, but it could simplify investing to some extent.

The Evolving Asset Management Landscape

Be better positioned to help asset managers in today’s evolving climate. Get started by understanding the latest industry insights.

Uncovering Advisor Priorities

How are advisors using technology? Industry experts share their unique perspectives on the factors driving advisor decisions.

Explore Our Products

Empower investor success with reliable data and tools that simplify your day-to-day workflow.

Morningstar Data+Analytics

Morningstar Licensed Data

Coverage of registered and unregistered managed investments from around the world, global company and share class data, and exclusive analytics.

Morningstar Wealth

ByAllAccounts

High-quality investor financial account aggregation and advisor book-of-business data to equip advisors with valuable insights for actionable financial advice and reporting.

Morningstar Indexes

Index Solutions

Indexes across all major asset classes and themes draw on unique IP to unlock emerging opportunities, while providing a robust institutional beta platform for core investing.

Morningstar Institutional Equity Research

Explore fundamental valuations, ratings, and analysis on more than 1,500 public companies worldwide within PitchBook.