Morningstar Inc.

Morningstar Inc. is a global provider of independent investment insights and research, headquartered in Chicago, Illinois and founded in 1984. The company operates through six key segments: Morningstar Data and Analytics, which delivers comprehensive data, research, and investment analysis tools; PitchBook, offering extensive coverage of private capital markets including venture capital, private equity, and merger and acquisition activities; Morningstar Wealth, providing model portfolios, advisor platforms, and wealth management software; Morningstar Credit, supplying credit ratings and analytics for debt securities; Morningstar Retirement, offering retirement planning solutions; and Morningstar Indexes, which provides market benchmarks and index services. Morningstar serves a diverse clientele including individual investors, financial advisors, asset managers, institutional investors, and retirement plan sponsors across more than 40 offices worldwide. The company's platforms and tools leverage proprietary data, independent research, and advanced technology to help investors navigate complex financial markets and make informed decisions. Morningstar's research ratings and recommendations are widely recognized as influential within the asset management and investment advisory industries.