Review (April 2024)

Our independent research, ratings, and tools are helping people across the investing ecosystem write their own financial futures.

1.3B

Estimated Revenue

7.95M

Website Visitors

2/5

Trustpilot Score

What do we know about Morningstar?

Estimated Revenue (2020)

$1.3B

Total Employees

8000

Founded

1984

Industry

Financial Services

Location

Chicago, United States

About

Morningstar: Power enterprise analysis with quality market data and automation tools with Morningstar Commodities and Energy.

Social Links

Alexa Ranking: 3371

What is Morningstar's Revenue?

Morningstar's estimated revenue for 2023 is $1.3B.

What does Morningstar do?

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $215 billion in assets under advisement and management as of Sept. 30, 2020. The Company has operations in 29 countries.

What are the monthly traffic metrics for Morningstar?

6/mo Traffic Growth

-5.10%

All Time Traffic Growth

Create Free Account

Monthly Hits

8M

Time on Site

6.9Mins

Bounce Rate

39%

How fast is Morningstar growing?

Morningstar has grown by 11.9% in the last 6 months according to SimilarWeb.

How do people interact with Morningstar?

Last month, Morningstar received 8M visitors who spent an average of 6.9 minutes on the website and visited 4.0 different pages per session. Overall, 39% of people bounce on the first visit.

How do people find Morningstar?

4.9M people (62%) visit Morningstar directly. 2M (25%) people search for them in Google. Whereas, 74.1k (1%) discover Morningstar through Facebook, Reddit, and YouTube. 229.8k (3%) visitors come from Morningstar's email newsletters. Finally, 11.2k (0.1%) people come from affiliates and or paid referrals.

Who uses Morningstar?

Morningstar's top market is the United States and they receive 5.6M (70.9%) people.
Then the 2nd is Canada with 258.2k (3.2%).
The 3rd is is United Kingdom with 211.7k (2.7%).

Traffic Growth (last 6 months)

All Traffic Source

Country Share

Traffic Growth (last 12 months)

See 12/mo Traffic Stats

What are Morningstar's ads on Google?

Google Ads

Morningstar Research - Investment Analysis

https://www.morningstar.com/premium

Get free unlimited access to our independent analysis and tools for 14 days. See current top mutual fund, stock, and ETF picks from Morningstar’s 150+ analysts. 14-Day Free Trial. Informational Articles. Premium Features. Independent Research. Top Investment Picks.

Morningstar® Research | Investment Ratings & Analysis‎

https://www.morningstar.com/premium

Actionable Insights From Top Analysts. Find the Best Mutual Funds With Premium. 14-Day Free Trial. Top Investment Picks. Independent Research. Informational Articles. Portfolio Analysis. Premium Offerings. Services: Bond Ratings, Fund Ratings, Independent

Morningstar® Premium | Investment Ratings & Analysis‎

http://www.morningstar.com/members/morningstarpremium.html

Find New Investment Ideas With A Yearly Membership For Only $99 - Regularly $199 Premium Offerings · Portfolio Analysis · Top Investment Picks · Independent Research Services: Bond Ratings, Fund Ratings, Independent Reviews, Investment Insights, Portfolio

Morningstar® Research - Mutual Funds & Investments

https://www.morningstar.com/premium

See current top mutual fund, stock, and ETF picks from Morningstar’s 150+ analysts. Our Reliable Data & Analysis Can Help Both Experienced Enthusiasts & Newcomers. Premium Features. Portfolio Analysis. Independent Research. 14-Day Free Trial. Informational Articles.

Morningstar® Research | Unlock Premium Today‎

https://www.morningstar.com/premium

Actionable Insights From Top Analysts. Find the Best Mutual Funds With Premium. Independent Research. Informational Articles. Premium Offerings. Investment Tools. Portfolio Analysis. Top Investment Picks. 14-Day Free Trial. Services: Bond Ratings, Fund Ra

What do Morningstar's customers say about them?

Review Score

2/5

Total Reviews

36

Info

Morningstar
5 Star
10.0%
4 Star
5.0%
3 Star
5.0%
2 Star
15.0%
1 Star
65.0%
Read reviews that mention
Étienne Lareau

Invest is a better tool, certainly not Morningstar

Reviewed on 2021-03-03T20:30:48

The Canadian version of the Premium platform is useless. Graphs don't work, it is not possible to import trades,the interface is beyond dated, even your profile information section is broken. Don't waste your money, this tool needs a MAJOR overhaul before providing any value for portfolio management.
read more
Jane Duncan

Hopeless

Reviewed on 2021-01-19T18:58:05

Hopeless. Hopeless. Hopeless. Signed up for a Premium subscription for their UK site, twice.Tried to use their x-ray tool, but couldn't get it to work. Kept on getting a runtime error. Tried to access securities through the stock screener, using three different browsers and couldn't. Took multiple screenshots, phoned numerous times, wrote numerous emails. At one stage, I granted their tech team access to my laptop to take screenshots of the problems. No-one got back to me with feedback. In other phone calls they told me that the developers were working on the x-ray issue, and that's the last I heard of that problem. Three weeks down the line I cancelled my membership. Got sick and tired of writing emails, taking screenshots, phoning, being put through the Mumbai office, etc etc.
read more
Steve K

Failed IT and failed help desk

Reviewed on 2020-11-11T16:17:11

Tried to get a premium trial but the payment system wouldn't accept any of my cards so I didn't even start it.14 days later they tried to take money from my account. I wrote to them explaining that I hadn't had the trial because their IT had failed. The "help" centre sent me a stock response saying they always take money after the trial period has ended and that I couldn't have a refund, but they would turn off the auto renew. They then closed the help ticket so I couldn't reply to tell them that they hadn't bothered to read my original email.
read more
Mr John Brittaine

Appalling service

Reviewed on 2020-10-21T11:49:15

I have rang the UK Morningstar head office number in London (as per Google search)and tried various options such as zero to speak to reception, 2 to speak to help with the website and on all four occasions my call has been cut off before speaking to anybody. I then called a sales telephone number for Morningstar which ended up in Mumbai, I explained my problem and then the line went dead. I rang back again and explained the problem to the Mumbai office for a second time and they did not seem particularly bothered that my phone call kept getting cut off. I then tried to sign up to the Premium service as Morningstar no longer allow Financial Express access to the their fund research sheets, hence forcing us to subscribe to a service with them but the website gave a message stating that it was experiencing issues creating the premium subscription so was unsuccessful. So far I have wasted an hour and have got absolutely nowhere. Zero customer service, that is if you can get through and not get cut off. Amazing to think Morningstar charge fund management groups to interview them and publish their results only to make these result nigh-on-impossible for Financial Advisers to access.
read more
Mike Winfrey

Morningstar Premium not worth it

Reviewed on 2020-10-13T17:22:00

I have been a Morningstar Premium customer for 10+ years. This morning the company had a major software problem dropping at least my account update (not sure how many more).This is the 4th problem with my Premium account - the prices are right, the shares are right, but my daily portfolio calculations and totals did not work. In addition, there are no "look back" tools (what was my account on 12/31/19 vs now) but it is "in development". I'm done - Personal Capital rates #1 in the five surveys I've read - Morningstar only rates #3 in one. I canceled this morning and we'll see how it goes at Personal Capital.
read more
M T

Great resource for traders

Reviewed on 2020-09-24T19:00:48

Great resource for traders. They offer excellent content for investors of all skill levels.
Eugenio Leijten

I opted for a free 14 day trial service…

Reviewed on 2020-08-11T14:55:48

I opted for a free 14 day trial service in good faith. Managed to cancel within the 14 days and guess what,they still took my money! Avoid, avoid, avoid.
read more
James “Jamie” Duncan

Great clearing company

Reviewed on 2020-07-25T22:09:00

Great clearing company, keeps you informed online and on the phone if that's what you prefer,great company.
read more

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