Companies using Morningstar Office
We have data on 33 companies that use Morningstar Office. The companies using Morningstar Office are most often found in United States and in the Financial Services industry. Morningstar Office is most often used by companies with 10-50 employees and 10M-50M dollars in revenue. Our data for Morningstar Office usage goes back as far as 5 months.
If you’re interested in the companies that use Morningstar Office, you may want to check out Square and PeopleSoft as well.
Who uses Morningstar Office?
| Company | Morningstar |
| Website | morningstar.com |
| Country | United States |
| Revenue | >1000M |
| Company Size | >10000 |
| Company | Fidelity Brokerage Services LLC |
| Website | fidelity.com |
| Country | United States |
| Revenue | >1000M |
| Company Size | >10000 |
| Company | eMoney Advisor |
| Website | emoneyadvisor.com |
| Country | United States |
| Revenue | 200M-1000M |
| Company Size | 500-1000 |
| Company | Asset-Map |
| Website | asset-map.com |
| Country | United States |
| Revenue | 10M-50M |
| Company Size | 10-50 |
| Company | Charles Schwab |
| Website | schwab.com |
| Country | United States |
| Revenue | >1000M |
| Company Size | >10000 |
| Company | Website | Country | Revenue | Company Size |
|---|---|---|---|---|
| Morningstar | morningstar.com | United States | >1000M | >10000 |
| Fidelity Brokerage Services LLC | fidelity.com | United States | >1000M | >10000 |
| eMoney Advisor | emoneyadvisor.com | United States | 200M-1000M | 500-1000 |
| Asset-Map | asset-map.com | United States | 10M-50M | 10-50 |
| Charles Schwab | schwab.com | United States | >1000M | >10000 |
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Morningstar Office Market Share and Competitors in Financial Management
We use the best indexing techniques combined with advanced data science to monitor the market share of over 15,000 technology products, including Financial Management. By scanning billions of public documents, we are able to collect deep insights on every company, with over 100 data fields per company at an average. In the Financial Management category, Morningstar Office has a market share of about 0.1%. Other major and competing products in this category include:
Financial Management
What is Morningstar Office?
Morningstar Office is all-in-one fully integrated practice and portfolio management software for RIA (Registered Investment Advisor) firms. It fully integrates Morningstar data, research and analysis. Its features include client relationship management, portfolio rebalancing, risk profiling, administrative support and more.
Top Industries that use Morningstar Office
Looking at Morningstar Office customers by industry, we find that Financial Services (73%) and Investment Management (7%) are the largest segments.
Top Countries that use Morningstar Office
100% of Morningstar Office customers are in United States.
Distribution of companies that use Morningstar Office based on company size (Employees)
Of all the customers that are using Morningstar Office, a majority (62%) are small (<50 employees), 14% are large (>1000 employees) and 11% are medium-sized.
Distribution of companies that use Morningstar Office based on company size (Revenue)
Of all the customers that are using Morningstar Office, a majority (62%) are small (<$50M), 13% are large (>$1000M) and 0% are medium-sized.
