We have data on 2,029 companies that use Morningstar Principia. The companies using Morningstar Principia are most often found in United States and in the Financial Services industry. Morningstar Principia is most often used by companies with 10-50 employees and 1M-10M dollars in revenue. Our data for Morningstar Principia usage goes back as far as 4 years and 5 months.
|Crain Communications, Inc.||crain.com||United States||100M-200M||500-1000|
|Orion Advisor Solutions, LLC||nstar-financial.com||United States||100M-200M||1000-5000|
|TAPROOT FOUNDATION||taprootfoundation.org||United States||1M-10M||50-200|
|Osborne Clarke||osborneclarke.com||United Kingdom||100M-200M||1000-5000|
We use the best scanning techniques combined with advanced data science to monitor the market share of over 5,000 technology products, including Banking & Finance. In the Banking & Finance category, Morningstar Principia has a market share of about 6.0%. Other major and competing products in this category include:
Principia is CD-ROM-based investment research and planning software for financial planners. The modules offered in Principia provide data on mutual funds, stocks, separate accounts, variable annuity/life subaccounts, closed-end funds, defined contribution plans, asset allocation, presentations and education, and exchange-traded funds.
Looking at Morningstar Principia customers by industry, we find that Financial Services (37%), Higher Education (8%), Banking (8%), Computer Software (6%) and Insurance (6%) are the largest segments.
76% of Morningstar Principia customers are in United States and 6% are in United Kingdom.