Morningstar Investments

Morningstar has invested in 18 companies and its latest investment was IRALOGIX on May 19, 2022

COMPANY

DESCRIPTION

AMOUNT

INVESTMENT DATE

ROUND

EXIT DATE

IRALOGIX is a Pennsylvania-based financial technology company that provides solutions such as IRA recordkeeping and trading for the wealth management industry.
$14.2M
May 19, 2022
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TIFIN is a New York-based fintech company that develops software products such as AI-driven tax and fund administration for wealth and asset management applications.
$109M
May 11, 2022
-
Ellevest is a New York-based robo-advisor platform that offers services such as investment advisory, wealth management, and career coaching for women.
$53M
Apr 05, 2022
-
$3M
Dec 19, 2021
-
TIFIN is a New York-based fintech company that develops software products such as AI-driven tax and fund administration for wealth and asset management applications.
$47M
Oct 27, 2021
-

Frequently Asked Questions about Morningstar

  1. What is Morningstar investing in?

    Morningstar has invested in 18 companies including IRALOGIX, Tifin and Ellevest
  2. What company did Morningstar invest in?

    Morningstar invested in a total 18 companies including IRALOGIX, Tifin and Ellevest
  1. What are the top 5 investments by Morningstar?

    The top companies in which Morningstar invested are IRALOGIX, Tifin, Ellevest, Brewbike and Tifin