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
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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
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$3M
Dec 19, 2021
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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.
$47M
Oct 27, 2021
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Frequently Asked Questions about Morningstar
What is Morningstar investing in?
Morningstar has invested in 18 companies including IRALOGIX, Tifin and Ellevest
What company did Morningstar invest in?
Morningstar invested in a total 18 companies including IRALOGIX, Tifin and Ellevest
What are the top 5 investments by Morningstar?
The top companies in which Morningstar invested are IRALOGIX, Tifin, Ellevest, Brewbike and Tifin