Question 1

Who are the top Morningstar Direct competitors?

Accepted Answer

Morningstar Direct’s Top competitors in the investment-portfolio-management category are Black Diamond Wealth Platform, Wilshire, eFront. You can view a full list of Morningstar Direct competitors here. 6sense uses advanced data mining and AI algorithms to track customers and competitors of Morningstar Direct and 40,000 other technologies on the internet. You can also compare Morningstar Direct and its feature with top competitors here : Morningstar Direct vs Black Diamond Wealth Platform Morningstar Direct vs Wilshire Morningstar Direct vs eFront.

Question 2

What is Morningstar Direct customer distribution based on
            company size?

Accepted Answer

The majority of Morningstar Direct’s customers for the investment-portfolio-management category fall in the company size of 1,000 - 4,999 employees (75 companies). You can view a distribution chart of Morningstar Direct customers by company size here.

Question 3

What is Morningstar Direct market share in the
            investment-portfolio-management?

Accepted Answer

Morningstar Direct has market share of
            5.94%
            in investment-portfolio-management market.
            Morningstar Direct competes
            with 42 competitor tools in
            investment-portfolio-management category. The top alternatives for
            Morningstar Direct investment-portfolio-management tool are
            Black Diamond Wealth Platform with
                16.59%, Wilshire with
                13.72%, eFront with
                9.20% market share.

Question 4

What are the top countries that use Morningstar Direct?

Accepted Answer

Around the world in 2025, over
          425 companies
          have started using Morningstar Direct as
          investment-portfolio-management tool. Companies using
          Morningstar Direct for investment-portfolio-management are majorly
          from United States with
          292 customers.
          73.92% of Morningstar Direct
          customers are from the United States. Other top countries
          using Morningstar Direct are
          Canada and United Kingdom with 25(6.33%) and 23(5.82%) customers respectively.

Question 5

What are the top industries that use Morningstar Direct?

Accepted Answer

Top industries that use Morningstar Direct for
            investment-portfolio-management are Wealth Management (110), Investment Management (86), Asset Management (62).

Technology	Domains	Market Share (Est.)	Versus page
Black Diamond Wealth Platform	1186	16.59%	Morningstar Direct vs Black Diamond Wealth Platform
Wilshire	981	13.72%	Morningstar Direct vs Wilshire
eFront	658	9.20%	Morningstar Direct vs eFront
Natixis	631	8.82%	Morningstar Direct vs Natixis
Invesco	582	8.14%	Morningstar Direct vs Invesco
Cboe	362	5.06%	Morningstar Direct vs Cboe
Charles River Investment Management Solution (IMS)	292	4.08%	Morningstar Direct vs Charles River Investment Management Solution (IMS)
Aladdin By Blackrock	253	3.54%	Morningstar Direct vs Aladdin By Blackrock
SEI	241	3.37%	Morningstar Direct vs SEI
Juniper Square	134	1.87%	Morningstar Direct vs Juniper Square
IHS Markit iLevel	132	1.85%	Morningstar Direct vs IHS Markit iLevel
Tegus	124	1.73%	Morningstar Direct vs Tegus
FNZ Group	115	1.61%	Morningstar Direct vs FNZ Group
Equiniti	104	1.45%	Morningstar Direct vs Equiniti
Bloomberg EMSX	95	1.33%	Morningstar Direct vs Bloomberg EMSX
Morningstar Office	92	1.29%	Morningstar Direct vs Morningstar Office
Intelliflo	90	1.26%	Morningstar Direct vs Intelliflo
Intralinks InvestorVision	72	1.01%	Morningstar Direct vs Intralinks InvestorVision
FIS ZaiNet	70	0.98%	Morningstar Direct vs FIS ZaiNet
Allvue	66	0.92%	Morningstar Direct vs Allvue

Customers	Employee Range	City	Region	Country
Raymond James	10,000+	Greensboro	North Carolina	United States
Northern Trust	10,000+	Chicago	Illinois	United States
CIBC	10,000+	Toronto	Ontario	Canada
Bank Of America	10,000+	Charlotte	North Carolina	United States
Bank Of Montreal	10,000+	Toronto	Ontario	Canada
BNP Paribas	10,000+	Paris	Ile-de-France	France
Franklin Resources, Inc.	10,000+	San Mateo	California	United States
Danske Bank	10,000+	Copenhagen	Capital Region	Denmark
Northwestern Mutual	10,000+	Milwaukee	Wisconsin	United States
Morgan Stanley	10,000+	New York City	New York	United States

Morningstar Direct

Market Share of Morningstar Direct

425

5.94%

#6

Top Competitors and Alternatives of Morningstar Direct

Top Competitors and Alternatives of Morningstar Direct

Customers of Morningstar Direct

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Morningstar Direct Customers by Products and Services

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Morningstar Direct Customers by Employee Size

Morningstar Direct Customers by Geography

Employees of Morningstar Direct

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