Morningstar Direct
Morningstar Direct is an institutional investment analysis platform offering access to comprehensive financial data. It supports portfolio modeling, p...Read more
Market Share of Morningstar Direct
Current Customer(s)
406
Market Share (Est.)
5.84%
Ranking
#6
Top Competitors and Alternatives of Morningstar Direct
The top three of Morningstar Direct’s competitors in the Investment Portfolio Management category are Black Diamond Wealth Platform with 17.04%, Wilshire with 13.62%, eFront with 9.23% market share.
Popular Comparisons
Top Competitors and Alternatives of Morningstar Direct
The top three of Morningstar Direct’s competitors in the Investment Portfolio Management category are Black Diamond Wealth Platform with 17.04%, Wilshire with 13.62%, eFront with 9.23% market share.
Morningstar Direct vs Black Diamond Wealth Platform
Morningstar Direct vs Wilshire
Morningstar Direct vs eFront
Morningstar Direct vs Natixis
Morningstar Direct vs Invesco
Morningstar Direct vs Cboe
Morningstar Direct vs Charles River Investment Management Solution (IMS)
Morningstar Direct vs SEI
Customers of Morningstar Direct
Around the world in 2025, over 406 companies have started using Morningstar Direct as Investment Portfolio Management tool.
| Customers | Employee Range | City | Region | Country | Social Links |
|---|---|---|---|---|---|
| John Hancock | 10,000+ | Boston | Massachusetts | United States |     |
| BNL | 10,000+ | Rome | Latium | Italy | |
| Prudential | 10,000+ | Newark | New Jersey | United States | |
| CIBC | 10,000+ | Toronto | Ontario | Canada | |
| Bank Of America | 10,000+ | Charlotte | North Carolina | United States | |
| Commonwealth Bank Of Australia | 10,000+ | Sydney | New South Wales | Australia | |
| FIS | 10,000+ | Jacksonville | Florida | United States | |
| Fifth Third Bank | 10,000+ | Cincinnati | Ohio | United States | |
| Ameriprise Financial, Inc. | 10,000+ | Minneapolis | Minnesota | United States | |
| Macquarie Group | 10,000+ | Sydney | New South Wales | Australia | |
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Morningstar Direct Customers by Products and Services
The top three products and services offering customers that use Morningstar Direct for Investment Portfolio Management are Wealth Management (103), Investment Management (86), Retirement Planning (59).
Customers
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Morningstar Direct Customers by Employee Size
The majority of Morningstar Direct's customers for the investment-portfolio-management category fall in the company size of 10,000+ employees (72 companies), 1,000 - 4,999 employees (72 companies), 20 - 49 employees (66 companies).
Employee Size
Morningstar Direct Customers by Geography
The top three geographies of Morningstar Direct for investment-portfolio-management are the United States with 283(74.67%), Canada with 23(6.07%), United Kingdom with 21(5.54%) customers respectively.
Customers
Employees of Morningstar Direct
Also see other Products/Services by Morningstar Direct in:
FAQ
Find answers to the most often asked questions by users.
Who are the top Morningstar Direct competitors?
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.
What is Morningstar Direct customer distribution based on company size?
What is Morningstar Direct market share in the investment-portfolio-management?
What are the top countries that use Morningstar Direct?
What are the top industries that use Morningstar Direct?
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