List of Morningstar Direct Customers

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Logo Customer Industry Empl. Revenue Country Vendor Old Product New Product Category When SI
Aviva Investors Banking and Financial Services 1000 $448M United Kingdom Morningstar Legacy Morningstar Direct Portfolio and Investment Management 2020 n/a
BMO Nesbitt Burns Banking and Financial Services 2000 $3.2B Canada Morningstar Legacy Morningstar Direct Portfolio and Investment Management 2019 n/a
Northern Trust Banking and Financial Services 23300 $8.3B United States Morningstar Legacy Morningstar Direct Portfolio and Investment Management 2018 n/a
Banking and Financial Services 60 $10M Canada Morningstar Legacy Morningstar Direct Portfolio and Investment Management 2020 n/a
Banking and Financial Services 181 $120M United States Morningstar Legacy Morningstar Direct Portfolio and Investment Management 2021 n/a
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FAQ - APPS RUN THE WORLD Morningstar Direct Coverage

Morningstar Direct is a Portfolio and Investment Management solution from Morningstar.

Companies worldwide use Morningstar Direct, from small firms to large enterprises across 21+ industries.

Organizations such as Northern Trust, BMO Nesbitt Burns, Aviva Investors, Sterling Capital Management, a Guardian Capital Group Company and Scotia Funds are recorded users of Morningstar Direct for Portfolio and Investment Management.

Companies using Morningstar Direct are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.

Companies using Morningstar Direct are most concentrated in United States, Canada and United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Morningstar Direct across Americas, EMEA, and APAC.

Companies using Morningstar Direct range from small businesses with 0-100 employees - 20%, to mid-sized firms with 101-1,000 employees - 40%, large organizations with 1,001-10,000 employees - 20%, and global enterprises with 10,000+ employees - 20%.

Customers of Morningstar Direct include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Morningstar Direct customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.