List of Morningstar Pitchbook Customers
Morningstar
22 West Washington Street,
Chicago, 60602, IL,
United States
Chicago, 60602, IL,
United States
1 312-696-6000
Banking and Financial Services
11115
$2.3B
Since 2010, our global team of researchers has been studying Morningstar Pitchbook customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Morningstar Pitchbook for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Morningstar Pitchbook for CRM and Investor Relationship Management include: RBC Dominion Securities, a Canada based Banking and Financial Services organisation with 6000 employees and revenues of $1.20 billion, Investment Control Systems, a Australia based Banking and Financial Services organisation with 25 employees and revenues of $5.0 million, All Seasons Capital Management, a Mauritius based Banking and Financial Services organisation with 20 employees and revenues of $4.0 million, Advbeca, a United Kingdom based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Morningstar Pitchbook, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Morningstar Pitchbook customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Advbeca | Banking and Financial Services | 10 | $2M | United Kingdom | Morningstar | Morningstar Pitchbook | CRM and Investor Relationship Management | 2022 | n/a |
In 2022, Advbeca implemented Morningstar Pitchbook as its CRM and Investor Relationship Management solution. The deployment positioned Morningstar Pitchbook at the center of the firm’s deal sourcing and investor outreach workflows, enabling advisors and leadership to extend prospecting beyond local markets to financial institutions, private equity, venture capital, mezzanine debt providers, and high net worth individuals throughout the globe.
Advbeca uses Morningstar Pitchbook to perform research on company leaders and business histories, conduct in-depth analysis on business segments and target companies, monitor transactions within specific sectors, and create clustered investor lists by strategy, location, and deal type. The firm also relies on Pitchbook for contact data enrichment and continuous news monitoring, embedding these capabilities into its CRM and Investor Relationship Management processes to support prospect qualification and investor mapping.
Operationally the application is used by Advbeca’s advisors and managing partners as the primary source for investor discovery and engagement during multi-month deal cycles. Morningstar Pitchbook supports workflow-driven activities across deal sourcing, investor relations, diligence preparation, and client advisory functions, and it informs the firm’s decisioning around fit and leadership compatibility when structuring partnerships.
Outcomes reported by Advbeca include broadened reach and access to data and contacts not previously available, and the ability to carve out a differentiated advisory offering for clients. The firm cites Morningstar Pitchbook as a tool that helps advisors take a long-term approach to deals, guiding processes from investor identification through closing and eventual liquidity events.
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All Seasons Capital Management | Banking and Financial Services | 20 | $4M | Mauritius | Morningstar | Morningstar Pitchbook | CRM and Investor Relationship Management | 2022 | n/a |
In 2022, All Seasons Capital Management implemented Morningstar Pitchbook, adopting the platform as part of its CRM and Investor Relationship Management capability. The 20-person Mauritius investment firm used Morningstar Pitchbook to centralize investor contact records, surface VC ecosystem intelligence, and support limited partner communications, and CEO Les Elliott stated that telling LPs the firm subscribes to PitchBook gives them a sense of comfort about access to high quality VC information.
Deployment emphasized CRM and investor relations workflows, with configuration focused on limited partner tracking, contact management, deal pipeline notation, and direct access to PitchBook research through the Morningstar Pitchbook interface. Operational coverage centered on fundraising and investor relations functions, with standardized LP outreach workflows, role based access for the investment team and leadership, and templated reporting and briefing practices to ensure consistent messaging to investors.
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Investment Control Systems | Banking and Financial Services | 25 | $5M | Australia | Morningstar | Morningstar Pitchbook | CRM and Investor Relationship Management | 2021 | n/a |
In 2021, Investment Control Systems implemented Morningstar Pitchbook for CRM and Investor Relationship Management. The deployment supports ICS commercial teams based in Sydney as they operate across APAC and Europe, while the company continues to monitor North American market opportunities. Morningstar Pitchbook is explicitly used to source clients and create value alongside ICS’s existing product portfolio.
The Morningstar Pitchbook implementation focused on prospecting, firmographic and deal intelligence, contact and relationship records, and pipeline management to support business development and client engagement workflows. This CRM and Investor Relationship Management deployment was positioned to complement ICS ATHENA, the company’s data platform that consolidates and validates investment data, and ICS FUSE, which packages ATHENA functionality into client solutions, rather than to replace those internal systems.
Rollout emphasized commercial and client service governance, with configuration driven by business development priorities and client engagement processes. Investment Control Systems cited the PitchBook team’s active support model as a key element in maximizing platform value, using Morningstar Pitchbook to enhance client sourcing and ongoing investor relationship activities across ICS’s operational regions.
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RBC Dominion Securities | Banking and Financial Services | 6000 | $1.2B | Canada | Morningstar | Morningstar Pitchbook | CRM and Investor Relationship Management | 2016 | n/a |
In 2016, RBC Dominion Securities implemented Morningstar Pitchbook as part of its CRM and Investor Relationship Management environment to centralize client information and support advisor research workflows. The deployment targeted wealth management advisory teams in Canada and was positioned to link investment research directly into client-facing relationship management processes.
Functional capabilities implemented with Morningstar Pitchbook focused on client information integration, advisor decision support, and structured company analysis. Implementation activities included building client information integration workflows, developing advisor models intended to reduce psychological bias in security selection, and creating company analysis processes using both top-down and bottom-up approaches across multiple industries.
The Morningstar Pitchbook implementation was instrumented to work alongside existing internal tools and market data sources. Documented integrations and operational touchpoints included Clientsource, Clientview, Clientlink, BTS, Berton, and Thomson Reuters, which were used as complementary data and CRM inputs to enrich research and client records.
Governance and rollout were executed at the associate and advisor level, with hands-on support during integration and configuration phases, including contributions from temporary staff who assisted associates with client information integration and model development. Operational impact centered on standardizing research-to-advice workflows and embedding structured company analysis into the CRM and Investor Relationship Management processes.
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Buyer Intent: Companies Evaluating Morningstar Pitchbook
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Morningstar Pitchbook. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Morningstar Pitchbook for CRM and Investor Relationship Management include:
- Bright Query, a United States based Professional Services organization with 10 Employees
- IDI, a United Arab Emirates based Professional Services company with 20 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
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Bright Query | Professional Services | 10 | $1M | United States | 2025-02-08 |
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IDI | Professional Services | 20 | $2M | United Arab Emirates | 2024-07-19 |
FAQ - APPS RUN THE WORLD Morningstar Pitchbook Coverage
Morningstar Pitchbook is a CRM and Investor Relationship Management solution from Morningstar.
Companies worldwide use Morningstar Pitchbook, from small firms to large enterprises across 21+ industries.
Organizations such as RBC Dominion Securities, Investment Control Systems, All Seasons Capital Management and Advbeca are recorded users of
Morningstar Pitchbook for CRM and Investor Relationship Management.
Companies using Morningstar Pitchbook are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Morningstar Pitchbook are most concentrated in Canada, Australia and Mauritius, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Morningstar Pitchbook across Americas, EMEA, and APAC.
Companies using Morningstar Pitchbook range from small businesses with 0-100 employees - 75%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 25%, and global enterprises with 10,000+ employees - 0%.
Customers of Morningstar Pitchbook 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 Pitchbook customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of CRM and Investor Relationship Management.