Alternatives to Morningstar
The top Financial Services companies similar to Morningstar, ranked by relevance (named competitors first, then how closely their sectors overlap) and our 0-100 AI-readiness score. Each links to a full profile with funding and team.
- Website
Dynasty Financial Partners48Financial ServicesSt. Petersburg, USA$100.0M - Website
YipitData68Deal SourcingNew York City, United States$482.3M - Website
Intercontinental Exchange40Financial ServicesAtlanta, United States$50.0M - Website IHIHS Markit29Information ServicesLondon, United Kingdom$1.2B
- Website SensefolioFintechTel Aviv, Israel
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The Globe Resources Group54Financial ServicesWichita, United States$117.5M - Website
White Oak Global Advisors58Financial ServicesSan Francisco, USA$547.0M - Website
Orion Advisor Solutions67FintechOmaha, United States$223.0M - Website
Motive Partners46Financial ServicesNew York, United States$63.0M - Website
Intuit85Financial ServicesMountain View, United States$8.5B - Website QUQuantexa76Financial ServicesLondon, United Kingdom$233.0M
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Fair Isaac Corporation (FICO)60Financial ServicesBozeman, United States - Website
ATLAS Infrastructure19Financial ServicesLondon, United Kingdom - Website
Monzo71Financial ServicesLondon, United Kingdom$1.8B - Website
Cappitech49FintechTel Aviv, Israel$4.0M - Website
Cashmere48FintechLos Angeles, United States$3.6M - Website
Nutmeg47FintechUnited Kingdom$69.3M - Website
Bloomberg L.P.82FintechNew York, United States$60.1B - Website
K1x55Financial ServicesMorristown, USA$175.0M - Website
spektr55Financial ServicesCopenhagen, Denmark$25.4M - Website
Gigacover54Financial ServicesSingapore, Singapore$2.2M - Website
Theia Insights54Financial ServicesCambridge, United States$8.0M - Website
Fuse53Financial ServicesNew York, United States$25.0M - Website PVPvX Partners51Financial ServicesSingapore, Singapore$3.8M
- Website NENeuberger Berman75Financial ServicesNew York, United States
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Deutsche Bank75Financial ServicesFrankfurt, Germany - Website
Marloo50Financial ServicesLondon, United Kingdom$15.4M - Website
First Carolina Bank47Financial ServicesRaleigh, USA$30.0M - Website ABAbaxx Markets47Financial ServicesToronto, Canada$100.0M
- Website PUPurchasing Power46Financial ServicesAtlanta, USA$63.0M
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Axonic Capital45Financial ServicesNew York, USA$112.0M - Website
9fin63FintechLondon, United Kingdom$170.0M - Website
Sharegain63FintechLondon, United Kingdom$79.0M - Website
Modo Energy62EnergyLondon, United Kingdom$17.0M - Website
Gridline62Energy ManagementAtlanta, USA$52.7M - Website
Addepar61FintechNew York City, United States$412.1M - Website
Brevet Capital Management40Financial ServicesNew York, USA$150.0M - Website
Energy Aspects59EnergyLondon, United Kingdom$63.0M - Website
DealFlowAgent38Financial ServicesLondon, United Kingdom$646K - Website ARArturo57AISouth Jordan, United States$33.0M
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Carta76Financial ServicesSan Francisco, USA$1.7B - Website
BluePath Finance61Financial ServicesSan Francisco, United States - Website
Klavi55FintechSão Paulo, Brazil$16.3M - Website
Geoquant55FintechNew York, United States$4.0M - Website
Cyndeo Wealth Partners35Financial ServicesSt. Petersburg, USA$63.0M - Website
Reigo Investments54FintechRamat Gan, Israel$113.0M - ASAS Invest Capital34Financial ServicesLondon, United Kingdom$50.0M
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KNAV34Financial ServicesAtlanta, USA$1.0M - Website ALAlpa Labs34Financial ServicesSan Francisco, United States$3.5M
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Old Mutual32Financial ServicesJohannesburg, South Africa$5.7M - Website NANassau Financial Group70Financial ServicesHartford, USA$1.0B
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Quilter50FintechLondon, United Kingdom$725.0M - Website
ARX35Intelligence - Website
Credifi49FintechNew York, United States$29.0M - Website
BondIT48FintechTel Aviv, Israel$46.8M - Website VIVickii47FintechBerlin, Germany$63.0M
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KBRA66Financial ServicesNew York, United States$915.0M - Website
RemitRix46Fintech$200K - Website FOFounders Fund85Venture CapitalSan Francisco, USA$19.9B
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eToro85FintechLimassol, Cyprus$524.0M
| Company | Sector | HQ | Funding | Score | Website |
|---|---|---|---|---|---|
| Dynasty Financial Partners | Financial Services | St. Petersburg, USA | $100.0M | 48 | Website |
| YipitData | Deal Sourcing | New York City, United States | $482.3M | 68 | Website |
| Intercontinental Exchange | Financial Services | Atlanta, United States | $50.0M | 40 | Website |
| IHIHS Markit | Information Services | London, United Kingdom | $1.2B | 29 | Website |
| Fintech | Tel Aviv, Israel | — | — | Website | |
| The Globe Resources Group | Financial Services | Wichita, United States | $117.5M | 54 | Website |
| White Oak Global Advisors | Financial Services | San Francisco, USA | $547.0M | 58 | Website |
| Orion Advisor Solutions | Fintech | Omaha, United States | $223.0M | 67 | Website |
| Motive Partners | Financial Services | New York, United States | $63.0M | 46 | Website |
| Intuit | Financial Services | Mountain View, United States | $8.5B | 85 | Website |
| QUQuantexa | Financial Services | London, United Kingdom | $233.0M | 76 | Website |
| Fair Isaac Corporation (FICO) | Financial Services | Bozeman, United States | — | 60 | Website |
| ATLAS Infrastructure | Financial Services | London, United Kingdom | — | 19 | Website |
| Monzo | Financial Services | London, United Kingdom | $1.8B | 71 | Website |
| Cappitech | Fintech | Tel Aviv, Israel | $4.0M | 49 | Website |
| Cashmere | Fintech | Los Angeles, United States | $3.6M | 48 | Website |
| Nutmeg | Fintech | United Kingdom | $69.3M | 47 | Website |
| Bloomberg L.P. | Fintech | New York, United States | $60.1B | 82 | Website |
| K1x | Financial Services | Morristown, USA | $175.0M | 55 | Website |
| spektr | Financial Services | Copenhagen, Denmark | $25.4M | 55 | Website |
| Gigacover | Financial Services | Singapore, Singapore | $2.2M | 54 | Website |
| Theia Insights | Financial Services | Cambridge, United States | $8.0M | 54 | Website |
| Fuse | Financial Services | New York, United States | $25.0M | 53 | Website |
| PVPvX Partners | Financial Services | Singapore, Singapore | $3.8M | 51 | Website |
| NENeuberger Berman | Financial Services | New York, United States | — | 75 | Website |
| Deutsche Bank | Financial Services | Frankfurt, Germany | — | 75 | Website |
| Marloo | Financial Services | London, United Kingdom | $15.4M | 50 | Website |
| First Carolina Bank | Financial Services | Raleigh, USA | $30.0M | 47 | Website |
| ABAbaxx Markets | Financial Services | Toronto, Canada | $100.0M | 47 | Website |
| PUPurchasing Power | Financial Services | Atlanta, USA | $63.0M | 46 | Website |
| Axonic Capital | Financial Services | New York, USA | $112.0M | 45 | Website |
| 9fin | Fintech | London, United Kingdom | $170.0M | 63 | Website |
| Sharegain | Fintech | London, United Kingdom | $79.0M | 63 | Website |
| Modo Energy | Energy | London, United Kingdom | $17.0M | 62 | Website |
| Gridline | Energy Management | Atlanta, USA | $52.7M | 62 | Website |
| Addepar | Fintech | New York City, United States | $412.1M | 61 | Website |
| Brevet Capital Management | Financial Services | New York, USA | $150.0M | 40 | Website |
| Energy Aspects | Energy | London, United Kingdom | $63.0M | 59 | Website |
| DealFlowAgent | Financial Services | London, United Kingdom | $646K | 38 | Website |
| ARArturo | AI | South Jordan, United States | $33.0M | 57 | Website |
| Carta | Financial Services | San Francisco, USA | $1.7B | 76 | Website |
| BluePath Finance | Financial Services | San Francisco, United States | — | 61 | Website |
| Klavi | Fintech | São Paulo, Brazil | $16.3M | 55 | Website |
| Geoquant | Fintech | New York, United States | $4.0M | 55 | Website |
| Cyndeo Wealth Partners | Financial Services | St. Petersburg, USA | $63.0M | 35 | Website |
| Reigo Investments | Fintech | Ramat Gan, Israel | $113.0M | 54 | Website |
| ASAS Invest Capital | Financial Services | London, United Kingdom | $50.0M | 34 | |
| KNAV | Financial Services | Atlanta, USA | $1.0M | 34 | Website |
| ALAlpa Labs | Financial Services | San Francisco, United States | $3.5M | 34 | Website |
| Old Mutual | Financial Services | Johannesburg, South Africa | $5.7M | 32 | Website |
| NANassau Financial Group | Financial Services | Hartford, USA | $1.0B | 70 | Website |
| Quilter | Fintech | London, United Kingdom | $725.0M | 50 | Website |
| ARX | Intelligence | — | — | 35 | Website |
| Credifi | Fintech | New York, United States | $29.0M | 49 | Website |
| BondIT | Fintech | Tel Aviv, Israel | $46.8M | 48 | Website |
| VIVickii | Fintech | Berlin, Germany | $63.0M | 47 | Website |
| KBRA | Financial Services | New York, United States | $915.0M | 66 | Website |
| RemitRix | Fintech | — | $200K | 46 | Website |
| FOFounders Fund | Venture Capital | San Francisco, USA | $19.9B | 85 | Website |
| eToro | Fintech | Limassol, Cyprus | $524.0M | 85 | Website |