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.
Orion Advisor Solutions67FintechOmaha, United States$223.0M
The Globe Resources Group54Financial ServicesWichita, United States$117.5M
Nutmeg47FintechUnited Kingdom$69.3M
Cashmere30FintechLos Angeles, United States$3.6M
Empower22FintechGreenwood Village, United States
ATLAS Infrastructure19Financial ServicesLondon, United Kingdom
Bloomberg L.P.82FintechNew York, United States$60.1B
Sharegain63FintechLondon, United Kingdom$79.0M
9fin63FintechLondon, United Kingdom$170.0M
Gridline62Energy ManagementAtlanta, USA$52.7M
Addepar61FintechNew York City, United States$412.1M
Fair Isaac Corporation (FICO)60Financial ServicesBozeman, United States
Energy Aspects59EnergyLondon, United Kingdom$63.0M
White Oak Global Advisors58Financial ServicesSan Francisco, USA$547.0M- ARArturo57AISouth Jordan, United States$33.0M
Practifi55FintechSydney, Australia$3.0M
Jumps54FintechSalt Lake City, United States
Reigo Investments54Fintech$13.0M
Geoquant51FintechNew York, United States$4.0M
Quilter50FintechLondon, United Kingdom$725.0M- ADAdvvyzon48WealthTechChicago, United States
- VIVickii47FintechBerlin, Germany$63.0M
Motive Partners46Financial ServicesNew York, United States$63.0M
L1143FintechSan Francisco, United States$10.0M
Business First40FintechBaton Rouge, United States$66.0M- SHSherpas38Wealth ManagementNew York, United States$3.2M
- KAKashimi37FintechTel Aviv, Israel$17.3M
Cingulait36FintechTel Aviv, Israel$1.0M
Focus Financial Partners36FintechNew York, United States$35.0M
Phoebe35FintechNew York, United States$18.2M- CACATCHLIGHT34AI-powered Lead GenerationBoston, United States
Souppe33FintechTel Aviv, Israel$1.5M
Finphil30Fintech
Safeshare30FintechTel Aviv, Israel
knomee29WealthTechFoster City, United States
SIMP Investments28Fintech
BizBaz - Intelligent Finance28FintechSingapore, Singapore- FYFyren27FintechTel Aviv, Israel$1.0M
- CHCHARLI.ai26InvestmentsNew York, United States$1.5M
- TRTrueNorth26FintechNew York, United States$1.0M
Kensee24Fintech$1.0M
ARI Algo23Fintech- Growbot Mvp22Fintech
Passiv22FintechHalifax, Canada
Truvify21FintechTel Aviv, Israel$1.5M
Finmate20FintechTel Aviv, Israel$1.5M
Jordan Park Group18FintechSan Francisco, United States
Sibli18InvestmentsTel Aviv, Israel- VAVaruable AI18FintechTel Aviv, Israel$1.5M
- Ren Peak AI11FintechRamat Gan, Israel
- CRCryptoforest11Fintech
Qant10FintechTel Aviv, Israel$1.4M- FRFreya10FintechNew York, United States$3.5M
Schwab Advisor Services10FintechWestlake, United States
Pulsenow.app10FintechTel Aviv, Israel$1.5M
UBS Group10FintechZurich, Switzerland- SUSuper Signal7Fintech
- Bradleyncohen6Fintech
- DRDraco Evolution2Financial ServicesSan Francisco, USA
- ALAlpha Trade AiFintechValletta, Malta
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| Orion Advisor Solutions | Fintech | Omaha, United States | $223.0M | 67 |
| The Globe Resources Group | Financial Services | Wichita, United States | $117.5M | 54 |
| Nutmeg | Fintech | United Kingdom | $69.3M | 47 |
| Cashmere | Fintech | Los Angeles, United States | $3.6M | 30 |
| Empower | Fintech | Greenwood Village, United States | — | 22 |
| ATLAS Infrastructure | Financial Services | London, United Kingdom | — | 19 |
| Bloomberg L.P. | Fintech | New York, United States | $60.1B | 82 |
| Sharegain | Fintech | London, United Kingdom | $79.0M | 63 |
| 9fin | Fintech | London, United Kingdom | $170.0M | 63 |
| Gridline | Energy Management | Atlanta, USA | $52.7M | 62 |
| Addepar | Fintech | New York City, United States | $412.1M | 61 |
| Fair Isaac Corporation (FICO) | Financial Services | Bozeman, United States | — | 60 |
| Energy Aspects | Energy | London, United Kingdom | $63.0M | 59 |
| White Oak Global Advisors | Financial Services | San Francisco, USA | $547.0M | 58 |
| ARArturo | AI | South Jordan, United States | $33.0M | 57 |
| Practifi | Fintech | Sydney, Australia | $3.0M | 55 |
| Jumps | Fintech | Salt Lake City, United States | — | 54 |
| Reigo Investments | Fintech | — | $13.0M | 54 |
| Geoquant | Fintech | New York, United States | $4.0M | 51 |
| Quilter | Fintech | London, United Kingdom | $725.0M | 50 |
| ADAdvvyzon | WealthTech | Chicago, United States | — | 48 |
| VIVickii | Fintech | Berlin, Germany | $63.0M | 47 |
| Motive Partners | Financial Services | New York, United States | $63.0M | 46 |
| L11 | Fintech | San Francisco, United States | $10.0M | 43 |
| Business First | Fintech | Baton Rouge, United States | $66.0M | 40 |
| SHSherpas | Wealth Management | New York, United States | $3.2M | 38 |
| KAKashimi | Fintech | Tel Aviv, Israel | $17.3M | 37 |
| Cingulait | Fintech | Tel Aviv, Israel | $1.0M | 36 |
| Focus Financial Partners | Fintech | New York, United States | $35.0M | 36 |
| Phoebe | Fintech | New York, United States | $18.2M | 35 |
| CACATCHLIGHT | AI-powered Lead Generation | Boston, United States | — | 34 |
| Souppe | Fintech | Tel Aviv, Israel | $1.5M | 33 |
| Finphil | Fintech | — | — | 30 |
| Safeshare | Fintech | Tel Aviv, Israel | — | 30 |
| knomee | WealthTech | Foster City, United States | — | 29 |
| SIMP Investments | Fintech | — | — | 28 |
| BizBaz - Intelligent Finance | Fintech | Singapore, Singapore | — | 28 |
| FYFyren | Fintech | Tel Aviv, Israel | $1.0M | 27 |
| CHCHARLI.ai | Investments | New York, United States | $1.5M | 26 |
| TRTrueNorth | Fintech | New York, United States | $1.0M | 26 |
| Kensee | Fintech | — | $1.0M | 24 |
| ARI Algo | Fintech | — | — | 23 |
| Fintech | — | — | 22 | |
| Passiv | Fintech | Halifax, Canada | — | 22 |
| Truvify | Fintech | Tel Aviv, Israel | $1.5M | 21 |
| Finmate | Fintech | Tel Aviv, Israel | $1.5M | 20 |
| Jordan Park Group | Fintech | San Francisco, United States | — | 18 |
| Sibli | Investments | Tel Aviv, Israel | — | 18 |
| VAVaruable AI | Fintech | Tel Aviv, Israel | $1.5M | 18 |
| Fintech | Ramat Gan, Israel | — | 11 | |
| CRCryptoforest | Fintech | — | — | 11 |
| Qant | Fintech | Tel Aviv, Israel | $1.4M | 10 |
| FRFreya | Fintech | New York, United States | $3.5M | 10 |
| Schwab Advisor Services | Fintech | Westlake, United States | — | 10 |
| Pulsenow.app | Fintech | Tel Aviv, Israel | $1.5M | 10 |
| UBS Group | Fintech | Zurich, Switzerland | — | 10 |
| SUSuper Signal | Fintech | — | — | 7 |
| Fintech | — | — | 6 | |
| DRDraco Evolution | Financial Services | San Francisco, USA | — | 2 |
| ALAlpha Trade Ai | Fintech | Valletta, Malta | — | — |