Interactive Advisory Software LLC Competitors

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.

Our organization is passionately committed to the pursuit of a better world through positive change. We embrace your visions as our own and partner with you to develop better ideas that are smarter, more efficient, and innovative. Our global network of 10,000 professionals work on the world’s toughest challenges. Our corporate roots extend back more than a hundred years, and our experience spans over 150 countries around the world in the metals, energy, infrastructure, digital, and investments market sectors. We are employee-owned and independent—free to bring our best thinking to your business. Our exceptional, diverse teams combine vast engineering and business knowledge, working in partnership with our clients to develop market strategies, manage and optimize production, develop new game-changing technologies, and design and deliver complex capital projects. We work closely with the communities in which we serve to ensure that our solutions optimize environmental protection, economic prosperity, and cultural vibrancy. We want their businesses, ecosystems, and communities to thrive, both now and into the future. Our people are passionate about our corporate purpose and values. We believe in long-term relationships with our partners, and are committed to our clients’ lasting success. We are “entrepreneurs with a technical soul.”

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on $9 trillion in assets. Its open platform integrates with 700 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, São Paulo and Singapore.