G2 Vendor Directory

Morningstar

#1 in Financial Research

Chicago, IL

3

Products on G2

760

Total reviews

4.1

Avg. star rating

  • Morningstar Direct ranks #1 in Financial Research.
  • Reviews across Morningstar's portfolio grew 10.7% quarter-over-quarter.
  • Morningstar's 3 products span 3 categories on G2.
  • Small Business is the largest segment among reviewers, at 48.5%.

Traffic & LLM citations

Monthly G2.com page views and citations by AI answer engines, summed across Morningstar's products.

Page views and citations · Morningstar

Source: G2 review data

Winning from

Based on reviewers who said they switched from another vendor's product.

1

SmartBear

7 switched
2

YCharts

2 switched
3

Broadridge Financial Solutions

1 switched
4

Bloomberg Industry Group

1 switched
5

Seeking Alpha

1 switched

Losing to

Based on reviewers of other products who said they switched from Morningstar.

1

YCharts

21 switched
2

Koyfin

4 switched
3

Nitrogen

2 switched
4

Pershing a BNY Mellon

1 switched
5

Broadridge Financial Solutions

1 switched

Key stats

+10.7%

#1

3

Small Business

1984

11,991

Chicago, IL

Adoption by company size

SegmentShare of reviews
Small Business48.5%
Mid-Market21.2%
Enterprise30.3%

Quarterly history

QuarterTotal reviewsAvg. rating
2024 Q4134.3
2025 Q1813.9
2025 Q2444.3
2025 Q3344.2
2025 Q4803.7
2026 Q1643.7
2026 Q2284.5
2026 Q3313.9