Founded 1984


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This summary is composed by our algorithm based on the analysis of the deals. If you think that some of this information is not accurate, please let us know about it and provide any supporting evidences if possible. Such cases will be analyzed by our ML-algorithm and implemented in our database, which will improve this summary.
Total investments 14
Average round size
The average size of a deal this fund participated in
Portfolio companies 15
Rounds per year 0.38
Lead investments 4
Follow on index
How often the fund supports its portfolio startups at next rounds
Exits 5
Key employees 21

Areas of investment

  • Financial Services
  • FinTech
  • Finance
  • Analytics
  • Software

Morningstar is the famous Corporate Investor, which was founded in 1984. The main office of represented Corporate Investor is situated in the Chicago. The company was established in North America in United States.

Moreover, a startup needs to be at the age of 4-5 years to get the investment from the fund. For fund there is a match between the country of its foundation and the country of its the most frequent investments - United States. The fund has exact preference in some founders of portfolio startups. When startup sums 4 or 5+ of the founder, the probability for it to get the investment is little. Among the most popular portfolio startups of the fund, we may highlight YCharts, United Income, HelloWallet. Among the most successful fund investment fields, there are Market Research, Financial Services.

The standard case for the fund is to invest in rounds with 4-5 partakers. Despite the Morningstar, startups are often financed by HPA, I2A Fund, Dolphin Equity Partners. The meaningful sponsors for the fund in investment in the same round are I2A Fund, HPA, Astia Angels. In the next rounds fund is usually obtained by Ulu Ventures, Salesforce Ventures, Rethink Impact.

Besides them, we counted 20 critical employees of this fund in our database.

The typical startup value when the investment from Morningstar is 100-500 millions dollars. This Morningstar works on 2 percentage points less the average amount of lead investments comparing to the other organizations. The usual things for fund are deals in the range of 10 - 50 millions dollars. The fund is constantly included in less than 2 investment rounds annually. Considering the real fund results, this Corporate Investor is 33 percentage points more often commits exit comparing to other organizations. The top activity for fund was in 2018. The top amount of exits for fund were in 2019.

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Notable deals

CompanyIndustryRound SizeDateInvestorsLocation


Enterprise Software
$11M07 Jun 2021 Pittsburgh, Pennsylvania, United States

$5M27 May 2021 Helsingborg, Skåne County, Sweden


Business Information Systems
Business Intelligence
Market Research
$7M27 Aug 2018 California, United States

United Income

Financial Services
$10M03 Aug 2018 Washington, District of Columbia, United States


Financial Services
Impact Investing
$34M18 Sep 2017 New York, New York, United States


Financial Services
Professional Services
24 Jun 2017 North Holland


Financial Services
Impact Investing
$9M15 Sep 2016 New York, New York, United States

United Income

Financial Services
$5M28 Jun 2016 Washington, District of Columbia, United States

PitchBook Data

Venture Capital
$10M27 Jan 2016 Seattle, Washington, United States
Tifin Raises $47M in Series C at $447M Valuation

– Tifin is a Boulder, CO- and NYC-based fintech platform using AI for wealth and asset management.
– The company raised $47m in Series C funding.
– The round was led by Hamilton Lane (NASDAQ: HLNE), which joined J.P. Morgan Asset Management, Morningstar, and Broadridge.
– The new investment will be used to expand the company’s business reach via additional acquisitions, as well as working with the strategic partners to accelerate their fintech innovation initiatives.


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