WealthTech Today cover image

#ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses

WealthTech Today

00:00

Morningstar

We are building one of Gold space planning. We have advisor workstation, which is currently sitting on 120,000 advisor desktops in the United States. And so what we are really doing with our Goldbridge product is extending our investment planning capabilities to also take into account goals. So we're very looking for a Morningstar red tail merger. No way being, you know, red tail are good partners.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app