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Companies using Morningstar Office

As of 14 October 2026, Firmable tracks 31 companies across 13 countries running Morningstar Office. See who they are, and who to call.

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Companies using Morningstar Office

Showing 3 of 31 companies

FFEC Wealth Partners

ffec.com · Accounting and auditing services · 51–250 employees

Last seen 2 Aug 2026 The most recent date Firmable detected Morningstar Office at this company.

Decision makers · 31 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Senior Vice President MobileEmail
VP Investments MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

FFEC Wealth Partners discusses Federal Reserve rate hike expectations and inflation challenges in TheWeekAhead video. · 14 Sep 2026

FFEC Wealth Partners discusses inflation data, labor markets, and interest rates in the latest episode of TheWeekAhead. · 8 Sep 2026

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Testlify

testlify.com · Computer software · 51–250 employees

Last seen 29 Aug 2026 The most recent date Firmable detected Morningstar Office at this company.

Decision makers · 3 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Head of Enterprise Sales MobileEmail
Head Of Sales

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Testlify highlights role-specific assessment customization attracting 1,500+ teams to their platform. · 20 Jul 2026

Testlify participates in SHRM Unconference, engaging HR leaders on skills-first hiring and AI recruitment. · 16 Jul 2026

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Traphagen Cpas & Wealth Advisors

tfgllc.com · Financial planning and advisory services · 251–500 employees

Last seen 25 Aug 2026 The most recent date Firmable detected Morningstar Office at this company.

Decision makers · 13 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Partner & Director of Investment Research MobileEmail
Director of Administration MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

No signals recorded

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Who uses Morningstar Office

A breakdown of the 31 companies running Morningstar Office.

Top industries

Financial services20
Professional and business services6
Education and training1
Hospitality and travel1
Information technology and services1

No industry recorded: 2

Company size

1–103 (12%)
11–506 (23%)
51–25010 (38%)
251–5002 (8%)
501–1,0001 (4%)
1,001–5,0002 (8%)
5,001–10,0001 (4%)
10,001+1 (4%)

Share of companies with a recorded size, by employees.

No size recorded: 5

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Frequently asked questions

About the Morningstar Office data on this page.

How many companies use Morningstar Office?

Firmable holds confirmed Morningstar Office detections for 31 distinct companies, 5 of them confirmed in the last 90 days. A company is counted once however many of its properties run it.

Which companies use Morningstar Office?

FFEC Wealth Partners, Traphagen Cpas & Wealth Advisors and Testlify are among the most prominent in the current set.

What industries use Morningstar Office?

Financial services, professional and business services and education and training lead the set, across 6 industries in total.

What size companies use Morningstar Office?

Adoption concentrates in the 51-250 employee band, across the companies whose size is recorded.

Where are Morningstar Office users based?

The United States, Australia, Canada and Hong Kong account for most detections, across 13 countries.

How current is this data?

5 companies were confirmed in the last 90 days. Last detection 29 August 2026.

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