Allocator Secures Significant Investment from Morningstar, Inc.

We are proud to announce that Allocator has secured a significant amount of growth capital from the leading provider of independent investment research, Morningstar, Inc. (NASDAQ: MORN), in exchange for a minority stake in our company.


As part of the transaction, Brett Kaluza, Vice President of Customer Success at PitchBook has been appointed to Allocator’s Board of Directors. PitchBook is a wholly owned subsidiary of Morningstar and premier data provider for the private and public equity markets.

Ryan Kalish, Founder and Chief Executive Officer at Allocator commented:

“I am thrilled to have such a great strategic investor on board to support Allocator in the next chapter of our growth. Morningstar is an entrepreneurial company with a similar mission to our own. I am confident that Allocator’s growing client base will benefit from this additional source of insight and expertise as we continue to expand on our ambitious vision to be the leading intelligence platform for institutional investors in funds.”

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