Acquiring Company
Morningstar
Acquired Company
Lumonic
Description
Seattle-based PitchBook, along with its parent company Morningstar, has acquired the fintech startup Lumonic. The acquisition will allow Lumonic to operate as a subsidiary of PitchBook, enhancing their offerings for private credit lenders. All of Lumonic's employees will join PitchBook, which aims to maintain the brand during the transition.
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Frequently asked
Who acquired Lumonic?
Lumonic was acquired by Morningstar, based in Chicago. The deal was reported on March 5, 2025. Morningstar, Inc. is a financial services firm based in Chicago, Illinois, founded in 1984 by Joe Mansueto. Morningstar is publicly traded (MORN) and operates in Financial Services.
When did Morningstar acquire Lumonic?
Morningstar's acquisition of Lumonic was reported on March 5, 2025. Seattle-based PitchBook, along with its parent company Morningstar, has acquired the fintech startup Lumonic. The acquisition will allow Lumonic to operate as a subsidiary of PitchBook, enhancing their offerings for private credit lenders. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Lumonic do?
Lumonic is a fintech startup founded in 2023 that helps private credit lenders manage and analyze their portfolios. The company offers a tool for users to obtain visual data insights. It has 12 employees who will join PitchBook following the acquisition. It is privately held, operating in Financial Services, and is based in San Francisco.
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