Morningstar and PitchBook will integrate their research platforms with Google Cloud’s Gemini Enterprise for Financial Services, the companies announced on Tuesday. Both firms will serve as launch partners for the AI tool’s preview phase, with rollout expected imminently.
Eligible subscribers will gain access to Morningstar’s public market data, research, and analysis alongside PitchBook’s private market intelligence—spanning companies, investors, funds, and transactions—within the Gemini Enterprise interface. The integration leverages the Model Context Protocol (MCP), allowing users to query investment insights with source attribution preserved.
Morningstar reported $375 billion in assets under management and advisement as of June 30, while PitchBook serves over 100,000 clients globally. The partnership aims to streamline access to independent research, according to Seth Sprinkle, Morningstar’s Global Head of AI Platforms Strategy and Partnerships. "By bringing independent research and investment intelligence from Morningstar and PitchBook into Gemini Enterprise for Financial Services, we want to help investors access our insights more efficiently, while preserving transparency in the sources behind those answers," Sprinkle said.
Tom Van Buskirk, PitchBook’s Executive Vice President of Technology and Engineering, highlighted the enhanced analytical capabilities. "Working with Google to bring that intelligence into Gemini Enterprise lets users ask harder questions and receive answers backed by intelligence from Morningstar and PitchBook." The collaboration underscores the growing adoption of AI tools in financial services, particularly for data-driven decision-making.
