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MarketWise MKTW · USD

Financials · US listing · 🇺🇸 United States

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22.38

+4.24%

Close of 9 Nov 2026, in USD

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About MarketWise

From its filings with the US Securities and Exchange Commission

SEC filings

MarketWise is based in Baltimore, Maryland and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker MKTW. The SEC classifies its business as prepackaged software. In the fiscal year to 31 December 2025, it reported revenue of $328.1m and net income of $5.6m. At that date it held total assets of $218.4m and shareholders' equity of −$11.7m. By business, Subscriptions brought in 98.4% of revenue, followed by Revenue Share at 0.9% and Advertising at 0.0%.

In its own words

We started in 1999 with the simple idea that, if we could publish intelligent, independent, insightful, and in-depth investment research and treat the subscriber the way we would want to be treated, then subscribers would renew their subscriptions and stay with us. That simple idea worked and has guided our decisions ever since.

Today, we are a leading multi-brand platform of subscription businesses that provides premium financial research, software, education, and tools for self-directed investors. We provide our subscribers with the research, education, and tools that they need to navigate the financial markets.

As a result of the expansion of the business, we now have over 67 editors and analysts covering a broad spectrum of investments, ranging from commodities to equities, to distressed debt and cryptocurrencies. This diversity of content has allowed our business to succeed and our subscription base to grow through the many economic cycles in our over 25-year history. We have a subscriber base of approximately 374 thousand Paid Subscribers. We define Paid Subscribers as the total number of unique subscribers with at least one paid subscription at the end of a given period.

Quoted from its 10-K, filed 6 Mar 2026. Read the filing on SEC.gov ↗

Company facts

Sector
Financials
Industry
Capital Markets
Listed since
14 Sept 2020
Employees
451
Head office
1125 N. CHARLES STREET, BALTIMORE, MD, 21201
Incorporated in
DE
Classification
Services-Prepackaged Software
Filer status
Non-accelerated filer<br>Smaller reporting company

Leadership

Pay as last reported

  • Mr. Matthew TurnerIndependent Chairman of the Board$222,719
  • Dr. David EifrigChief Executive Officer, Director, since 2023$1.8m
  • Mr. Erik MickelsChief Operating and Financial Officer$3.2m
  • Mr. Marco GalsimChief Information Officer$1.2m
  • Mr. Scott ForneyGeneral Counsel, Corporate Secretary
  • Mr. Michael PalmerManaging Director, Copywriter, Director, since 2008
  • Mr. Frank StansberryDirector, since 2023$46,956
  • Mr. Van SimmonsIndependent Director$221,480
  • Mr. Matthew SmithIndependent Director$195,980
  • Mr. Glenn TongueIndependent Director$258,480

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
11
Environment
12
Social
16
Governance
6
Carbon reduction policy
No
Human rights policy
No

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • MarketWise Inc. offers over 150 paid subscription products across 12 brands in Financial Services sector.
  • The company provides comprehensive investment research and software tools for investors on desktop, laptop, and mobile platforms.
  • MarketWise Inc. employs 732 full-time employees with a multi-brand digital subscription platform in New York City.

Weaknesses

  • The company has 43 free products alongside 150 paid offerings in its subscription model.
  • MarketWise Inc. operates with a single headquarters in New York City for its multi-brand platform.
  • The firm's IPO listing date was September 14, 2020, with 451 employees reported.

Opportunities

  • MarketWise Inc. can expand its 150 paid products to new markets like Germany and France.
  • The company can leverage its 12 primary customer-facing brands to grow in the Financial Services sector.
  • MarketWise Inc. has potential to increase its 732 employees to support global expansion.

Threats

  • MarketWise Inc. faces competition from established Financial Services firms in the US market.
  • The company's reliance on digital platforms could be threatened by cybersecurity risks.
  • MarketWise Inc. must address potential regulatory changes in the Financial Services industry.

Sources and methodology

Data on this tab
Our data supplier
Chart on the Overview
TradingView

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