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MarketWise Inc
667 Madison Avenue, 5th Floor
Phone: (212) 209-6126p:212 209-6126 NEW YORK, NY  10065  United States Ticker: MKTWMKTW

Business Summary
MarketWise, Inc. operates a multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors. The Company provides its subscribers with the research, education, and tools that they need to navigate the financial markets. It produces a diversified product portfolio from a variety of financial research brands, such as Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, and TradeSmith. It offers its research across a variety of platforms, including desktop, laptop, and mobile devices, including tablets and mobile phones. It covers various investment strategies, such as value investing, income, growth, commodities, cryptocurrencies, ventures, biotechnology, mutual funds, options, and trading. The Company also offers financial software and analytical tools. Through 12 primary customer-facing brands, the Company has about 27 free products and 116 paid products.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
YesYes-----

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
12/31/202412/31/2024YesYes---

Industries
SIC Code Description
6770 Blank checks
7375 Information retrieval services
7372 Prepackaged software

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Acting Chairman of the Board MatthewTurner 58 8/10/2024 5/1/2023
Interim Chief Executive Officer, Director DavidEifrig 65 8/10/2024 5/1/2023
Chief Financial Officer ErikMickels 47 8/15/2023 8/15/2023
6 additional Officers and Directors records available in full report.

Business Names
Business Name
1729 Research, LLC
ACND U
ACND.U
22 additional Business Names available in full report.

General Information
Number of Employees: 439 (As of 12/31/2024)
Outstanding Shares: 16,403,866 (As of 4/3/2025)
Shareholders: 63
Stock Exchange: NASD
Federal Tax Id: 871767914
Fax Number: (302) 636-5454


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Tuesday, April 15, 2025