Company Description
MarketWise, Inc. operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally.
Its platform provides financial research, software, education, and tools to navigate the financial markets through subscription businesses.
The company offers various investment strategies, such as value investing, income, growth, commodities, cryptocurrencies, venture, crowdfunded investing, biotechnology, mutual funds, options, and trading; investment research product portfolio through a range of media, including desktops, laptops, tablets, and mobile; and financial newsletters.
It provides a suite of stock research tools and portfolio management services under the Chaikin Analytics brand; portfolio management software tools under the TradeSmith brand name; and database of accounting-based financial summaries under the Altimetry brand.
In addition, the company develops screeners, monitors, portfolio management tools, and proprietary indicators that produce a composite score to rank publicly traded companies.
The company was founded in 1999 and is based in Baltimore, Maryland.
| Country | United States |
| Founded | 1999 |
| Industry | Financial Data & Stock Exchanges |
| Sector | Financials |
| Employees | 439 |
| CEO | David Eifrig |
Contact Details
Address: 1125 North Charles Street Baltimore, Maryland 21201 United States | |
| Phone | 888 261 2693 |
| Website | marketwise.com |
Stock Details
| Ticker Symbol | MKTW |
| Exchange | NASDAQ |
| Stock Type | Common Stock |
| Share Class | Class A Shares |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0001805651 |
| CUSIP Number | 57064P107 |
| ISIN Number | US57064P1075 |
| SIC Code | 7372 |
Key Executives
| Name | Position |
|---|---|
| Dr. David Eifrig Jr., M.D. | Chief Executive Officer and Director |
| Frank Porter Stansberry | Founder and Director |
| Erik Mickels CPA | Chief Financial Officer and Principal Accounting Officer |
| Marco Galsim | Chief Information Officer |
| Scott Daniel Forney | General Counsel and Corporate Secretary |
| Michael Alan Palmer | MD, Copywriter and Director |
| Lee Harris | Senior Vice President of Financial Planning and Analysis |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Mar 20, 2025 | 8-K | Current Report |
| Mar 17, 2025 | 8-K | Current Report |
| Mar 10, 2025 | DEF 14A | Other definitive proxy statements |
| Mar 6, 2025 | 10-K | Annual Report |
| Feb 28, 2025 | PRE 14A | Other preliminary proxy statements |
| Feb 28, 2025 | 8-K | Current Report |
| Feb 14, 2025 | SCHEDULE 13D/A | Filing |
| Jan 15, 2025 | 8-K | Current Report |
| Nov 22, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Nov 13, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |