Company Description
MarketWise, Inc. operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally.
Its platform includes subscription businesses that provides financial research, software, education, and tools to navigate the financial markets.
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 headquartered in Baltimore, Maryland.
| Country | United States |
| Founded | 1999 |
| Industry | Financial Data & Stock Exchanges |
| Sector | Financials |
| Employees | 584 |
| CEO | Frank Porter Stansberry |
Contact Details
Address: 667 Madison Avenue, 5th Floor New York, New York 10065 United States | |
| Phone | (212) 209-6126 |
| Website | marketwise.com |
Stock Details
| Ticker Symbol | MKTW |
| Exchange | NASDAQ |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0001805651 |
| CUSIP Number | 57064P107 |
| ISIN Number | US57064P1075 |
| SIC Code | 7372 |
Key Executives
| Name | Position |
|---|---|
| Frank Porter Stansberry | Founder, Chief Executive Officer and Chairman |
| Marco Galsim | Chief Information Officer |
| Erik Mickels CPA | Chief Financial Officer |
| Charles N. Curlett Jr. | Chief Operating Officer |
| Stephen M. Park CPA | Principal Financial Officer and Principal Accounting Officer |
| Scott Daniel Forney | General Counsel |
| Michael Alan Palmer | MD, Copywriter and Director |
| Lee Harris | Senior Vice President of Financial Planning and Analysis |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Jul 9, 2024 | 8-K | Current Report |
| Jul 8, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Jun 10, 2024 | 8-K | Current Report |
| Jun 5, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| May 17, 2024 | 8-K | Current Report |
| May 17, 2024 | 8-K | Current Report |
| May 15, 2024 | 8-K | Current Report |
| May 15, 2024 | 10-Q | Quarterly Report |
| Apr 26, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Apr 26, 2024 | DEF 14A | Other definitive proxy statements |