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 | 57064P206 |
| 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 |
|---|---|---|
| Jul 18, 2025 | SCHEDULE 13G/A | Filing |
| Jul 1, 2025 | S-8 | Securities to be offered to employees in employee benefit plans |
| Jun 18, 2025 | 8-K | Current Report |
| Jun 13, 2025 | 8-K | Current Report |
| May 27, 2025 | 8-K | Current Report |
| May 8, 2025 | 8-K | Current Report |
| May 8, 2025 | 10-Q | Quarterly Report |
| Apr 30, 2025 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Apr 30, 2025 | DEF 14A | Other definitive proxy statements |
| Apr 11, 2025 | 8-K | Current Report |