MARKETWISE, INC.
MarketWise, Inc. (NASDAQ: MKTW) operates as a leading multi-brand platform of subscription businesses providing premium financial research, software, education, and tools for self-directed investors. The company's website is located at MarketWise.com. From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What MARKETWISE, INC. does
In the company’s own words
MarketWise, Inc. (NASDAQ: MKTW) operates as a leading multi-brand platform of subscription businesses providing premium financial research, software, education, and tools for self-directed investors. The company's website is located at MarketWise.com.
Founded in 1999, MarketWise has evolved from a single investment research publisher into a comprehensive digital platform serving approximately 374 thousand paid subscribers alongside roughly 2 million total subscribers including free users. The company maintains a diversified product portfolio across nine primary customer-facing brands including Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, and TradeSmith. The company employs 451 full-time employees working from U.S. offices and remote locations.
MarketWise's core offering centers on institutional-quality investment research made accessible to retail investors at affordable price points. The company publishes 22 free products and 112 paid products covering various investment strategies including value investing, income, growth, commodities, cryptocurrencies, venture capital, biotechnology, mutual funds, options, and trading. Subscription offerings range from lower-priced annual products at approximately $100 to premium offerings reaching $5,000 annually, with membership subscriptions featuring annual maintenance fees between $49 and $500.
Software and analytical tools represent a significant growth component, accounting for 52 percent of 2025 billings. These solutions include the Chaikin Power Gauge stock research platform, TradeSmith portfolio management software, and the Altimetry financial database covering over 4,000 publicly traded companies. The company operates over 67 editors and analysts covering diverse investment sectors.
MarketWise's business model emphasizes long-term customer relationships, with over 50 percent of 2025 billings attributable to subscribers retained for more than four years. The company acquires customers through omni-channel marketing including display advertising, email, direct mail, television, and radio, leveraging proprietary customer relationship management systems and artificial intelligence analytics. The platform operates entirely on cloud-based infrastructure utilizing software-as-a-service, platform-as-a-service, and infrastructure-as-a-service technologies designed for scalability and reliability.
Company details
- Sector
- Technology
- Industry
- Prepackaged Software
- Headquarters
- BALTIMORE, MD
- Fiscal year end
- December
- CIK
- 1805651
- SIC
- 7372
Financial performance, year by year
Fiscal 2021–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns MARKETWISE, INC. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · MARKETWISE, INC.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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