Elevating the

self-directed
investor

Branching out from

a simple idea
MarketWise started in 1999 with one brand and the simple idea to publish intelligent,
independent, insightful and in-depth investment research and treat the self-directed
investor the way we would want to be treated. That simple idea worked and has guided
our decisions ever since. Our companies provide our subscribers with the research,
education and tools that they need to navigate the financial markets.

We have evolved significantly since our inception, expanding into a comprehensive suite
of diversified investment research products and solutions from a variety of financial
research companies. Today, MarketWise subsidiaries offer research across a variety of
platforms, including desktop, laptop and mobile devices such as tablets and cell
phones.
We’re a leading multi-brand platform of
subscription businesses that provides premium
financial research, software, education and
tools.
We offer a comprehensive portfolio of high-quality, independent, and spirited,
investment research, as well as several software and analytical tools, on a subscription
basis. MarketWise’s 90+ editors cover a broad spectrum of investments—ranging from
commodities to equities, to distressed debt and cryptocurrencies—offering 160
products on multiple platforms through 12 customer-facing brands.

We’ve been driving and accelerating growth

We  have fulfilled strategic initiatives over the past few years and outlined a vision to
become the de facto financial wellness solutions platform for self-directed investors.
Key acquisitions, a broadened product offering, upgraded corporate infrastructure,
improved marketing efficiency and strategic recruiting have positioned us for growth.
Next, we’ll continue to expand our reach and discoverability, continue to build deep
network effects, add engineering and machine-learning excellence and consolidate a
fragmented market to realize our growth strategy.

Investors

Helping to build stronger and more equitable

communities
As part of MarketWise’s continued commitment to financial literacy, we are proud to
partner with Junior Achievement to weave financial education into a modern teaching
format. Together, MarketWise and Junior Achievement will work to boost financial
literacy through innovative education models and provide students the information
they’ll need to achieve financial security and success.

info@marketwise.com

(888) 438-9694

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