StockData
MKTWNasdaqServices-Prepackaged SoftwareFiscal year ends December 31

MARKETWISE, INC.

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$18.77+0.76 (+4.22%)

Close on Oct 19, 2026

Market cap
$49.61M
P/E (TTM)
21.6
Dividend yield
–

About Marketwise

Services-Prepackaged Software, SIC 7372

MarketWise, Inc. is a digital multi-brand platform providing subscription-based investment research, software, education, and analytical tools tailored for self-directed and retail investors. Through nine primary customer-facing brands—including Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, and TradeSmith—the company delivers a diversified catalog of free and paid products across a variety of investing strategies. Its software and analytical offerings feature stock screeners, portfolio management applications, proprietary ranking indicators, and accounting-based company databases.

The company delivers its products across desktop, laptop, and mobile devices, supported by over 67 editors and analysts. Its operations serve approximately 374 thousand paid subscribers and around two million total subscribers. As of late 2025, MarketWise employed 451 people working across United States offices or remotely. The company's headquarters location is not specified in the provided text.

Summary of the business section of Marketwise's latest annual report, written by StockData.

Company profile

Company

Legal name
MARKETWISE, INC.
Founded
1999
Headquarters
Baltimore, MD
Address
1125 N. Charles Street 21201
Phone
(888) 438-9694
Employees
451, Dec 31, 2025
Industry
Services-Prepackaged Software
Incorporated in
Delaware
Fiscal year ends
December 31
Auditor
Grant Thornton LLP, Arlington, Virginia

Stock & identifiers

Ticker
MKTW
Exchange
Nasdaq
IPO date
Jul 24, 2020
Shares outstanding
16M, Aug 3, 2026
Public float
$45.40M, Jun 30, 2025
Filer category
Non-accelerated filer<br>Smaller reporting company
Stock splits
1-for-20 reverse, Aug 7, 2025; 1-for-20 reverse, Apr 3, 2025
SEC CIK
1805651
CUSIP
57064P206
ISIN
US57064P2065
EIN
87-1767914

Executives and directors

Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years

NamePositionShares owned
David EifrigChief Executive Officer, Director6,514,315
Scott Daniel ForneyGeneral Counsel21,459
Erik MickelsChief Finacial Officer75,091
Marco GalsimChief Information Officer39,495
Steven Andrew KaufmanController8,500
Matthew Tate SmithDirector22,485
Van D. SimmonsDirector25,685
Frank Porter StansberryDirector57,126,203
Glenn H. TongueDirector29,435
Matthew Joseph TurnerDirector403,870
Michael Alan PalmerDirector25,942,954

Employees

Headcount reported in annual reports

“As of December 31, 2025, we had 451 total employees across all of our businesses, substantially all of which are full-time.”

Corporate history

Events identified from SEC filings

DateEventDetails
Mar 31, 2025Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Mar 17, 2025Auditor changeChange in certifying accountant (8-K Item 4.01)
Sep 30, 2024Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Nov 1, 2023Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Oct 23, 2023Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
May 12, 2023Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Sep 29, 2022DelistingNotice of delisting from exchange (Form 25)
Aug 17, 2022MergerRegistration of securities for a merger or exchange offer (S-4)
Jul 28, 2021Acquisition / saleCompletion of acquisition or disposition of assets (8-K Item 2.01)
Jul 28, 2021Auditor changeChange in certifying accountant (8-K Item 4.01)
Jul 28, 2021Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Jul 21, 2021Name changeName changed from Ascendant Digital Acquisition Corp. to MARKETWISE, INC.
Jul 21, 2021ListingRegistration of securities on an exchange (Form 8-A)
Jul 21, 2021DelistingNotice of delisting from exchange (Form 25)
Jul 1, 2021Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
May 18, 2021Late filingNotification of late filing
Mar 25, 2021MergerRegistration of securities for a merger or exchange offer (S-4)
Jul 24, 2020IPOInitial public offering priced (424B4 prospectus)
Jul 23, 2020ListingRegistration of securities on an exchange (Form 8-A)