MarketWise, Inc.

The company, established in 1999, is a multi-brand platform of subscription businesses offering premium financial research, software, education, and tools for self-directed investors. It provides subscribers with the necessary resources to navigate financial markets. Since its inception, the company has expanded its business into a comprehensive suite of investment research products and solutions. It now produces a diversified product portfolio from various financial research brands, including Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, and TradeSmith. The entire investment research product portfolio is 100% digital and accessible across desktop, laptop, tablets, and mobile phones. The company employs over 67 editors and analysts who cover a broad spectrum of investments, ranging from commodities to equities, distressed debt, and cryptocurrencies. This content diversity has supported business success and subscription growth over its more than 25-year history. The company has approximately 374 thousand Paid Subscribers, defined as unique subscribers with at least one paid subscription at the end of a given period. It empowers retail investors with institutional-quality research at an accessible price point. Experienced analysts, each with unique investment strategies and philosophies, lead the brands, resulting in a mosaic of opinions, recommendations, and strategies rather than a single unified market view. This multi-brand approach provides greater breadth and diverse opportunities for subscribers.