Announcement • May 07
MarketWise, Inc. announces special dividend, payable on June 25, 2026 MarketWise, Inc. announced special dividend of USD 0.4500 per share payable on June 25, 2026, ex-date on May 15, 2026 and record date on May 15, 2026. Announcement • Apr 21
MarketWise, Inc., Annual General Meeting, Jun 04, 2026 MarketWise, Inc., Annual General Meeting, Jun 04, 2026. Announcement • Apr 14
MarketWise, Inc. to Report Q1, 2026 Results on May 07, 2026 MarketWise, Inc. announced that they will report Q1, 2026 results on May 07, 2026 Announcement • Feb 19
The Agora Companies cancelled the acquisition of remaining 57% stake in MarketWise, Inc. (NasdaqGM:MKTW). The Agora Companies proposed to acquire remaining 57% stake in MarketWise, Inc. (NasdaqGM:MKTW) for approximately $280 million on October 28, 2025. A cash consideration valued at $17.25 per share will be paid by The Agora Companies. The acquisition includes Marketwise, LLC. The proposal of $17.25 per share representing a premium of approximately 21% to the 1-year volume-weighted average price per share and a premium of 18% to October 28’s closing price. M&C will finance the transaction with equity capital, which would be provided by M&C and its affiliates from cash on hand. M&C beneficial ownership and proxy voting rights representing approximately 43% of total voting power. MarketWise, Inc. has appointed special committee of independent and disinterested directors in consultation with its advisors to review the proposal.
Kirkland & Ellis LLP acted as legal advisor and Centerview Partners LLC acted as financial advisor for the special committee of Marketwise, Inc.
The Agora Companies cancelled the acquisition of remaining 57% stake in MarketWise, Inc. (NasdaqGM:MKTW) on February 18, 2026. Agora withdrew its Proposal after feedback from the Special Committee of the MarketWise’s Board of Directors that its offer price per share undervalued the Company’s stock. Board Change • Nov 19
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Founder & Director Frank Stansberry was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Announcement • Oct 30
The Agora Companies proposed to acquire remaining 57% stake in MarketWise, Inc. (NasdaqGM:MKTW) for approximately $280 million. The Agora Companies proposed to acquire remaining 57% stake in MarketWise, Inc. (NasdaqGM:MKTW) for approximately $280 million on October 28, 2025. A cash consideration valued at $17.25 per share will be paid by The Agora Companies. The acquisition includes Marketwise, LLC. The proposal of $17.25 per share representing a premium of approximately 21% to the 1-year volume-weighted average price per share and a premium of 18% to October 28’s closing price. M&C will finance the transaction with equity capital, which would be provided by M&C and its affiliates from cash on hand. M&C beneficial ownership and proxy voting rights representing approximately 43% of total voting power. MarketWise, Inc. has appointed special committee of independent and disinterested directors in consultation with its advisors to review the proposal. Board Change • Oct 11
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Founder & Director Frank Stansberry was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Announcement • Aug 07
MarketWise, Inc. Appoints Erik Mickels as Chief Operating, Effective August 6, 2025 MarketWise, Inc. announced the appointment of Erik Mickels as Chief Operating, effective immediately. In this newly combined leadership role, Mickels will drive the company’s operational excellence, financial strategy, and enterprise transformation as MarketWise advances its mission to deliver world-class financial insights to self-directed investors. Mickels brings more than 25 years of experience serving a broad range of organizations from startups to Fortune 500 market leaders and has played a pivotal role in the strategic transformation of businesses, including supporting cooperation across segments. He’s guided acquisitions and led successful initiatives, including the sale of a billion-dollar international subsidiary. His leadership has delivered improvement in performance, cost discipline, and value for past shareholders. A graduate of Hillsdale College and the Advanced Management Program at Harvard Business School, Mickels has proven himself to be a collaborative and innovative executive. Announcement • May 28
MarketWise Announces Appointment of David "Doc" Eifrig as Chief Executive Officer, Effective May 27, 2025 MarketWise, Inc. announced that Dr. David "Doc" Eifrig has been appointed Chief Executive Officer of the Company on a permanent basis, effective immediately. Dr. Eifrig has served as interim Chief Executive Officer since August 2024. Dr. Eifrig received his Bachelor of Arts from Carleton College in Minnesota. He later received a Master of Business Administration degree from Northwestern University's Kellogg School of Management, graduating with a double major in finance and international business. He went on to work for Goldman Sachs in its first derivatives group in New York and London. Dr. Eifrig subsequently earned his M.D. from the University of North Carolina at Chapel Hill and completed a Molecular Biology Fellowship at Duke University. He finished a residency in ophthalmology before joining the company full time in 2008. Dr. Eifrig first consulted with the Company in 2004 before joining full-time several years later. He launched his health and wealth advisory Retirement Millionaire in early 2009; with tens of thousands of subscribers getting access to real world insights on personal health and wealth creation over the past three decades. His option trading advisory called Retirement Trader, which began in 2010, helped put option selling on the map and arguably has one of the best track records of all time. His conservative but dearly loved letter Income Intelligence shows folks of any age how to invest for income and not speculation. Dr. Eifrig has also served as a member of the MarketWise Board since May 2023. Announcement • May 01
MarketWise, Inc., Annual General Meeting, Jun 12, 2025 MarketWise, Inc., Annual General Meeting, Jun 12, 2025. Announcement • Apr 11
MarketWise, Inc. to Report Q1, 2025 Results on May 15, 2025 MarketWise, Inc. announced that they will report Q1, 2025 results on May 15, 2025 Announcement • Apr 01
MarketWise Announces Reverse Stock Split to Regain Compliance with Nasdaq Minimum Bid Price Requirement MarketWise, Inc. announced that it will effect a 1-for-20 reverse stock split of its common stock, par value $0.0001 per share, effective at 5:00 p.m. Eastern Time on April 2, 2025. The Company’s Class A common stock will begin trading on a reverse-split-adjusted basis when the markets open on April 3, 2025. The Company’s Class A common stock will continue to trade on the Nasdaq Global Market under the symbol "MKTW." David “Doc” Eifrig, Interim Chief Executive Officer, commented, “I am pleased that our stockholders overwhelmingly approved our proposal to effect a reverse stock split, which will bring our per share price into a range that is more commensurate with our current market capitalization. We believe the higher price per share will be more attractive to certain institutional investors, will enable us to meet the Nasdaq continued listing requirements, and will improve the overall market perception of our business. When coupled with our top line growth and improving margins, we believe a reverse stock split positions us well to continue to execute our strategic plan.” The reverse stock split is intended to bring the Company into compliance with the minimum bid price requirement for maintaining the listing of its common stock on the Nasdaq Global Market, and to make the bid price more attractive to a broader group of institutional and retail investors. The Nasdaq Global Market requires, among other things, that a listed company’s common stock maintain a minimum bid price of at least $1.00 per share. Announcement • Mar 05
MarketWise, Inc. announces Quarterly dividend, payable on March 31, 2025 MarketWise, Inc. announced Quarterly dividend of USD 0.0100 per share payable on March 31, 2025, ex-date on March 18, 2025 and record date on March 18, 2025. Announcement • Mar 04
Marketwise, Inc. Declares Quarterly Cash Dividend, Payable on March 31, 2025 MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share on February 27, 2025, as referenced in the press release dated February 28, 2025. A comparable distribution of $0.01 per unit has also been approved to holders of MarketWise, LLC units. The dividend and distribution will be paid on March 31, 2025. The Record Date is March 18, 2025. Announcement • Mar 03
MarketWise, Inc. (NasdaqGM:MKTW) announces an Equity Buyback for $50 million worth of its shares. MarketWise, Inc. (NasdaqGM:MKTW) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its class A common stock. The program is valid for 12 months. Announcement • Jan 15
Marketwise Inc. Announces Special Dividend to Shareholders of Class A Common Stock, Payable on February 26, 2025 MarketWise, Inc. announced a special dividend to shareholders of Class A common stock of $0.03 per share. The dividend which totals approximately $1.3 million in the aggregate, will be paid on February 26, 2025, to shareholders of record as of January 29, 2025. Announcement • Nov 08
MarketWise, Inc. Declares Quarterly Cash Dividend, Payable on December 26, 2024 MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share on November 1, 2024. The dividend and distribution will be paid on December 26, 2024. The Record Date is November 25, 2024. Announcement • Oct 25
MarketWise, Inc. to Report Q3, 2024 Results on Nov 07, 2024 MarketWise, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024 Announcement • Oct 01
MarketWise Receives Non-Compliance Notice from Nasdaq Regarding Minimum Bid Price Requirement On September 24, 2024, MarketWise, Inc. (the ‘Company’) received written notice from The Nasdaq Stock Market (‘Nasdaq’) notifying the Company that it is not in compliance with Nasdaq Listing Rule 5450(a)(1) because the closing bid price of the Company’s common stock was below the required minimum of $1.00 per share for the previous 30 consecutive business days. Nasdaq’s notice has no immediate effect on the listing of the Company’s common stock on the Nasdaq Global Market. Pursuant to Nasdaq Listing Rule 5810(c)(3)(A), the Company has been provided an initial compliance period of 180 calendar days, or until March 24, 2025, to regain compliance with the minimum bid price requirement. To regain compliance, the closing bid price of the Company’s common stock must meet or exceed $1.00 per share for a minimum of 10 consecutive business days prior to March 24, 2025. If the Company does not regain compliance by March 24, 2025, the Company may be eligible for an additional 180-day compliance period if it applies to transfer the listing of its common stock to the Nasdaq Capital Market. To qualify, the Company will be required to meet the continued listing requirement for market value of publicly held shares and all other initial listing standards, with the exception of the bid price requirement, and will need to provide written notice of its intention to cure the deficiency during the second compliance period by effecting a reverse stock split if necessary. If the Company does not regain compliance within the allotted compliance period(s), Nasdaq will provide notice that the Company’s common stock will be subject to delisting. The Company would then be entitled to appeal Nasdaq’s delisting determination. The Company intends to monitor the closing bid price of its common stock and consider its available options to regain compliance with the minimum bid price requirement. No determination regarding the Company’s response has been made at this time. Announcement • Aug 02
MarketWise, Inc. Declares Quarterly Dividend, Payable on September 25, 2024 MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share on August 1, 2024. A comparable distribution of $0.01 per unit has also been approved to holders of MarketWise, LLC units. The dividend and distribution will be paid on September 25, 2024. The Record Date is August 15, 2024. Announcement • May 06
MarketWise, Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on June 25, 2024 MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share. A comparable distribution of $0.01 per unit has also been approved to holders of MarketWise, LLC units. The dividend and distribution will be paid on June 25, 2024. The Record Date is May 15, 2024. Announcement • Apr 28
MarketWise, Inc., Annual General Meeting, Jun 06, 2024 MarketWise, Inc., Annual General Meeting, Jun 06, 2024, at 10:00 US Eastern Standard Time. Agenda: To elect four class iii directors to serve until the 2027 annual meeting of stockholders and until their respective successors shall have been duly elected and qualified; to ratify the appointment of Deloitte & Touche LLP as its independent registered public accounting firm for the fiscal year ending December 31, 2024; and to transact such other business as may properly come before the annual meeting or any continuation, postponement or adjournment of the annual meeting. Announcement • Mar 06
MarketWise, Inc. Declares Quarterly Cash Dividend on Class A Common Stock, Payable on April 25, 2024 MarketWise, Inc. announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share. The dividend will be paid on April 25, 2024. The Record date is March 15, 2024. Announcement • May 20
MarketWise, Inc., Annual General Meeting, Jun 30, 2023 MarketWise, Inc., Annual General Meeting, Jun 30, 2023, at 10:00 US Eastern Standard Time. Agenda: To elect three class ii directors to serve until the 2026 annual meeting of stockholders and until their respective successors shall have been duly elected and qualified; to ratify the appointment of deloitte & touche llp as our independent registered public accounting firm for the fiscal year ending December 31, 2023; and to transact such other business as may properly come before the annual meeting or any continuation, postponement or adjournment of the annual meeting. 
