Media Kit 2025

The Smart Portfolio

Institutional investing made actionable for advisors.

55,372
Total Subscribers
99.5%
Corporate Email
22,391
40.4% Tier 1 + 2
Premium Subscribers
9,155
Unique Companies
98.7%
Classification Coverage
37.4%
Top 10 Concentration

Audience Demographics

Deep insights into subscriber composition across seniority, industry, and quality tiers

Seniority Breakdown
Distribution by professional level (excluding Unknown)
Industry Breakdown
Top 8 industries by subscriber count
Subscriber Quality Tiers
Audience segmentation by value classification
Company Size Distribution
Subscriber breakdown by organization size

Cross-Tabulation Analysis

Interactive heatmaps revealing subscriber distribution across multiple dimensions

Audience Matrix
Toggle between different cross-tabulation views
RIA
Wirehouse
IBD
Insurance
Bank WM
Asset Mgmt
Private Bank
WealthTech
C-Suite
359
32
47
29
53
65
30
46
VP / SVP / EVP
708
3,829
588
70
1,237
458
310
71
Director / MD
542
1,300
330
154
411
381
320
108
Head of
61
179
10
29
70
146
117
47
Founder / Partner
1,120
6
152
89
13
157
20
58
Lead / Principal
1,151
783
158
208
255
324
130
149
Manager
217
239
120
54
130
152
76
42
Analyst / Associate
1,173
1,177
252
247
365
496
229
85
Lower
Higher

Top Companies

Leading financial institutions represented in our subscriber base

9,155
Unique Companies
20,734
Top 10 Companies (37.4%)
31,541
Top 50 Companies (57.0%)
Company Rankings
Top 50 companies by subscriber count
RankCompanySubscribersShare
#1UBS5,077
9.17%
#2Morgan Stanley3,382
6.11%
#3Ameriprise Financial3,102
5.6%
#4Merrill Lynch2,013
3.64%
#5Edward Jones1,716
3.1%
#6Equitable1,621
2.93%
#7Prudential Financial1,470
2.65%
#8Thrivent976
1.76%
#9Royal Bank of Canada704
1.27%
#10TIAA673
1.22%
#11Fidelity Investments634
1.14%
#12Northwestern Mutual607
1.1%
#13Robert W. Baird & Co.596
1.08%
#14FMR LLC561
1.01%
#15Raymond James528
0.95%
#16Citigroup472
0.85%
#17JPMorgan Chase430
0.78%
#18Mariner Wealth Advisors421
0.76%
#19LPL Financial398
0.72%
#20Truist393
0.71%