Investment News

What Investment News does

InvestmentNews is a B2B trade media platform serving financial advisors, registered investment advisors (RIAs), independent broker-dealers, and wealth management professionals across the United States. Founded in 1998 and operating as a DBA under KM Business Information US, Inc., the company publishes news, analysis, research, and multimedia content covering retirement planning, fintech, advisor technology, practice management, regulation, and industry awards. The core platform is investmentnews.com, a subscription-based digital media property with $19.99/month recurring pricing and auto-renewal, supplemented by an email newsletter, the IN THE NASDAQ video series, The InvestmentNews Podcast, white papers, webinars, and an active social presence on Facebook, X/Twitter, LinkedIn, YouTube, and RSS feeds.

The company monetizes through two principal streams: recurring digital subscriptions targeting individual advisors, and sponsored content, sponsorships, and partnerships with asset managers, wealthtech firms, broker-dealers, and insurance providers (e.g., Prudential Advisors flagship sponsorship; sponsored content from Orion, WisdomTree, Capital Group, TCW, Northern Trust, American Equity). A second revenue vector comes from the annual InvestmentNews Awards program — including Excellence Awardees, 5-Star Wealth Management Teams, 5-Star Financial Planners, the $100M Club, and Top Financial Professionals — which combines event revenue with sponsorship monetization. The proprietary Advisor Benchmarking Study, drawn from 77 advisory firm respondents in the 2024 edition, functions as both a research product and a recurring engagement mechanism with the advisor community.

Strategically, InvestmentNews operates as a niche trade publisher with a horizontal segmentation approach across the wealth management value chain. It emphasizes deep coverage of advisor-facing concerns (regulation, technology adoption, practice management, retirement policy) and uses its awards franchise as a flagship brand asset. The company maintains a small headcount (11-50 employees) and operates primarily from New York. Distribution is multi-channel and digitally native, with content syndication through PR Newswire and active event programming. The technology stack is a conventional content management and newsletter delivery system with video hosting, RSS, and webinar capabilities — there is no disclosed AI/ML technology, proprietary data products, or platform API.

Name

Investment News

Legal name

KM Business Information US, Inc.

Website

https://investmentnews.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

InvestmentNews is a B2B trade media platform delivering subscription-based news, analysis, research, video, and awards to financial advisors, RIAs, and wealth management professionals in the United States under parent KM Business Information US, Inc.

Ownership category

akta.pro rank

Product category

Financial News Media

NAICS

Periodical Publishers (51312)

SIC

Periodicals: Publishing Or Publishing & Printing (2721)

akta.pro primary industry

Business, Financial & Trade News Publishers (MPAJADAC)

akta.pro secondary industry

Newsletters & Email-Based News Publishers (B2B/B2C) (MPAJADAJ)

Keywords

• Financial advisor news
• Wealth management media
• Industry benchmarking research
• Financial advisor awards
• Practice management content

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Digital Subscriptions: InvestmentNews generates revenue primarily through digital subscriptions priced at $19.99 per month with auto-renewal. Subscribers receive unlimited access to editorial content including news articles, research reports, videos, podcasts, and white papers. The subscription model provides recurring revenue with automatic renewal unless cancelled.
2. Sponsored Content and Sponsorships: The company offers sponsorship opportunities for webinars, white papers, and event content. Examples include sponsored articles from companies like Orion (webinar), WisdomTree (white paper), and partnerships with Prudential Advisors for award events.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels10 records

Core offering

InvestmentNews delivers subscription-based digital news, analysis, and research content to financial advisors and wealth management professionals through its website (investmentnews.com). It also produces the annual InvestmentNews Awards program, the Advisor Benchmarking Study research report, sponsored white papers, webinars, podcasts, and the IN THE NASDAQ video interview series.

Product overview

InvestmentNews operates a B2B media and information platform serving financial advisors and wealth management professionals. The core product is the investmentnews.com website offering subscription-based access to financial news, analysis, and research across multiple content formats including articles, videos/podcasts, white papers, and webinars. The company also organizes an annual InvestmentNews Awards program recognizing excellence in the wealth management industry. Revenue is generated through digital subscriptions ($19.99/month) and sponsored content partnerships. The platform organizes content across category sections including Retirement Planning, AdvisorTech, Fintech, Practice Management, RIA News, and Independent Broker Dealers.

Differentiator

Problem solved

Functional benefit

Products and services

• InvestmentNews.com Digital Platform Subscription-based financial news and information website serving financial advisors and wealth management professionals with industry news, analysis, and research content across retirement planning, advisor technology, fintech, practice management, and regulatory compliance.
• InvestmentNews Newsletter Email newsletter delivering original insights, commentary, and analysis of issues facing the financial advice community to subscriber inboxes.
• InvestmentNews White Papers
• IN THE NASDAQ Video Series
• InvestmentNews Podcast
• InvestmentNews Awards Program
• InvestmentNews Webinars
• Advisor Benchmarking Study

Quantifiable outcome

• InvestmentNews Awards received nominations from across the wealth management industry including 231 nominations for 5-Star Financial Planners list with 80 ultimately selected.
• +2 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Ten partnerships are on record, tiered minor, flagship and core.

• AdvizorProminorOthers · 17 June 2026InvestmentNews cited AdvizorPro analysis showing women represent approximately 24 percent of the nation's financial advisors according to a July 2025 analysis.
• Prudential AdvisorsflagshipGTM or Marketing Partner · 15 May 2026Prudential Advisors partnered with InvestmentNews to sponsor and co-host red carpet award events and a summit for the wealth management industry. Chief Marketing Officer Mike Klein stated the sponsorship aims to recognize excellence across the wealth management sector. The partnership covers multiple industry award events and a dedicated summit.
• Summit Global Private WealthminorGTM or Marketing Partner · 12 May 2026Summit Global Private Wealth's R.J. Cunningham was named to InvestmentNews 5-Star Financial Planners 2026 list, recognizing his client-first approach and integrated financial planning practice.
• 5-Star Wealth Management TeamscoreGTM or Marketing Partner · 12 May 2026InvestmentNews revealed its 5-star wealth management teams for 2026, recognizing outstanding teams in the wealth management industry.
• Amplify ETFscoreGTM or Marketing Partner · 7 May 2026Amplify ETFs was named an Excellence Awardee in the 2026 InvestmentNews Awards for the ETF Provider of the Year category. Amplify grew AUM from approximately $10 billion to more than $16 billion in 2025, driven by strong net inflows and new product development.
• Wall Street Alliance GroupminorGTM or Marketing Partner · 5 May 2026Syed Nishat, partner at Wall Street Alliance Group, was named number one on InvestmentNews' Top Financial Professionals 2026 list, recognizing 100 leading financial advisors.
• Longwave FinancialminorGTM or Marketing Partner · 20 April 2026Longwave Financial founder and CEO Nathan Munits was named a nominee for the InvestmentNews 2026 Advisor of the Year Award in the ESG/Responsible Investing category.
• 2026 Excellence AwardeescoreGTM or Marketing Partner · 16 April 2026InvestmentNews revealed the 2026 class of Excellence Awardees for the InvestmentNews Awards, recognizing excellence across multiple categories in wealth management.
• CeteracoreGTM or Marketing Partner · 13 April 2026Cetera was named an Excellence Award finalist in the 2026 InvestmentNews Awards for AI-Powered WealthTech Innovation category. Cetera's AI-powered Share of Wallet Advisor Growth Engine, developed in partnership with TIFIN, surfaced $5.95 billion in addressable assets and generated $21.6 million in net new assets during the pilot.
• Grant Capital / Integrated Equity Management PartnersminorGTM or Marketing Partner · 5 March 2026Norman D. Grant, Managing Director of Grant Capital and Partner of Integrated Equity Management Partners, was named to InvestmentNews Top Financial Professionals 2026 list.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Market position

Competitive moat4 records

Key highlights6 records

Customer concentration

• Xx.com/newsfromIN
• YouTubeyoutube.com/channel/UCUNDiLMQWOJOgKEj9Pe4-9A
• Facebookfacebook.com/newsfromIN
• LinkedInlinkedin.com/company/investmentnews

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Investment News