Name

Marcus Today

Legal name

Marcus Today Pty Ltd

Website

https://marcustoday.com.au

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Investment Newsletter & Managed Portfolios

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

• Investment newsletter
• Stock market analysis
• Managed portfolio
• Model portfolios
• Financial education

Headquarters

HQ city

Beaumaris

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Newsletter Subscription: Marcus Today generates primary revenue through paid newsletter subscriptions. Subscription plans include 1-month, 6-month, 1-year, and 2-year terms, with automatic renewal at the prevailing rate. The subscription provides daily market insights, portfolio ideas, trade alerts, educational content, and access to the Members Hub. Legacy/discounted rates are forfeited if auto-renew is disabled.
2. MT20 Managed Portfolio: MT20 is a professionally managed ETF portfolio service where Marcus Today actively manages client portfolios held in the client's own account via OpenWealth. The strategy mirrors the Marcus Today Strategy Portfolio. This is a fee-based managed services revenue stream with assets under management, currently stated at approximately $150 million.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

Marcus Today is an Australian investment newsletter and market intelligence service founded in 1998 by Marcus Padley. It delivers daily stock market analysis, three model portfolios (Strategy, Income, Growth), educational content, and trade alerts to self-directed investors through a Members Hub platform. The service also offers a professionally managed ETF portfolio (MT20, approximately $150M AUM) and Separately Managed Accounts (MT Growth SMA, MT Income SMA) for hands-off investors.

Product overview

Marcus Today is an Australian investment newsletter and market intelligence platform founded by Marcus Padley. The core product is the Marcus Today Membership, a subscription service delivering daily stock market analysis, portfolio recommendations, and educational content. The platform offers three model portfolios (Strategy, Income, Growth) with performance tracking, plus two managed investment options: MT20 (a professionally managed ETF portfolio with approximately $150 million AUM) and Separately Managed Accounts (Growth SMA and Income SMA) with $50,000 minimum entry. Free tools include a Dividend Calculator, Superannuation Calculator, Stock Box, and ETF Spreadsheet. Content is delivered via the Members Hub platform updated throughout each trading day with Pre-Market Reports, ASX Today updates, and End-of-Day analysis, supplemented by educational resources and podcasts.

Differentiator

Problem solved

Functional benefit

Brands

• MT20: A professionally managed ETF portfolio held in the investor's own account, following the same disciplined approach as the Marcus Today Strategy Portfolio.
• Members Hub
• MT Growth SMA
• MT Income SMA

Products and services

• Marcus Today Membership Premium subscription service providing daily stock market insights, expert analysis from Marcus Padley and Henry Jennings, portfolio recommendations, educational content, and real-time market updates for self-directed Australian investors. Includes access to the Members Hub, three daily emails (Pre-Market, Midday, End-of-Day), podcasts, model portfolios, and member-exclusive tools.
• MT20 Managed Portfolio Professionally managed ETF portfolio held in the user's own account via OpenWealth platform. Follows the same disciplined market-timing approach as the Strategy Portfolio, actively adjusting positions as market conditions change. Currently manages approximately $150 million in client assets.
• MT Growth SMA Separately Managed Account designed for investors seeking actively managed Australian equity portfolio with moderately aggressive risk profile. Minimum entry of $50,000. Investors retain beneficial ownership of underlying shares, with consolidated reporting through Praemium's online portal.
• MT Income SMA Separately Managed Account focused on equity income investing through Australian companies with reliable earnings and dividends. Minimum entry of $50,000. Investors retain beneficial ownership of underlying shares. Platform provided by Praemium.
• Strategy Portfolio Market-timing model portfolio using ASX-listed ETFs to capture trends and reduce downside during major corrections. Return since inception: 20.97% per annum; FY25 return: 23.19%.
• Income Portfolio Model portfolio focused on reliable income from large-cap Australian companies, backed by consistent earnings, strong dividends and franking credits. Return since inception: 11.68% per annum; FY25 return: 27.18%.
• Growth Portfolio Model portfolio targeting high-quality growth stocks with strong trends, adjusted as sentiment and fundamentals evolve. Return since inception: 9.27% per annum; FY25 return: 22.75%.
• Members Hub (Platform) Member-exclusive web-based platform providing structured access to all Marcus Today content including expert insights, market updates, portfolio changes, model portfolios, trade alerts, podcasts, and educational resources.

Quantifiable outcome

• Strategy Portfolio: 20.97% return since inception (FY25 return of 23.19%)
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core and minor.

• OpenWealthcoreTechnology or IntegrationOpenWealth is the platform through which MT20 managed portfolios are delivered. Clients log in via the OpenWealth portal to access their managed ETF portfolios. The partnership enables Marcus Today to offer a professionally managed, hands-off investment product while using OpenWealth's platform infrastructure for account management, reporting, and execution.
• PraemiumcoreTechnology or IntegrationPraemium is the platform provider for the Marcus Today Separately Managed Accounts (SMA). As a market-leading managed accounts platform in Australia, Praemium provides the technology infrastructure enabling Marcus Today to manage client portfolios with beneficial share ownership, consolidated reporting, and 24/7 online access.
• EquityMatesminorGTM or Marketing PartnerEquityMates is a media partner of Marcus Today, listed among trusted outlets that carry or feature Marcus Today's content. The partnership contributes to brand credibility and audience reach within the Australian investing community.
• AusBizminorGTM or Marketing PartnerAusBiz is a media partner that distributes or features Marcus Today's investment content, expanding reach to retail investors through the AusBiz platform.
• ABC News BreakfastminorGTM or Marketing PartnerMarcus Today appears on ABC News Breakfast as a media partner, providing investment commentary on national television. This partnership provides significant third-party credibility and broad audience reach across Australian viewers.
• Thomson ReutersminorGTM or Marketing PartnerThomson Reuters is listed as a media partner, indicating Marcus Today's content or commentary is distributed through Thomson Reuters channels to professional and institutional audiences.
• NAB TrademinorGTM or Marketing PartnerNAB Trade is listed as a media partner, indicating a content or commentary distribution relationship with National Australia Bank's trading platform audience.
• LiveWireminorGTM or Marketing PartnerLiveWire is a media partner distributing Marcus Today's investment content and commentary to its audience of self-directed investors.
• Clime Advice Pty Ltd / AdviceNet Pty LtdcoreImplementation/ SI/ Consulting PartnerMarcus Today Pty Ltd is a Corporate Authorised Representative (No. 310093) of Clime Advice Pty Ltd (AFSL 308200) / AdviceNet Pty Ltd (AFSL 308200). This is the financial services licence under which Marcus Today operates. Clime provides the AFSL framework, enabling Marcus Today to provide financial product advice legally in Australia. Marcus Today also refers clients for financial planning services through Clime.
• IntellectaminorOthersIntellecta is the website development agency that built and maintains the Marcus Today website. Listed as 'website proudly presented by Intellecta.'

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Motley Fool Australia: Australian arm of the global Motley Fool investment advisory brand offering paid stock-picking services and managed portfolios. Comparable subscription + portfolio-management model serving Australian retail investors.
• The Intelligent Investor: Long-running Australian investment research and model-portfolio subscription service. Closely comparable to Marcus Today across business model (paid subscription + model portfolios), ASX focus, and self-directed investor target.
• Livewire Markets: Australian markets commentary platform featuring buy-side analysts and asset managers. Comparable as a content/markets-commentary destination for self-directed investors and as a media partner Marcus Today is already distributed through.
• Switzer Daily / Switzer Financial Group: Paul Switzer's Australian subscription investment newsletter and media business. Directly comparable as a personality-led daily investment commentary service targeting Australian self-directed investors with a paid membership model.
• Fat Tail Daily: Australian macro and investment newsletter focused on contrarian/cycle calls. Comparable Australian retail subscription newsletter targeting self-directed investors with daily/weekly commentary.

Broad incumbents

• Clime Asset Management / Clime Advice: Australian wealth manager and AFSL holder (AdviceNet/Clime) under which Marcus Today operates its CAR. Adjacent incumbent serving similar segments and the licensing counterparty to Marcus Today.
• InvestSMART: ASX-listed Australian investment platform offering managed portfolios, SMAs, and model portfolios. A larger incumbent serving the same self-directed investor segment with managed-account products analogous to MT20 and the Praemium SMAs.

Emerging players

• Simply Wall St: Visual investment research platform with Australian coverage, offering fundamental analysis and model portfolios via subscription. Comparable as a tech-enabled investment research subscription targeting DIY investors.
• Stockopedia (UK): Subscription investment research and stock-screening platform popular with self-directed investors. Comparable business model in fundamental research + screening + community, though primarily UK-focused.

Others

• EquityMates: Australian investing media and podcast brand already a listed media partner of Marcus Today. Comparable audience-overlap with Marcus Today and a co-marketing/distribution peer rather than direct competitor.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/Marcus_Today
• YouTubeyoutube.com/user/marcustoday1
• Facebookfacebook.com/marcustodaynewsletter
• LinkedInau.linkedin.com/company/marcustoday

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Marcus Today