What Ticker Take does

Ticker Take is a creator-led digital financial media network founded in 2024 and headquartered in West New York, USA. The company produces a video show (distributed on YouTube), an audio podcast, and an email newsletter (branded "Soundcheck"), all hosted by financial journalist Jon Erlichman. Content focuses on investment themes explored through interviews with portfolio managers, asset allocators, and business leaders, with an editorial format that cross-references multiple companies within each thematic episode.

The underlying technology is a conventional digital media publishing stack: a Squarespace-hosted marketing website, a YouTube playlist for video, standard podcast distribution, and email/newsletter delivery. There are no proprietary AI features, no app, and no APIs or developer-facing integrations disclosed in the source data. The content surface is largely human-hosted editorial production centered on a single on-air personality whose prior affiliations with ABC News, Bloomberg Television, and BNN Bloomberg provide the brand's primary credibility.

Ticker Take operates a free, ad/sponsorship-supported model. Revenue mechanics are not publicly disclosed, but logos on the site indicate commercial relationships with retail brokerages (Interactive Brokers, Wealthsimple, Questrade, moomoo, PU PRIME), exchanges (NYSE), and media outlets (BNN Bloomberg, Toronto Star, Globe and Mail, Financial Post, GlobalX), consistent with sponsorship and audience-referral arrangements rather than subscription or licensing fees. The platform serves two persona segments: retail investors seeking accessible investment education and financial professionals seeking thought-leadership reach. No funding rounds, parent company, subsidiaries, or institutional investors are disclosed; the company appears to be founder-owned and operated as a private independent media business.

Name

Ticker Take

Website

https://tickertakeonline.com

Company type

Private

Founded year

2024

Operating status

Operating

Short description

Ticker Take is a creator-led digital financial media network founded in 2024 that produces a YouTube video show, podcast, and newsletter (Soundcheck) hosted by journalist Jon Erlichman, delivering investment-theme interviews to retail investors and financial professionals through sponsorship-supported content distribution.

Ownership category

akta.pro rank

Product category

Financial Media and Investment Content

NAICS

Media Streaming Distribution Services, Social Networks, and Other Media Networks and Content Providers (516210)

SIC

Services-Motion Picture & Video Tape Production (7812)

akta.pro primary industry

Learning Content Bundling & Subscription Passes (All-Access Libraries) (MPACALAL)

akta.pro secondary industry

Social Commerce & Creator Storefronts (Shoppable Links) (MPACAGAI)

Keywords

• Financial media network
• Investment video content
• Market analysis podcasts
• Retail investor education
• Creator-driven finance content

Headquarters

HQ city

West New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Digital Commerce or Content

Cost components

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

Revenue model

1. Media/Sponsorship Revenue: Revenue generated through partnerships with financial services companies, brokerages, and media outlets. Partner logos displayed on the website suggest sponsorship and advertising relationships with financial brands.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Ticker Take operates a creator-driven digital financial media network that produces and distributes original video shows, podcasts, and a newsletter focused on stock market investing and investment themes. Hosted by financial journalist Jon Erlichman, the platform features interviews with financial professionals and business leaders, demonstrating investment themes across multiple companies to make market analysis accessible to retail investors.

Product overview

Ticker Take is a financial media platform centered on investment journalism and market content. The core offering consists of a video show (Ticker Take Video Show) distributed via YouTube that explores investment themes across multiple companies, complemented by a podcast for audio-based financial discussions. An optional newsletter module (Soundcheck) delivers curated content to subscribers. The platform is hosted by Jon Erlichman, a financial reporter formerly with ABC News Bloomberg Television and BNN Bloomberg.

Differentiator

Problem solved

Functional benefit

Products and services

• Ticker Take Video Show A YouTube-based video show hosted by Jon Erlichman that covers investment themes and features multiple companies, providing financial news and market analysis content for retail investors and financial professionals.
• Ticker Take Podcast An audio podcast format covering financial news, stock market discussions, and investment themes, featuring conversations with financial professionals and business leaders for on-the-go listening.
• Ticker Take Newsletter (Soundcheck) A newsletter subscription service branded as Soundcheck that delivers curated financial content, market insights, and investment updates to subscribers via email.

Quantifiable outcome

• Democratizes stock market access for retail investors

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

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

• BNN BloombergcoreGTM or Marketing PartnerMajor financial media partner providing broadcast credibility and distribution. Jon Erlichman is described as a financial reporter for BNN Bloomberg, establishing the platform's journalistic legitimacy.
• NYSEcoreGTM or Marketing PartnerPartnership with New York Stock Exchange provides institutional credibility and access to corporate news and market data for investment content.
• Interactive BrokersflagshipGTM or Marketing PartnerPartnership with Interactive Brokers for broker integration and referral traffic, connecting viewers with trading platform services.
• WealthsimpleflagshipGTM or Marketing PartnerCanadian fintech partnership for investing platform referrals and co-marketing to retail investors.
• QuestradeflagshipGTM or Marketing PartnerCanadian brokerage partnership for trading platform referrals and investor audience engagement.
• moomooflagshipGTM or Marketing PartnerGlobal trading platform partnership for technology integration and audience referrals to trading services.
• REMAXminorGTM or Marketing PartnerReal estate franchise partnership extending brand visibility to property investors and real estate professionals.
• Toronto StarcoreGTM or Marketing PartnerMajor Canadian newspaper partnership providing media credibility and news distribution reach.
• The Globe and MailcoreGTM or Marketing PartnerPremier Canadian business newspaper partnership for content distribution and audience reach in financial community.
• Financial PostminorGTM or Marketing PartnerCanadian financial media outlet partnership for content syndication and audience engagement.
• GlobalXminorGTM or Marketing PartnerPartner logo displayed on website indicating financial services or media collaboration.
• PU PRIMEminorGTM or Marketing PartnerPartner logo displayed indicating brokerage or trading services partnership.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• The Motley Fool: Creator-led investment education and media platform offering stock analysis, podcasts, newsletters, and premium membership services. Closely comparable to Ticker Take in target audience (retail investors) and editorial format (multi-format investing content).
• Morning Brew: Creator-led financial newsletter and media business targeting retail and young-professional investors with daily content across email, podcast, and video. Comparable business model to Ticker Take's newsletter + video + podcast stack and similar sponsorship/advertising revenue mix.
• Seeking Alpha: Crowdsourced investment research and analysis platform serving retail investors with thematic and single-stock content. Comparable to Ticker Take in audience (self-directed retail investors) and editorial focus on investment themes, though distribution is web/app-first versus video-first.
• BiggerPockets: Creator-led real estate investing media network with podcasts, video shows, newsletters, and a community/marketplace. Highly comparable operating model to Ticker Take (host-driven video + podcast + newsletter + partner sponsorships), with adjacent rather than directly overlapping investment vertical.
• Benzinga: Financial news, analysis, and trading-desk media company producing real-time content, newsletters, podcasts, and video for retail and active traders. Comparable audience, content cadence, and reliance on broker/fintech sponsorship.

Broad incumbents

• Yahoo Finance: Large-scale financial news, video, and data platform serving retail investors with editorial coverage, original video, and podcasts. Comparable audience and video-first content strategy, but with substantially larger distribution and a wider content portfolio.
• MarketWatch: Financial news and investment information site producing articles, video, and newsletters for retail investors. Adjacent in audience and editorial focus, though with a primarily written-content format versus Ticker Take's video/podcast-first approach.
• CNBC: Mainstream financial and business media outlet producing video, written, and audio content for retail investors and the broader business audience. Directly comparable content formats and target viewer, though at multi-orders-of-magnitude larger scale.
• Bloomberg Media: Global financial media company producing news, video, podcasts, and newsletters with deep retail and professional investor reach. Ticker Take's host came from BNN Bloomberg; overlap is in audience and editorial subject matter, but Bloomberg operates at vastly larger scale and breadth.

Emerging players

• Stocktwits: Social network and content platform for retail traders and investors, with integrated news, video, and partner broker sponsorship. Comparable audience (self-directed retail) and sponsorship-revenue model, though Ticker Take differentiates via curated long-form video journalism versus real-time social posts.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• YouTubeyoutube.com/playlist?list=PLlsuxoF3WlIxdfHJKLXWxmWCuwaMwn7e7
• Xx.com/jonerlichman

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 Ticker Take