mwb research
mwb research AG is a Hamburg-based independent equity research firm providing research coverage on 100+ listed companies through its MiFID II-compliant ResearchHub platform, serving institutional and retail investors while generating revenue from issuer-paid coverage contracts, investor access events, and capital markets transaction support.
- Company typePrivate
- Founded2006
- HeadquartersHamburg, Germany
- Headcount1–10
- GTM typeB2B
- OfferingServices
What mwb research does
mwb research AG is an independent equity research firm headquartered in Hamburg, Germany, founded in 2006. The company provides research coverage on 100+ listed companies, primarily German and European mid- and large-caps across sectors including automotive, semiconductors, chemicals, defense, healthcare, and fintech. Its core product is the ResearchHub platform — a MiFID II-compliant, freely accessible digital hub that distributes research, hosts event registration, facilitates one-on-one investor-company meetings, and provides screening tools, serving 30,000+ users worldwide.
The firm's business model combines three revenue streams: (1) research coverage services sold to listed companies (issuers) on multi-year contracts with customized packages from entry-level to all-inclusive; (2) investor access services including roundtables, earnings calls, 5-6 pop-up conferences annually, and professional video production; and (3) capital markets transaction support for IPOs, capital increases, secondary placements, and bond issues, operated as a tied agent under mwb fairtrade Wertpapierhandelsbank AG's regulatory umbrella. Research is distributed via Bloomberg, Refinitiv, CapitalIQ, and AlphaSense to institutional investors, with additional retail and semi-professional reach through SEO-optimized content, social media, and retail platforms, totaling 80,000+ monthly contacts and 1,700+ professional subscribers.
mwb research is regulated by BaFin (Bundesanstalt für Finanzdienstleistungsaufsicht) and operates with a very lean team of 1-10 employees. The company positions itself as a FinTech and digital disruptor in the German equity research market, distinguishing itself through digital distribution, English-language research for international reach, and creative between-reporting-period analysis when investor attention is elevated. Leadership comprises a Management Board of Holger Nass, Thomas Wissler, and Dr. Oliver Wojahn, CFA, with Kai Jordan as Chairman of the Supervisory Board.
mwb research firmographics
Firmographics- Name
- mwb research
- Legal name
- mwb research AG
- Website
- https://mwb-research.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- mwb research AG is a Hamburg-based independent equity research firm providing research coverage on 100+ listed companies through its MiFID II-compliant ResearchHub platform, serving institutional and retail investors while generating revenue from issuer-paid coverage contracts, investor access events, and capital markets transaction support.
- Ownership category
- akta.pro rank
mwb research industry classification
Industry- Product category
- Equity Research Services
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Equity Research (FSACAGAA)
- akta.pro secondary industry
- Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
Keywords
Where mwb research is headquartered
LocationHeadquarters
- HQ city
- Hamburg
- HQ country
- Germany
- HQ region
- Europe
Offices1 record
Markets served
mwb research business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Research Coverage Services: mwb research provides equity research coverage services to listed companies. Research is produced in 3-4 weeks and priced on request. The company states 'One size fits all gilt am Kapitalmarkt nicht' (one size does not fit all in capital markets), indicating customized service packages from entry-level to all-inclusive.
- Capital Markets Transaction Support: The company assists issuers with capital increases, IPOs, secondary placements, or bond issues. They provide transaction-related research and placement services through their banking partner mwb fairtrade Wertpapierhandelsbank AG under whose liability umbrella they operate as a tied agent for investment brokerage (Section 2 (2) No. 3 WpIG) and placement business (Section 2 (2) No. 8 WpIG).
- Investor Access Services: Services include roundtables, earnings calls, conferences, and video production for issuers. Revenue is generated through fees for these premium investor relations services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Research coverage for listed companies - pricing on request |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels9 records
mwb research product offering
Product offeringCore offering
mwb research provides independent equity research coverage and investor relations services for listed companies (emittenten). Core offerings include commissioned research reports on 100+ companies, investor access services (roundtables, earnings calls, pop-up conferences, video production), and capital markets transaction support for IPOs, capital increases, secondary placements, and bond issues delivered in cooperation with banking partner mwb fairtrade Wertpapierhandelsbank AG. Research is distributed via the proprietary ResearchHub platform and through Bloomberg, Refinitiv, CapitalIQ, and AlphaSense.
Product overview
mwb research operates as a digital equity research firm offering a suite of services to listed companies and investors. Their primary platform is ResearchHub, a MiFID II-compliant research distribution platform covering 100+ companies. The company provides research services (analyst coverage and equity story communication), investor access services (roundtables, earnings calls, conferences, videos), and capital markets support (transaction assistance for capital increases, IPOs, secondary placements, bond issues). The ResearchHub platform serves as the central hub for distributing their research and enabling investor-issuer interactions.
Differentiator
Problem solved
Functional benefit
Products and services
- ResearchHub Platform MiFID II-compliant proprietary digital platform providing analysis, company profiles, and background information on 100+ covered companies. Features include event registration, one-on-one meetings, screening tools, roundtable videos, and research distribution. Used by listed companies for visibility and by investors for research access.
- Equity Research Coverage Commissioned equity research reports and coverage for listed companies, including analyst coverage, equity story communication, and recurring updates between reporting periods. Targeted at publicly traded companies seeking independent research coverage.
- Investor Access Services Investor relations services including online roundtables, earnings calls, pop-up conferences, and professional video production (elevator pitches, CEO interviews, quarterly results commentary). Designed to help listed companies communicate their equity story to investors.
- Capital Markets Transaction Support Transaction-related research and placement support for capital increases, IPOs, secondary placements, and bond issues. Provided as a tied agent for investment brokerage and placement business under the liability umbrella of mwb fairtrade Wertpapierhandelsbank AG.
Quantifiable outcome
- 80,000+ monthly contacts across investor network
- +5 more outcomes
Companies that use mwb research
Customer profileNamed customers19 records
Segments3 records
Ideal customer profiles2 records
mwb research technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
mwb research partnerships and signals
Strategic signalScale indicators8 records
Recent moves5 records
Expansion highlights5 records
mwb research competitors and assessment
Company assessmentDirect peers
- BankM Research: Frankfurt-based bank focused on small- and mid-cap equity research and capital markets services. Comparable as a smaller bank/research provider doing issuer-paid coverage and IPO support.
- SRC Research: Independent German research provider issuing research on German small- and mid-cap companies. Competes head-to-head with mwb research for issuer-paid coverage contracts.
- Quirin Privatbank AG: German boutique private bank with proprietary equity research on German SMEs and associated capital markets services. Comparable mid-market research and IR offering.
- First Berlin Equity Research: Berlin-based independent research firm covering primarily small- and mid-cap European listed companies. Closely comparable digital-first research boutique serving similar issuer and investor clients.
- Independent Research: Frankfurt-based independent research firm providing equity research on European listed companies. Direct competitor in the German-speaking institutional research market.
- Edison Group: Independent research and advisory firm with equity research coverage across Europe, including German issuers. Closely comparable business model combining research with investor access and capital markets advisory.
- Montega AG: Independent German equity research house covering German small- and mid-caps, providing research reports and investor access services. Directly competes with mwb research for the same issuer-paid mandates.
- GBC AG: Independent German equity research firm focused on small- and mid-cap German issuers, with a comparable research-plus-investor-relations model. They are one of the closest direct competitors to mwb research in the German SME research market.
Broad incumbents
- Kepler Cheuvreux: Pan-European independent broker with broad equity research coverage and capital markets services. Comparable in offering (research distribution through Bloomberg/Refinitiv + ECM) but serves a wider geographic footprint.
- Baader Bank AG: Large German bank with a substantial equity research and capital markets franchise covering mid- and large-cap German issuers. Comparable institutional research footprint but at a much larger scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
mwb research social profiles
Digital presencemwb research compliance and trust
Trust signalCompliance2 records
mwb research financial estimates
Financial estimateRevenue estimate
Valuation estimate
mwb research leadership team
Management profileNumber of profiles
Profiles4 records
mwb research funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
mwb research M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about mwb research
What does mwb research do?
mwb research provides independent equity research coverage and investor relations services for listed companies (emittenten). Core offerings include commissioned research reports on 100+ companies, investor access services (roundtables, earnings calls, pop-up conferences, video production), and capital markets transaction support for IPOs, capital increases, secondary placements, and bond issues delivered in cooperation with banking partner mwb fairtrade Wertpapierhandelsbank AG. Research is distributed via the proprietary ResearchHub platform and through Bloomberg, Refinitiv, CapitalIQ, and AlphaSense.
Is mwb research a public or private company?
mwb research is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was mwb research founded?
mwb research was founded in 2006. It employs 1 to 10 people.
Where is mwb research based?
mwb research is headquartered in Hamburg, Germany, in the Europe region.
How does mwb research make money?
Three revenue lines are on record. Research Coverage Services are the primary driver. The others are capital Markets Transaction Support and investor Access Services.
Who are mwb research's main competitors?
Direct peers on record are BankM Research, SRC Research, Quirin Privatbank AG, First Berlin Equity Research, Independent Research, Edison Group, Montega AG and GBC AG. Broad incumbents are Kepler Cheuvreux and Baader Bank AG.
Does mwb research have an API?
No public API is recorded for mwb research.
What industry is mwb research in?
mwb research's product category is Equity Research Services. Its primary akta.pro industry code is FSACAGAA, Equity Research, with a secondary code of FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail). Its NAICS code is 523940 and its SIC code is 6282.