Newsletter Analysis & Insights

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Subscriber Count

57,945

Av. Monthly Revenue

Av. Monthly Expenses

1,000

Founded

2025

Description and Details

The Smart Portfolio decodes how top fund managers allocate capital, manage risk, and design portfolios — so you can apply the same principles for your clients.

Open Rate

37%

Click Rate

Churn Rate

0.4%

Frequency

weekly

No. of Issues Written

Write time/issue

2.5 hrs

Words/ Newsletter

2250

Acquisition Via

Ads

Hosting Platform

Other

Business Analysis

Strengths

The audience includes a lot of Financial Advisors, RIAs and Wealth Managers, who are targeted by lots of financial management platforms. It's a very targeted and high-value audience. Investment funds and private deal sponsors want exposure to these groups for fundraising - platforms charge % on funds raised and investment funds have substantial marketing budgets for fundraising.

Opportunities

Interview 1:1 investment managers (hedge fund, private deal sponsors, etc.) and feature them in the newsletter = exclusive sponsored content. Host AMA workshops on private deals to educate the audience of wealth managers on the latest investment products.

Audience Insights

Geographic Audience

Newsletter Country of Origin: United States

United States

100%

Gender Demographics

Gender demographics data is not available for this newsletter.

Age Demographics

Age demographics data is not available for this newsletter.

What's Included in This Sale

Assets

Domain Name

Subscriber List

Back-Catalog of Email Campaigns

Website

Name and Branding

Newsletter Creation Assets

Support

1 Month of Limited Support