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Mogo Announces Exclusive Partnership with Tom Lee’s Fundstrat to Bring Their

2 months ago
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VANCOUVER, British Columbia-(BUSINESS WIRE)-Mogo Inc. (NASDAQ:MOGO) (TSX:MOGO) (“Mogo” or the “Company”), a leading digital payments and financial technology company, today announced a new partnership to provide MogoMembers with exclusive access to crypto and other equity research from FSInsight LLC (“FSI”), a market-leading, independent research firm that is a division of Fundstrat Global Advisors (“Fundstrat”). Fundstrat/FSI was founded by Thomas J. Lee, CFA—a top-ranked Wall Street analyst with 30 years of research experience, the former Chief Equity Strategist at global investment bank JPMorgan, and a contributing editor with CNBC—and veteran Wall Street sales executive John Bai. FSI provides individuals with the same quality of research that banks and hedge funds receive to make their investment decisions.

Under the agreement, Mogo will be the exclusive distributor bringing FSI’s research to Canada’s retail investor market. Mogo will make FSI research available to MogoMembers. The focus will be on crypto research and related research products and services produced by FSI, including free weekly and monthly crypto briefings, access to exclusive interviews, and preferred access to monthly and annual subscription-based crypto research available through FSI. MogoMembers will also have access to exclusive quarterly webinars with Tom Lee.

“Tom Lee and the team at FSI have done an amazing job creating highly differentiated research on the markets, as well as emerging areas like crypto, that we believe will give our members valuable insights and analysis when making investment decisions,” said Greg Feller, President and CFO of Mogo. “MogoCrypto has been a strong growth area for the company, and the addition of FSI’s research to our platform is a significant value-add for members. This fills an important gap in the market for high-quality research in this emerging asset class.”

“I am delighted to be partnering with Canadian fintech leader Mogo. They are a great partner and have a large client base which we expect will be able to leverage our data-driven and evidence-based research, both for equity and crypto markets,” said Thomas Lee, Co-Founder and Head of Research at Fundstrat.

“Working with a world class organization like Mogo will help us extend our reach to new investors and make our work more widely available to retail clients in Canada. This is an important partnership in our strategy as we look to establish more arrangements with other key market players around the world,” added John Bai, co-founder and Head of Sales and Business Development at Fundstrat.

David Feller, CEO of Mogo, added: “After Mogo’s recent expansion into the $4-trillion wealth space in Canada with the acquisition of Moka, and plans to launch free stock trading, our goal is to not only have a best-in-class product offering but best-in-class educational and research content for our members, and we’re thrilled…



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