8 Personal Finance Newsletter Success Stories [2023]

8 Personal Finance Newsletter Success Stories [2023]
Start A Personal Finance Newsletter

Here are some real life success stories of starting a personal finance newsletter:

1. Ticker Nerd ($48K/year)

Luciano Viterale (from Sydney NSW, Australia) started Ticker Nerd over 2 years ago.

$4K / month
2 founders / 0 employees

Case Study

My name is Luc and I run Ticker Nerd with my close friend and business partner Sam! Ticker Nerd is a monthly subscription service for investors that surfaces and analyzes trending stocks before the hype train arrives. All packaged neatly into our weekly report. We’re currently at $4.5k MRR without spending a single dollar on advertising.


2. MarketBeat ($25.6M/year)

Matt Paulson (from Sioux Falls, South Dakota, USA) started MarketBeat about 12 years ago.

$2.13M / month
1 founders / 6 employees
Sioux Falls, South Dakota, USA

Case Study

My name is Matt Paulson and I’m the founder of MarketBeat, a financial media company that empowers individual stock investors to make better trading decisions by providing objective financial information and real-time market data.

MarketBeat is expected to generate approximately $8 million in revenue in 2019 and end the year at about 1.3 million unique email subscribers.


Learn more about starting a personal finance newsletter:

Where to start?

-> How much does it cost to start a personal finance newsletter?
-> Pros and cons of a personal finance newsletter

Need inspiration?

-> Examples of established personal finance newsletter
-> Marketing ideas for a personal finance newsletter

Other resources

-> Personal finance newsletter tips

4. Money Talk ($1.2K/year)

Qin Xie (from London, England, United Kingdom) started Money Talk almost 3 years ago.

$100 / month
1 founders / 1 employees
London, England, United Kingdom

Case Study

Hi, I’m Qin Xie, a journalist, and editor based in London. I recently launched Money Talk, a reader-funded newsletter on personal finance.

It’s early days still - Money Talk went live at the end of May - but I made £100 in the first month and a couple of people even signed up for a whole year.


5. TSOH Investment Research Service ($192K/year)

Alex Morris (from Davie, FL, USA) started TSOH Investment Research Service almost 2 years ago.

$16K / month
1 founders / 1 employees

Case Study

My name is Alex Morris, and I run the TSOH Investment Research service. Before launch, I spent a decade working in the investment advisory (RIA) business as an equities research analyst. Years of experience in the RIA business helped me to see, firsthand, how much of finance is shrouded with a somewhat false sense of expertise, as well as the overwhelming influence of the advisors’ / investment managers’ incentives (retaining / growing AUM and sustaining a large recurring fee base), which leads to questionable long-term decision-making. With my service, I provide complete transparency into the investment philosophy, research process, and long-term outcomes of an experienced equities analyst and CFA Charterholder.

The research service has grown steadily over the past 13 months; as of May 2022, it now generates ~$17,000 per month in subscription revenues (after accounting for Substack’s cut).


6. Alpha Letter ($420K/year)

Jack Kerouac (pseudonym) (from ) started Alpha Letter about 2 years ago.

$35K / month
1 founders / 0 employees

Case Study

Thanks for having me on Starter Story. I can’t disclose who I am for professional reasons, but I started, run, and operate Alpha Letter and a few other financial media publications. Some people know me as Jack Kerouac. Others call me Anon. And then others call me by the dozen or so Twitter accounts that I have run in the past or currently running.

Today, all my properties collectively are bringing in around $30,000-35,000 in revenue per month.


7. Contrarian Thinking ($72K/year)

Codie Sanchez (from Austin, TX, USA) started Contrarian Thinking over 3 years ago.

$6K / month
1 founders / 4 employees

Case Study

I’m Codie Sanchez, and I am the Founder and owner of Contrarian Thinking. Our mission is to free minds and build the bank accounts of our readers. Specifically, we strive to help one million people become financially, philosophically, and physically free.

We currently have over 100,000+ newsletter subscribers and a community of over 1.5 million people across our social media platforms with a run rate of $3m this year.


Pat Walls,  Founder of Starter Story
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