Insights

Niche Market Focus Wide Moat Research specializes in income-oriented investment strategies within a niche market of individual investors seeking principled and sustainable returns, presenting an opportunity to tailor advanced financial products or analytics tools that cater specifically to this targeted audience.

Unique Value Proposition By emphasizing principles derived from renowned value investors like Benjamin Graham and offering proprietary valuation and quality models via a partnership with FactSet, the company positions itself as an expert-driven platform, suggesting potential for premium content, consulting, or data service integrations.

Growth Potential With a revenue range of 1M to 10M and a relatively small team, Wide Moat Research shows room for expansion in product offerings, client base, or technological capabilities, opening opportunities for scaled SaaS solutions, added analytics, or ongoing subscription upgrades.

Market Visibility Compared to larger competitors like Morningstar or Motley Fool, Wide Moat Research’s specialized focus on income equities appeals to a specific investor segment, creating potential for targeted marketing campaigns, strategic partnerships, and educational initiatives to increase market share.

Technology & Data Infrastructure Utilizing cloud-based services, WordPress, MySQL, and other modern tech stacks, the company is well-positioned to modernize or extend digital offerings, suggesting opportunities for developing new web-based tools, personalized dashboards, or mobile solutions for your sales outreach.

Wide Moat Research Tech Stack

Wide Moat Research uses 8 technology products and services including Cloudflare CDN, Cloudflare, WordPress, and more. Explore Wide Moat Research's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • WordPress
    Content Management System
  • MySQL
    Database
  • jQuery
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • PHP
    Programming Languages
  • Sassy Social Share
    Widgets

Media & News

Wide Moat Research's Email Address Formats

Wide Moat Research uses at least 1 format(s):
Wide Moat Research Email FormatsExamplePercentage
FLast@widemoatresearch.comJDoe@widemoatresearch.com
50%
FLast@widemoatresearch.comJDoe@widemoatresearch.com
50%

Frequently Asked Questions

Where is Wide Moat Research's headquarters located?

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Wide Moat Research's main headquarters is located at 700 South Rosemary Avenue, Suite 204. The company has employees across 2 continents, including North AmericaSouth America.

What is Wide Moat Research's official website and social media links?

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Wide Moat Research's official website is widemoatresearch.com and has social profiles on LinkedIn.

What is Wide Moat Research's NAICS code?

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Wide Moat Research's NAICS code is 511 - Publishing Industries (except Internet).

How many employees does Wide Moat Research have currently?

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As of December 2025, Wide Moat Research has approximately 11 employees across 2 continents, including North AmericaSouth America. Key team members include Chief Executive Officer: B. T.Co-Founder, Senior Equity Analyst: A. G.Director Research Operations: N. B.. Explore Wide Moat Research's employee directory with LeadIQ.

What industry does Wide Moat Research belong to?

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Wide Moat Research operates in the Book and Periodical Publishing industry.

What technology does Wide Moat Research use?

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Wide Moat Research's tech stack includes Cloudflare CDNCloudflareWordPressMySQLjQueryDocuSignPHPSassy Social Share.

What is Wide Moat Research's email format?

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Wide Moat Research's email format typically follows the pattern of FLast@widemoatresearch.com. Find more Wide Moat Research email formats with LeadIQ.

When was Wide Moat Research founded?

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Wide Moat Research was founded in 2020.

Wide Moat Research

Book and Periodical PublishingFlorida, United States11-50 Employees

Wide Moat Research is a premium research platform that covers a wide range of income-oriented strategies. Our mission is “to empower individual investors while protecting principal at all costs.”

This approach is time-tested and expert-approved. The complementary strategies we provide all stem from principles taught by value-investing giants like Benjamin Graham. Accept no substitutes.

“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.”
– Benjamin Graham

As a financial newsletter firm, we invest a tremendous amount of time into continuously improving how we evaluate the financials, risks, and growth rates of sectors, subsectors, and specific companies.  

The Wide Moat Research team surveys domestic and foreign markets for investments generating highly attractive yet sustainable income. Coupled with our partnership with FactSet, a leading institutional data source, we apply proprietary quality and valuation models to further put the odds of investing success in our favor.

Wide Moat’s coverage space includes:

Real estate investment trusts (REITs)
Business development companies (BDCs)
Master limited partnerships (MLPs), and
Traditional dividend paying corporations (C-Corps).
Our suite of products and services evolve over time but always seek to improve the financial literacy and investing performance of individual investors.

We recognize and appreciate a wide range of investor types and personalities. That’s why we build solutions ranging from options strategies for sophisticated and adventurous investors to easy-to-follow income portfolios for those desiring more guidance.

Section iconCompany Overview

Headquarters
700 South Rosemary Avenue, Suite 204
NAICS Code
511 - Publishing Industries (except Internet)
Founded
2020
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Wide Moat Research's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Wide Moat Research's revenue is estimated to be in the range of $1M$10M

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