• Includes exclusive access to equity research, webinars, interviews and appearances with top Wall Street strategist Tom Lee, Founder of Fundstrat and contributing editor at CNBC

• Ties to Mogo’s objective to give its wealth customers an investing edge to outperform and better achieve their financial goals

VANCOUVER, British Columbia, July 25, 2024--(BUSINESS WIRE)--Mogo Inc. (NASDAQ:MOGO) (TSX:MOGO) ("Mogo" or the "Company"), a digital wealth and payments business, today announced a new partnership with Thomas Lee and FS Insight LLC ("FSI") to provide members of the Company’s digital wealth platform, Mogo and Moka, with exclusive access to research and related products and services produced by FSI – a market-leading, independent research firm within Fundstrat Global Advisors ("Fundstrat"). Fundstrat/FSI was co-founded by Mr. Lee who is a top-ranked Wall Street analyst with more than 30 years of research experience, the former Chief Equity Strategist at global investment bank JPMorgan, and a contributing editor with CNBC; and John Bai, former Wall Street sales executive. FSI provides individuals with the same quality of research that banks and hedge funds receive to make their investment decisions.

"We are excited to partner with Tom and Fundstrat to provide our wealth members with exclusive content to help them make more informed investment decisions. Tom Lee has proven himself to be one of the most insightful market strategists working on Wall Street today," said David Feller, CEO of Mogo. "We are on a mission to give the next generation of investors the edge they need to be successful, and partnering with Fundstrat is another important milestone in this mission."

"As a Wall Street strategist, I come across many different investing platforms and solutions, and I believe Mogo and Moka are among the most innovative I’ve seen, and exactly what any savvy investor should be looking for," said Thomas Lee, Co-Founder and Head of Research at Fundstrat. "We’re delighted to work with Mogo to make our content more widely available to retail clients in Canada."

Under the agreement, Mogo will be the exclusive distributor of FSI’s research to Canada’s retail investor market. In addition to a broad array of subscription-based research, Mogo and Moka users will have access to exclusive interviews and webinars produced by FSI, as well as appearances featuring Tom Lee and Mark Newton, Head of Technical Strategy at FSI. FSI research will be available to Mogo members beginning this quarter.