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Curzio Research is an emerging leader in the independent financial newsletter industry, dedicated to providing individual investors with market education, research, and analysis.
Founded in 2016 by Frank Curzio, a 30-year financial industry veteran, the company quickly established itself as a go-to source for stock recommendations.
Curzio publishes unbiased weekly investor advisories, educational articles, and financial news podcasts, including Wall Street Unplugged—ranked the No. 1 “most listened-to” financial podcast on iTunes—with one goal in mind... providing Main Street investors market insight and ideas that can help them make informed investment decisions.
In 2019 Curzio Research partnered with Securitize, a token issuance and lifecycle management platform, to launch its own security token offering-the Curzio Equity Owners (CEO) token. The digital security issuance and private placement offering was for U.S. accredited investors and non-U.S. investors with exemptions under Regulation D and Regulation S of the Securities Exchange Act.
The Company raised approximately $4 million almost entirely from its own client base.
After the 12-month lock-up for CEO token holders, the required process under rule 144 of the Securities Exchange Act, including the receipt of a legal opinion letter was completed, allowing global trading to public investors on MERJ Exchange.
On February 7, 2022 secondary trading of the Curzio Equity Owners (CURZ) security commenced on the tZERO Markets ATS.
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