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TRUSTED BY OVER 300 + FINANCIAL ENTERPRISES

Turn Retail Investors Into Loyal Customers

The trusted partner to help you engage, educate, and retain modern retail investors – at scale.

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1.1m

Retail Investors Read Finimize Daily

79%

Have A Minimum Of 3 Years Investing Experience

300+

Financial Services Partner With Us

Retail Insight, Real Impact

No one knows the modern retail investors like we do – because we work with them every day. Our data-driven approach turns that knowledge into outcomes for your business.

Deep Retail Behavioral Insight

We analyse billions of data points from over 1 million investors to understand what builds trust, drives action, and earns loyalty - then design strategies around it.

Proven Impact at Scale

Millions of investors engage with finimize content every day through our partners - from top banks to fintech challengers. We know what works, and we help you scale it.

Built for the Full Journey

From onboarding to repeat engagement, we build customer education journeys that don’t just inform – they convert, retain, and empower.

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How do we do it?

In Your Channels

Embed our content system into your ecosystem to drive education, engagement, and confidence where it matters.

• Strategy-led content mapped to your audience and goals
• Formats for every channel: email, app, push, blog, landing pages
• Short-form, long-form, audio-enabled – all retail-friendly
• Delivered via API or CMS-ready modules
• Easy to execute, fully compliant, built for scale

Use Cases

In Our Channels

Tap into the Finimize community – a global audience of highly engaged, affluent modern investors - through education-led campaigns.

• Be part of the world’s largest modern investor community
• Run thought leadership campaigns at our flagship summits and events
• Position your brand with 1.1M+ direct Finimize users
• Embed your message in our newsletter with 50%+ open rates
• Reach high-intent retail audiences through multiple channels

Use Cases

image of a collaborative workspace (for a b2b saas)

IN YOUR CHANNELS

The Problem: Users save, but never take the step into investing

Users save, but rarely take the step into investing. Our approach bridges this gap through a progressive journey: demystifying investing removes the initial barrier, making the first step feel safe reduces hesitation, and building confidence over time prepares users for action.

Strategic nudges then convert intent into behaviour. The outcome is measurable—first investments made, ISA and GIA activation, and confidence replacing procrastination.

[interface] image of software security protocols (for a ai fintech company)

IN YOUR CHANNELS

The Problem: Your customers trade but without rhythm or habit

Users trade, but without consistent rhythm or habit. Our approach addresses this through a structured journey: daily relevance creates a reason to engage, clear prioritisation helps users identify what matters, and weekly framing provides the context needed for confident decision-making.

The outcome is measurable—more frequent app opens, better-timed trades, and increased trading activity, achieved without overwhelming users with notifications.

image of a teacher interacting with students using digital tools

IN OUR CHANNELS

Finimize Events give brands direct access to one of the most engaged investor communities in the market.

Each event is bespoke—fully produced by Finimize and delivered to a curated audience of highly engaged investors.

Content is repurposed across Finimize channels post-event, maximising the return on a single activation. Finimize Events are highly effective for businesses prioritising credibility and connection over volume.

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IN OUR CHANNELS

Your expertise. Our community.

Finimize already reaches a large, highly engaged community of retail investors across its newsletter, app, and web platforms.

A custom-written guide or short series on a single clear theme slots directly into this ecosystem, distributed contextually across all three channels. The content is designed for lasting impact—building confidence, understanding, and informed decision-making rather than short-term spikes.

Best for brands looking to educate investors before they act.

Trusted by Top Institutions

Deep engagement. Real results.

[team] image of staff member (for a university)

“It's rare you find such an engaged audience and it's been a pleasure collaborating on ways to deliver the information and education they need to seek out new opportunities and take control of their portfolios.”

Nick Huggins, Head of Marketing UK, IG

102%

Increase in awareness

73%

Rise in use of IG Investing

Read story

[background image] image of a busy tech company's office space (for a ai education tech company).

We wanted financial education that sticks. The regular, accessible updates have made a clear impact on our team’s understanding and interest.

Taylor Brooks, L&D Manager, Crestline

52K+

Engaged users

2M+

Content interactions

Read story

Our employees value the clear, concise content. It fits well with our programs and drives ongoing engagement.

Jordan Ellis, HR Director, Vantage

52K+

Engaged users

2M+

Content interactions

Read story

image of a traveler with a destination guide (for a travel tech)

Consistent, high-quality updates have helped us build trust and keep our audience engaged over time.

Morgan Shaw, Engagement Lead, Apexon

52K+

Engaged users

2M+

Content interactions

Read story

Why FINIMIZE?

With over 1 million daily active subscribers to our newsletters and mobile app, Finimize is one of the largest retail investor communities in the world. 70,000+ attend our events every year.

We know what information investors really need, and are ideally positioned to help financial service brands achieve their retail growth goals.

Modern Investor Summit

Directly engage with our most active community members at The Modern Investor Summit. Display your brand messaging or take a seat on a panel and showcase your know-how next to business leaders, economists, analysts, and startups. Previous speakers include Jamie Dimon, Cathie Wood, and Ray Dalio.

Find out more

Industry-Leading Research

Our content is produced by analysts with decades of combined experience in some of the world’s biggest financial institutions. An average of eight hours of research goes into an average Finimize piece. Combine that with jargon-busting editors, and our content has won us over one million subscribers. Our partnered content comes straight from that expert team.

Check out our Modern Investor Pulse

Engaged Audience

Finimize empowers over 1 million retail investors to navigate markets confidently. Our diverse community spans from novices to seasoned investors, with 30% beginners and 50% boasting more than 5 years of experience. Our global investor base is both affluent and highly engaged—they consume more than 200 million Finimize content pieces yearly as they make their investing decisions: 40% plan to invest $10k+ in the next 12 months, and another 11% intending to invest $100k+.

Learn more about our audience

Metro

6/1/26

I started with £200 — now I’ve saved £20,000 at 24

At 24, Genevieve Jones has transformed her relationship with money from one of reckless spending to responsible investing and now has over £20,000 to her name, partly thanks to Finimize.

Read story

Thisismoney.co.uk

3/12/25

Investors fear an AI bubble - but are pumping more into US tech stocks before it bursts

The Finimize Modern Investor Pulse shows what investors are planning to do about the potential AI bubble.

Read story

CNBC

18/12/25

There is an appetite for transformational technologies, says CEO

Retail investors are displaying market maturity as they cool on the AI rally whilst remaining confident in its long-term potential - with 67% planning to maintain or increase their exposure.

Read story

Let’s design your retail investor strategy

Modern Investors expect more. We help you deliver it. Book a 30-minute strategy call - we’ll show you how we can power your growth

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Retail Investor Insider