Modern Investor Pulse: Find out what 2,500+ global retail investors are doing with their money right now

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Trusted by SOME OF the biggest institutions in finance

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Logo with bold, serif black typography spelling ‘ING’ with an illustrative lion beside
Logo with bold, serif black typography spelling ‘Bank of England’ with an illustrative icon above
Logo with bold, serif black typography spelling ‘Invesco’ with an illustrative mountain above
Logo with bold, serif black typography spelling ‘CME Group’ with an illustrative globe to the left
Logo with bold, serif black typography spelling ‘Grayscale’ with an illustrative icon on the left
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Logo with thin, black typography spelling ‘Charles Schwab’
Fraser Munro
Head of Partnerships
Fraser@finimize.com
+44 7453 866686
Katie Hafford
Head of Events
Katie@finimize.com
+44 7923 831758
Harry Buxton
Senior Partnerships Manager
Harry@finimize.com
+44 7983 498836
GARRETT MACCARTHY
Partnerships Manager
Garrett@finimize.com
+44 7909 922337

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

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
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[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
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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
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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
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We're experts in retail investor content.

Take a look at some of our business insights around the topic

28/5/2026

The human edge: what AI still can't do in financial content

Finimize editor Linda Rodriguez McRobbie on why AI-generated finance content falls flat with retail investors, and the analyst-and-editor model that doesn't.

Read story
15/5/2026

Your strategy isn't your story: what ETF issuers get wrong about going to market

Read story
12/5/2026

How to engage retail investors in private markets

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