New awards insights report:Get the retail investor verdict on the UK's investment platforms and products – segmented by age, experience, and wealth.

Great to meet you


If you're exploring how Finimize for Business can work for your organisation, we're here to help - whether that's a quick call or a proper demo.

Let's keep the conversation going.

Trusted by SOME OF the biggest institutions in finance

Logo with bold, sans-serif black typography spelling ‘BlackRock’
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
Logo with bold, serif black typography spelling ‘Public’ with an illustrative 'P' icon to the left
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
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
image of humanitarian aid activities
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

We're experts in retail investor content.

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

31/7/2026

What We Mean By "Modern Retail Investors"

We use the phrase a lot at Finimize: modern retail investors. But what do we mean by it?

Read story
Maike Currie and Carl Hazeley
24/7/2026

Maike Currie, PensionBee: the gender pension gap, and marketing pensions as the ultimate investment

Unpacking the UK's £100,000 gender pension gap, why pensions deserve top billing over ISAs as the on-ramp to investing, and what good pension marketing actually looks like.

Read story
9/7/2026

Finimize Select vs The Competition

Most marketing teams at banks and fintechs already know they need better content. What’s less obvious is how to get it and what it will cost you.

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