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Trusted by SOME OF the biggest institutions in finance

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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.

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“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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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

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Supporting investors through US volatility – and beyond

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31/7/2025

The Finimize Modern Investor Summit Story

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28/7/2025

Retail investors prefer investing through current accounts – that should worry platforms and brokers

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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