The Finimize Story

In 2016, a group of friends and colleagues, found themselves asking a simple but surprisingly difficult question: What should we do with our savings? Our team, then Barclays, Goldman Sachs and Google, realized that while budgeting advice was everywhere, real investing guidance was out of reach, and often created by experts, for experts. Believing finance should be open to everyone, not just the privileged few, we set out to build something that could empower a new generation to take charge of their financial futures: no expensive advisors, no confusing jargon, just clear, actionable knowledge.

We Noticed Some Problems

We saw a system full of barriers. Investing information was out there, but it was scattered, hard to digest, and often times hard to trust. Everyday investors were left with outdated advice or noisy social feeds, with little clarity on how to actually build wealth. The tools weren’t built for modern investors who wanted simplicity, insight, and a sense of control. It was clear: the gap between what people needed and what existed was huge.

So We Made A Solution

We created Finimize to close that gap. Our platform delivers world-class analysis in bite-sized, jargon-free formats that fit effortlessly into your day. Beyond content, we’ve built a thriving community where investors learn, grow, and support each other. With over a million readers, recognition from Apple, and backing from Aberdeen Group PLC, we’re helping a new wave of investors take confident steps toward building real wealth - on their own terms.

our purpose

Directly, or by partnering with the financial services industry, our purpose is to increase the net worth of an entire generation.

1m+

Daily readers across our web, app, and email channels

30+

Team Members based in London, Sydney, Zurich, Toronto, Lille and Seville.

20k+

Pieces of content posted annually

60+

Finimize for Business partners since launch of our B2B services in 2023

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Timeline

2016

Finimize was officially incorporated and the mission to democratize financial information had begun.

2017

Finimize newsletter surpassed 100k subscribers, indicating that it wasn't just us who were feeling like it was time for change.

2018

Expanding beyond its daily newsletter, Finimize launched its mobile app, providing users with on-the-go access to financial insights and analysis.

2021

Finimize was acquired by global investment firm Aberdeen, enabling it to scale more rapidly while continuing to operate as an independent brand.

2022

Finimize's community grew to over one million members, reflecting its success in delivering digestible financial content to a broad audience.

2022

Finimize launched the Modern Investor Summit, featuring keynote speeches by industry leaders like Jamie Dimon and Ray Dalio, solidifying its role in investor education.

2024

Finimize's launches its web platform, further enabling access to retail investors.  

Our Mantras

Being human

We aren’t a faceless company: we’re a team putting our members’ best interests at heart.

Empowering, not advising

We don’t tell Finimizers what to do or how to invest: we give our members what they need to make assured, independent decisions for themselves.

Apolitical and unbiased

We don’t take sides, but we always remember that we have a global community with local concerns.

Better Together

We’re citizens in a community working towards the same goal. Becoming rich is lonely, increasing the net worth of an entire generation is fulfilling.

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Partnering With The Pros

Finimize partners with over 60 leading institutions across the financial services landscape - from asset managers and banks to fintechs and brokers—to help them engage the modern investor.

Through content, campaigns and events, we help our partners cut through the noise and connect meaningfully with our highly engaged community. Whether the goal is to build awareness, drive education, or support customer acquisition, we offer scalable, insight-led solutions that resonate with a new generation of investors.

Want to grow your retail investor audience? Find out more →

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Don't take it from us...

Andrew
Partner - Consulting
Finimize Business Partner

"Love the events – always incredible speakers and networking"

Laura
Marketing Executive
Finimize Pro Subscriber

"This is a brilliant tool for investors - experienced or inexperienced, I’m so happy I never cancelled the trial and I continued to use it. I strongly recommend it to anyone interested in the stock market".

Thomas
Engineer
Finimize Newsletter Subscriber

"Objective, brief and concise information, without any fuss."

Aurelie
Finimize Business Partner

“Finimize is the most engaged community we know of. Working with them gives us unparalleled insights into our target audience. We’ve seen a real impact on our brand post-summit. We love working with the Finimize team."

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Press
a view of a trading floor with a green filter. 'MarketWatch' logo in white on top of it
Marketwatch | 26/03/25

Tariff drama and market swings have more retail investors looking to diversify

The U.S. stock market has been a roller coaster since the start of 2025, and retail investors have been along for the ride. The S&P 500... Read Here

A Youtube thumbnail of an analyst mid-flow. quote says 'They're either lying to you of breaking the law'.
Euronews | 14/04/25

Meet the CEO trying to ‘increase the net worth of an entire generation’

Carl Hazeley, CEO of Finimize joins Hannah Brown to discuss the importance of investing, especially for younger people, while shedding more light on current investment trends. Watch Here

A graphic which says 'Finimize Modern Investor Pulse' on it.
CITYAM | 02/04/25

Retail investors are yet to run scared

The latest Finimize Modern Investor Pulse, which surveyed over 2,200 modern retail investors, shows that market confidence has fallen significantly – only 60 per cent now believe stocks will be higher in a year, down from 71 per cent. Yet the majority... Read Here

about us

Finimize is the #1 financial information platform for modern investors

about finimize
At Finimize, we provide the tools you need to invest with confidence through bite-sized insights from world-class analysts.
We’re on a mission to empower everyone to become their own financial advisor, ultimately increasing the net worth of an entire generation.
Finimize was created in 2016 by people who previously set up $100 million businesses, were nominated to Forbes’ “30 Under 30" list, and worked at Barclays, Goldman Sachs, Facebook, Google, and many others. We’ve been advised and funded by some of the brightest minds in the industry and in 2021 we joined abrdn to turbo-power our mission even further.
our purpose

To increase the net worth of an entire generation

It all started when we had some savings ourselves and couldn’t figure out what to do with them. Everyone tells you to budget and save, but no one tells you what to do afterward.

We dared to envisage a world where you don’t need a financial advisor – much like you no longer need a travel agent thanks to the likes of Expedia.

At our core, we focus on breaking down the complexities of the financial world and leveling the playing field. We developed a community, found out what they wanted, and got to work creating smart, focused, jargon-free investing insights that people would actually want to read. It’s been seven years since then: over one million readers have subscribed, world-renowned speakers regularly headline our community events, and Apple dubbed us a top ten finance app in the world.

So whether it’s via our free news coverage, our premium analysis, our daily newsletter, or our partnerships and much more besides, we’re on an important journey to inspire people to think for themselves and take action: in investing, and in life.

A blonde-haired woman speaks into a microphone whilst sitting in a crowd.
our values
Bringing empowerment-led community culture to financial markets

We believe in being human

We aren’t a faceless company: we’re a team putting your best interests at heart.

We believe in empowering, not advising

We don’t tell you what to do or how to invest: we give you what you need to make assured, independent decisions for yourself.

We believe in staying unbiased and apolitical

We don’t take sides, but we always remember that we have a global community with local concerns.

We believe we’re better together

We’re citizens in a community working towards the same goal. Becoming rich is lonely, increasing the net worth of an entire generation is fulfilling.

contact us

How to get in touch

Our office is located at 280 Bishopsgate, London, EC2M 4AG, although our team is spread around the world.

For business partnerships, visit our business page or email business@finimize.com

Any issues? You can always email help@finimize.com for support.

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