Resources
Insights and success stories from our team
Modern Investor Pulse
The Finimize Modern Investor Pulse is run every quarter. We survey thousands of modern retail investors to get a grasp of shifting trends and investor sentiment – distilling the key insights into a quarterly report.
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Latest resources
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Insights
15/7/2024
How Finimize Business Partners Stay Compliant When Using Our Content
Since we launched Finimize for Business, through which financial services firms can licence our content for their own platforms or work with us to create custom content, a key question we’ve helped partners solve is how to proactively engage their compliance teams, anticipate their questions and avoid problems later down the line.
Insights
26/6/2024
Generation Podcast: How Revolut Grew To Its First 10 Million Customers
Chad West knows how to grow a fintech firm: he led marketing at Revolut for nearly five years, as its user base hit 10 million. Now, he advises other early-stage CMOs and serves as the marketing VP at crypto platform Argent. Today, he’s sitting down with Max to talk about fintech growth.
Insights
12/6/2024
Generation Podcast: How AI Will Transform Fintech Innovation, With Lex Sokolin Of Generative Ventures
So much of what gets labeled as “corporate innovation” is just old ideas in vaguely new wrappers. On today’s Generation Podcast, Max talks to Lex Sokolin, an entrepreneur and economist who understands the difference. He’s at the forefront of the next generation of financial services, so you won’t want to miss this.
Case Studies
17/7/2024
IG taps into Finimize’s 120,000-strong UK investor community to drive impressive growth
IG is the world's leading online trading provider*, offering a range of products ranging from CFDs and spread bets, to stocks and shares. They provide ambitious individuals worldwide with cutting-edge technology, a wealth of educational resources and expert support 24 hours a day. *Based on revenue (published financial statements, 2023)
Case Studies
15/5/2024
How Otto Finance Tuned In To The Next Generation Of Investors With Finimize
Otto’s mission is to modernize the wealth management industry. To achieve this, it has built an end-to-end client interaction tool for wealth managers and financial advisers to engage with a new generation of clients.
Case Studies
5/3/2024
Unlocking Wealth: How Wealthyhood Transformed Investor Education with Finimize
Wealthyhood is a wealth-building app in the UK and EU helping younger investors learn, save, invest and build wealth privately. They are committed to making investing easier, more accessible and transparent for our generation by delivering the best investing app you could ask for! The Wealthyhood experience revolves around: Learning, Saving, Investing and Automation. They are on a mission to help people get started with investing, become a better investor day by day and build wealth under their own terms.
Case Studies
13/11/2023
Ledger teams up with Finimize on the biggest virtual crypto summit in the world
Ledger provides security and infrastructure solutions to critical digital assets for consumers and institutional investors with 1M+ units sold in more than 165 countries.
Case Studies
13/11/2023
Goodbody uses the Finimize content API to empower its customers
Goodbody is Ireland's leading financial services firm with roots dating back to 1874.
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