Case Studies

See how customers use Finimize to grow their businesses

IG

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)

Otto Finance

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.

Wealthyhood

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.

Ledger

Ledger provides security and infrastructure solutions to critical digital assets for consumers and institutional investors with 1M+ units sold in more than 165 countries.

Goodbody

Goodbody is Ireland's leading financial services firm with roots dating back to 1874.

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