Case Studies

See how customers use Finimize to grow their businesses

Wealthyhood

Wealthyhood is a DIY wealth-building app for long-term investors, offering users the tools they need to put their money to work.

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.

Partnerships

Explore our other partnerships

Magnifi
5/12/23

Ushering in the age of AI investing with Magnifi

Magnifi is partnering with Finimize to help the modern investor community get up to speed on how AI is changing investing through webinars, deep dive podcasts, and educational guides.

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IG
5/12/23

Putting financial education first with IG

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Splint Invest
5/12/23

Learn About Alternative Assets with Splint Invest at the Modern Investor Summit

Splint Invest is on a mission to help retail investors diversify their portfolios by making investing in alternative assets such as rare whiskies, fine wines, luxury goods, and private equity accessible. They will join Finimize at the annual Modern Investor Summit.

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TILLIT
5/12/23

TILLIT joins Finimize at the Modern Investor Summit

TILLIT is an investment platform for personal investors who want to be in control but don't have the time to sift through thousands of funds. TILLIT will join our annual Modern Investor Summit on Dec 6-7.

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Masterworks
5/12/23

Masterworks Partners with Finimize to Educate Retail Investors On Investments in the $1,7 Trillion Art Market

Masterworks first collaborated with Finimize in 2018, when we jointly launched a community-focused educational campaign. Read on how Finimize is helping Masterworks to drive brand awareness and growth.

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Moneybox
5/12/23

Meet Moneybox at the Annual Modern Investor Summit

Moneybox is a saving and investing app that helps investors achieve their financial goals from building wealth, to buying a home and planning for retirement. Moneybox will join our annual Modern Investor Summit in London, the only large-scale event designed specifically for retail investors.

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Arrived
5/12/23

Arrived Homes partners with Finimize to promote fractional real estate investments

Investing in residential real estate has historically been a reliable way to earn returns, but the high cost of fronting upfront capital and the masses of complicated processes can make many people hold off.

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Hedgehog
5/12/23

Hedgehog partners with Finimize to highlight the benefits of real-world investments

Hedgehog and Finimize teamed up to create a campaign focused on educating the Finimize community on the benefits of adding real estate to your portfolio

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Delta
5/12/23

Delta partners with Finimize to engage the modern investor community

Delta Investment Tracker is an app that tracks all your asset portfolios in one place. We’ve teamed up to create an educational campaign focused on the meaning and benefits of asset diversification.

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Unstoppable Domains
5/12/23

Finimize partners with Unstoppable Domains to give superpowers to crypto owners

Unstoppable Domains is the #1 provider of non-fungible token (NFT) domains on the blockchain. We collaborated on a multi-channel campaign partnership that included bespoke web content, newsletter placements, social promotion, and features at the Finimize NFT Fest.

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TradeStation
5/12/23

Helping TradeStation to drive awareness and trust with 1m+ modern investors

We teamed up with TradeStation to drive awareness and build trust within the Finimize community for TradeStation’s services through a holistic campaign that includes a series of newsletter features, webinars and evergreen content.

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Wealthyhood
5/12/23

Wealthyhood partners with Finimize to educate long-term investors

Wealthyhood and Finimize share a deep understanding of modern investors: time-poor, action-driven professionals who want control over their finances. Finimize teamed up with Weathyhood to create a number of premium bespoke guides to help their community become smarter investors.

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Attest
5/12/23

Attest partners with Finimize to enable growth without guesswork

Attest is a consumer research platform on a mission to make research simple. It enables businesses to develop a deep understanding of their audience, minimize risks and increase decision-making confidence. Attest ran a promotional campaign in Finimize Newsletter.

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ZenGo
5/12/23

ZenGo and Finimize put the spotlight on crypto wallet security

ZenGo is the first keyless multi-cryptocurrency wallet app which offers the most simple and secure way to manage your crypto assets. We partnered to explore crypto wallet security and the pros and cons of different wallets.

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