We've helped more than 300 companies grow their business, including startups, scaleups, and long-established financial service firms. To do that, we leverage our insight-driven, community-informed expertise, and produce content designed to grow our partners' reach and help them engage with modern retail investors at scale.
Millions of time-poor, community-driven retail investors turn to Finimize to grow their skills and become better investors. We offer them the best investing insights, analysis, and education in the market: curated, apolitical, and designed to help modern retail investors take action.

Our Readers are Modern Retail Investors



47% are aged 18 to 35


57% live in the US – the rest are dotted all around the world


45% identify as women


Average income is $118,000


98% invest

28% started investing with Finimize

21% are accredited investors


11% are founders

57% are key decision-makers at work

Learn about our community

Our Solutions

Finimize Promote

Showcase your unique offerings by becoming a part of the Finimize learning experience, and lean on our daily reach into a community of one-million-plus investors to help you achieve your business goals.
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Finimize Content

Leverage Finimize's expertise in investing-specific content creation to build effective learning experiences for your customers and accelerate engagement by continuously adding value.
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Our Content

Our one-million-strong community of engaged retail investors accesses our content directly via Finimize channels – that's our newsletters, website, and award-winning mobile app. Another 40 million consume our news, insights, and how-to educational guides via content integrations, linked with the services they use when they execute.



Action Centric

Text & Audio


Our Content Formats

Jargon-free News Stories

  • Smart, snappy breakdowns of the two biggest financial stories of the day, and why they matter

  • Macro and stock specific

  • Daily and weekly – roughly three minutes long

Analyst Insights

  • Expert-informed, actionable breakdowns of topical investing topics

  • Macro, portfolio, and idea specific

  • Daily – roughly five minutes long

How-to Guides

  • Clear explanations of core financial concepts and how they work

  • Sector, strategy, and stock specific

  • Evergreen – roughly six minutes long

Our solutions

Crafted by experts and enhanced by custom build technology

Our educational content and investing insights are designed to suit a wide range of retail investors. To create that content successfully, we pair expertise from our in-house analysts and editors with proprietary community research. That means gathering insights from daily event Q&As, conducting ongoing user research, and monitoring thousands of content requests. We also analyze the consumption data of millions of retail investors to show the actual demand for our content.
Case Studies

How brands work with us

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Our team will build a solution tailored to grow your business.