Insight
How Moneybox Turned Retail Investor Engagement Into A £23 Billion Business
Read now →Put your brand on the guides, podcasts, and events that 1.2 million self-directed investors already choose to spend time with.
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What moves them is content from a source they already trust – and that takes years to build.
With Finimize Promote, you can skip the wait: sponsor the guides, podcast conversations, and events our 1.2 million-strong community already turns to when they’re figuring out what’s happening in markets – and what to do about it.
Investors reached across newsletter, app, and web
Meet US accredited investor standards
Plan to invest $100k+ in the next 12 months
Attendees at our annual Modern Investor Summits
A generation of modern investors is building portfolios without an advisor in sight. If they've never encountered your fund names outside a ticker list, you're invisible at the exact moment they're deciding where to put money.
Having brand recognition among institutional investors doesn't necessarily mean much to someone building their own portfolio. Winning over DIY investors means showing up as an educator.
ETFs, thematic strategies, alternatives: they’ve all got good stories to tell. But they don’t compress easily into a 15-second ad. Without a format built for real explanation, the message tends to get oversimplified or ignored.
Ad buys often can't tell you who actually engaged, what they took away, or whether it moved anyone closer to investing.
Put your content in front of 1.2 million investors who are already actively researching markets and looking for their next opportunity.
Your message will sit inside Finimize's editorial voice (the same voice our community turns to every day for credible, unbiased market context) so it’ll be read as vetted insight, not a sales pitch.
We know what financial firms need. Our formats amplify your story within the guardrails your compliance team demands.
A long-form guide, a podcast conversation, a newsletter placement, or a live event, each with the space to walk investors through a strategy, an asset class, or a market view.
Go beyond clicks with brand uplift studies across our community. Benchmarking sentiment before and after your campaign tracks the genuine shift in investor perception, with full engagement reporting as standard.
Our editorial team can create a custom-written guide or a short themed series, built around your firm’s story, strategy, or market view and placed contextually across our newsletter, app, and web platforms.
The aim isn’t another click. It’s getting investors to actually understand the idea, which we know builds intent to act.
View example guide →
There are times when you need more than a few paragraphs.
In those cases, we can put your voice in front of our audience in a long-form, expert-led conversation: the format investors turn to when they want real depth, not a headline.
It's where brands such as BlackRock, Charles Schwab, State Street, and more have shared their story directly with our community.
More about Promote →
The world's biggest retail investor event series.
Speak alongside names like Ray Dalio, Tim Draper, and Liz Ann Sonders in front of a room of engaged investors, or take a non-speaking sponsorship package to put your brand front and center.
More about Summits →
increase in brand awareness and a 73% rise in product use. “It's rare you find such an engaged audience, and it's been a pleasure collaborating on ways to deliver the information and education they need.” — Nick Higgins, Head of Marketing UK, IG
Read the case study →
If your question isn't addressed here, get in touch to get it answered.
Finimize Promote lets you sponsor the content our 1.1 million-strong investor community already trusts — guides, podcast placements and live events we produce — rather than build and prove out an audience of your own from scratch.
Your content runs inside the same trusted editorial experience our community reads every day, rather than as a separate ad unit — so it's positioned as education, not promotion.
Yes. We work almost exclusively with regulated firms, and formats are built to carry clear, compliant messaging without stripping out what makes your expertise worth reading.
You sponsor a custom-written guide or short series, produced by Finimize's editorial team on a theme relevant to your business: an asset class, a strategy, a market view. Your brand is featured throughout and placed across our newsletter, app and web platforms.
You sponsor an episode, or put your expert forward as a guest, on Finimize's own podcast — content our audience already listens to for real depth. It's the format brands like iShares have used to put their story in front of modern investors.
It's the world's largest in-person retail investor event series, attracting thousands of attendees each year, with speaking sessions alongside high-profile investors and market commentators.
Every campaign comes with real engagement reporting — not impressions alone. Past partners like IG have seen results such as a 102% increase in brand awareness and a 73% rise in product use.
This varies by format. Guide placements and podcast features are typically single-moment or short-series campaigns, while some partners run continuous, always-on campaigns across the year. Summit sponsorships are tied to the annual event dates, although partners also benefit from pre- and post-event promotion.
Book a call, or email business@finimize.com.
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Talk to us about a guide, podcast partnership, or a spot at the next Modern Investor Summit.
Empowering retail investors since 2016