Finimize Content

Activate your audience

Our content production engine blends analyst expertise, proprietary data, and user feedback to create content that’s tailor-made to engage retail investors.

Average 3.8x cheaper than in-house production

Average 7x ROI delivered within 24 months

Up to 12x more efficient than other outlets

Powered by custom-built technology

Informed by community and consumption data

Our Partners


What's going on?

Finimize content solutions provide financial service brands with effective learning experiences for their customers, in turn accelerating engagement across multiple touchpoints. Solutions leverage our custom-built content engagement flywheel to power market-leading financial news, investing insights, research, and educational pieces across partners' channels, all delivered in text and audio.

40 million retail investors have access to Finimize content via partner channels.

First-time investors (28% of readers) start their journey with Finimize, where they can access digestible, smart, jargon-free educational guides and news.

Experienced investors regularly check Finimize for actionable and topical investing ideas and insights, delivered in text and audio in just a few minutes.

Accredited investors (21% of readers) count on our top-notch in-house analyst expertise, delivered in quick and snappy formats for time-poor readers.

Financial news

  • 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 educational content and investing insights are designed to suit a wide range of retail investors. To maximize engagement and impact, we pair expertise from our in-house analysts and editors with our partners' insights.

Of course, we'll mix in our proprietary community research and intelligence data, derived from the Finimize education platform: app, newsletter, events, and web. Plus, we analyze between 2,000 and 3,000 unique content requests weekly and millions of consumption data points daily.

Why should you care?

Customer education unlocks business success. Just look at IG: the brand confirmed that its customers placed 33% more trades after they consumed IG's educational content.

Overall, 56% of consumers with financial education become relationship customers (EY 2019). In other words, they're easier to retain and invest more.

Explore our Content Solutions

Finimize Content API

The most cost-effective way to build a highly engaging user-centric customer education solution within your channels.

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The easiest way to engage and upskill your customers with our contend hub – no technical integration needed.

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Custom Content

Work with us to create bespoke educational content, showcasing your brand in the Finimize tone of voice.

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Case Studies

How brands work with us

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Engage your customers with Finimize Content

Leverage Finimize's expertise in investing-specific content creation to build effective learning experiences for your customers that accelerate engagement.