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Finimize Content
Access The Most Engaging Retail Investor Content In The Market
Leverage our expertise and increase the lifetime value of your retail clients with best in class investing content that meets retail investors needs.
Book a 2 Week Trial
20k+
News stories and analysis pieces annually
70%
More engaging than other sources
8x
Cheaper than in-house planning and production
Our partners:
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Relevant Investing Content

Stop wasting time on investing content that doesn’t engage.

Over 30 leading financial institutions—including banks, wealth managers, and brokers—license Finimize. With access to 20,000+ unique pieces of news, analysis, and education annually, our partners deliver content experiences that resonate with their retail audiences.

With millions of retail investors using Finimize daily, we perfectly understand retail investors information needs. We combine in-house analyst expertise with billions of consumption data points, ensuring our content is timely, relevant, and impactful.

News

Over 20,000 stories across three news formats, annually, keeping investors up-to-date on markets and key financial events across the world (e.g. company earnings, central bank decisions)
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• Daily Brief: 2 curated global news stories, daily

• Daily News: Over 80 news stories covering global markets, daily

• Weekly Brief: Recapping last week’s highlights and this week’s key events

Analysis

Over 500 pieces across three analysis formats, annually, giving investors an edge with strategies and in-depth research

• Quick Takes: 1-minute response to key event, daily
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• Analyst Insight: Curated strategy, stock- or macro analysis, daily
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• Research: Investing idea deep-dive giving readers access to top-notch analysis, weekly

Education

A library of 200+ evergreen "how-to" educational guides empowering investors regardless of their financial literacy level and investing expertise to understand concepts, sectors and asset classes
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• Ever-expanding

• Covering topics from Investing Basics all the way to Options Trading

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Why Finimize Content

Top AnalystsOur analysts have a combined experience of over 40 years working for some of the worlds top financial institutions, meaning our community are in very safe hands.

Well InformedWe leverage community insights and consumption data from over 1.1 million investors. This way we ensure our content remains current and truly relevant to today’s retail investors.

Highly EngagedWe align with modern investor consumption habits: multi-channel, bite-sized, jargon-free, and action centric, leading to 70% more engagement than other outlets.

EXPLORE PArtnership examples
Interactive Brokers
TN Bank
Wealthyhood

Interactive Brokers

Interactive Brokers is a multinational brokerage firm operating the largest electronic trading platform in the United States by number of daily average revenue trades.

Catering primarily to highly experienced investors and active traders, Interactive Brokers provides specialized content experiences to meet their clients' information needs.

Through Finimize Select, they curate and download Daily News Content, complementing information sourced from other external providers.

Investors can access Finimize content as "Traders Insights" via IBKR Campus on both web and mobile platforms.

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Trusted Novus Bank


Trusted Novus Bank is the oldest established bank in Gibraltar offering personal, private and corporate banking to over 3,800 clients. They leverage Finimize content for their private bank to enrich client communications and increase the frequency of touchpoints.

Through Finimize Select, TN Bank download and personalize our Weekly Brief to match their clients' geographical and product interests.

This content is then distributed white-label across their internal channels.

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Wealthyhood

Wealthyhood is an investing app for the millennial generation, helping them build wealth smartly through long-term investments. Initially offering a selection of thematic funds, they've expanded to include multiple ETFs and over 500 stocks.

Wealthyhood has expanded its use of Finimize content to enhance investor confidence. Starting with educational guides via Finimize Select, they now integrate Analysis and Weekly Briefs through the Finimize API.

"With Finimize, I know I can trust the quality and don't have to worry about reviewing everything before it's published. I can focus on building an amazing product." — Alexandros Christodoulakis, Co-founder & CEO @ Wealthyhood

Wealthyhood investors access Finimize branded content through their in-app Learn Hub and the Wealthybites newsletter.

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Finimize Content API
Self Serve Content
Custom Content

Access to our library of over 1,000 expertly devised articles, helping to drive engagement and educate your audience.

Curated Content
Whether it’s investing news, research, or conceptual education – our content is highly curated and crafted with accessibility in mind for the retail investor.

Text and Audio
Access Finimize Financial News, Analyst Insights, and How-to Guides in both text and audio formats.

Refined Tagging
A comprehensive tagging framework allows you to build ultra-relevant content experiences for your customers

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A financial content engine for your business

Instant Content Hub
Looking to build out an education library or research hub? Simply search the Finimize content store to find guides and research for your audience. Download with one click and you’re able to repurpose the content into your platform of choice with markdown formatting.

Content your customers will love
Having trouble finding content to engage your customers? Find the latest content from the Finimize team and license it with one click. Re-use it in your emails, blog, or other communications.

A no-code solution
‍Looking to trial out a news / insights feed in your application? Before exploring the API route, Finimize’s content store makes running a no-code pilot program easy.

Book a demo

Drives market-leading engagement, catalyze your brand awareness and inspires your community to take action

Identify opportunities
Investors aren’t one-note. Your content strategy shouldn’t be either. Our team finds opportunities for you to educate your audience of investors, creating content journeys that support your business goals.
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Display expert insights
Host impactful content for time-poor, action-oriented investors, designed to engage and empower your users.
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Sound like yourself
Showcase content from your perspective and in your tone of voice, thanks to our creation and repurposing solutions that span text, audio, and video.

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EXPLORE OUR Solutions
Leverage Finimize content to increase client lifetime value cost-effectively. Our licensing solutions unlock manual, as well as fully automated access to our content suite.
THE FINIMIZE Select Platform
THE FINIMIZE API
The Finimize Select Platform is a powerful tool for retail-focused financial content creators who prefer to manage their company's content experience manually. Industry leaders like Scalable Capital, Moneyfarm, and TN Bank use Finimize Select to boost their clients' investing confidence, ultimately leading to higher lifetime values.

• Access over 20,000 content pieces across news, analysis, and education

• Utilize advanced search, collections, and dedicated hubs to find the most relevant content

• Use bookmarking to track and curate the best experience for your investors

• Download text content in up to 29 languages
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The Finimize API is ideal for services who need high content volumes to make information relevant for their investors on an individual level. Long-established services like Interactive Brokers, and fast growing scale-ups including Sarwa or Wealthyhood, leverage our API to deliver fully automated and highly personalized experiences. They report an increase in trade volumes of up to 33%.

• Access over 20,000 content pieces across news, analysis, and education

• Integrate quickly and seamlessly into your existing channels; access our API documentation

• Leverage advanced tagging and FIGI codes to deliver "the right" content—customizable down to the individual investor level if desired

• Deliver text content in up to 29 languages; audio content available in English
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Investing in content pays off

Customers who are more financially educated are 2x less likely to switch services1 and 56% of them will become relationship customers2.
1. Everfi Research
2. Ernst & Young, 2019
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Ready to engage your audience of retail investors?

Your community want to invest smarter, so help them on their journey and become a trusted resource for the age of the retail investor.

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