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Finimize PROMOTE
Connect Your Brand With The World's Most Engaged Retail Investors
Promote your brand with financial services marketing that meets retail investors wherever they learn – from targeted newsletter placements, to highly-engaged events.
1.1m
Read Finimize daily via newsletters, web & app
20k
Attend our annual Modern Investor Summit
11%
Plan to invest $100k+ in the next 12 months
Our partners:
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Logo with bold, serif black typography spelling ‘CME Group’ with an illustrative globe to the left
Logo with bold, serif black typography spelling ‘Grayscale’ with an illustrative icon on the left
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Logo with thin, black typography spelling ‘Charles Schwab’
Informed, MULTI-CHANNEL APPROACH

We put your brand in front of retail investors in the right place, at the right time across multiple channels.

We work with you to craft a message that resonates, based on the billions of data points. Whether through targeted newsletter spots, high-impact events, or expert-led content, each connection builds trust and keeps you top of mind with our active investor community.

Email

• Introduce your brand and services to our 1.1m global subscribers

• They'll see it, after all: we have a 42-56% open rate (depending on format)

Events

• Host virtually or in person

• 100-250 attend a standard event, with 20k+ joining our annual Modern Investor Summit

• 40% of investors take financial action after attending an event

Web

• Host educational growth content centric to your narrative and produced by our team

‍• Build an evergreen demand engine for your business

‍• Generate high intent leads from 2m unique web visitors per year

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Who are our Community?

Beginner InvestorsOur daily news and education are the perfect entry point for new investors to build confidence. 22% of members investing for under two years.

Experienced InvestorsFinimize is where seasoned investors find fresh ideas and strategies. Over 50% of our members have been investing for more than five years, across multiple asset classes.

Accredited InvestorsAccredited investors turn to Finimize for an edge they can't find elsewhere. Around 21% of our members meet US accreditation standards.

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Education at every touchpointModern investors want to know how to grow their net worth. They come to Finimize for the answers.Our promotional solutions make you a part of their educational journey. We help you map what you do onto what investors need to know, and embed your brand into the content we deliver daily. Showcase your solutions in the places where investors are already looking for answers, and build brand awareness and trust.

EXPLORE OUR KEY CHANNELS
Email
Events
Web

Finimize emails get results, with open rates between 42% and 56%—well above the industry standard.

Your brand will reach a global audience of 1.1 million retail investors (550,000 in the US, 190,000 in the EU, and 120,000 in the UK), amplifying your message and scaling your content distribution.

Trusted by brands like iShares, IG, and Revolut, Finimize email promotions drive awareness and connect directly with investors.

Contact Our Team

Put your thought leaders on a stage shared by the likes of Ray Dalio, Jamie Dimon, Mark Cuban and Sallie Krawcheck.

Finimize Events are where brands connect directly with investors. With 40% of attendees taking action post-event.

With 100-250 attendees per session and 20,000+ at our flagship summit, brands like AJ Bell, Grayscale and Prospero AI trust us to spark engagement.
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Contact Our Team

The Finimize Web Platform is growing fast, with 2 million unique visitors every year worldwide.

Our partners use it to host evergreen content that drives lasting demand—from custom articles to banner spots, all designed to build trust and amplify your brand.

Brands like Direxion, CME Group, and Swissquote have woven their expertise into the Finimize learning experience, reaching engaged investors through educational content.

Contact Our Team
EXPLORE OUR CAMPAIGNS
Our campaigns combine different touch points throughout our multi-channel platform. Over a set period, we maximise your brand's  exposure to all of the relevant cohorts of our community.
All Year Campaigns
Summit CAmpaigns
Retail-centric financial service businesses achieve significant awareness and growth through our year-round multi-channel campaigns.

We provide continuous exposure across our channel mix, aligning your message with our investor community's latest sentiment. Additionally, we leverage strategic "Moments In Time" to accelerate investor traction.

Our All-Year Campaigns typically run for 3-6 months. Brands like IG, Ledger, and Crowdcube consistently use these campaigns to meet their retail investor growth objectives.
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The Finimize Modern Investor Summit, the world's largest retail investor event, attracts over 20,000 online and in-person attendees.

Key spokespeople from both startups and established speak along industry titans like Ray Dalio, Tim Draper, and Liz Ann Sonders. We also offer various non-speaking packages to help our partners make an impact.

Speaking sessions draw between 1,500 and 3,500 attendees, generating more than 200 million impressions for the event.

Brands such as Oakley Capital, Admirals, Stashaway, and CFA Institute participate in the summit, leveraging this platform to create a significant impact in a short time.
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“Finimize is the most engaged community we know of. Working with them gives us unparalleled insights into our target audience. We’ve seen a real impact on our brand post-summit. We love working with the Finimize team."
Aurelie Morel
Ex-Head of Brand Amplification
Ledger
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We asked thousands of retail investors from our million-strong global community about what they’re expecting and how they’re planning to invest in the first quarter of 2025.

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Podcast

Inside iShares $2 Trillion Growth with Alex Craddock

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Ready To Connect Your Brand With Retail Investors?

Our community wants to know how to make smarter financial decisions. Your brand could help them do that – and of course, you’d win over new members in the process.

Contact Sales