2,000+ affluent, self-directed US investors. A festival-style day in New York City. $105 million+ ready to invest in the next 12 months.
Sponsor the Summit and bring your experts, products and brand into the conversations before they invest.
“I thoroughly enjoy these Finimize Summits. The questions cover so much ground and the quality from the audience always impresses me.”
Retail investors account for 25% of US stock market volume and 60% of options volume. How they discover, research and choose investments has changed, and so has the way you earn their attention and loyalty.
Modern investors are time-poor, action-oriented and community-driven. They want to hear from the people behind the products, in conversations about the markets they already follow. The Modern Investor Summit, our retail investor conference in New York, puts you in those conversations, face to face.
VanEck, BlackRock, Invesco, State Street, Cboe, CME Group, Robinhood, eToro and Charles Schwab have all backed the Summit.
Your funds, explained by your people, to investors with capital to allocate. The most direct form of ETF issuer retail marketing: face to face.
“It is so exciting to see them bring this huge retail community to the active ETF story.”
Win new customers face to face, then keep the relationship going.
“Thoughtful, engaging questions from investors who truly care and want to learn.”
US-focused, affluent and experienced. These investors are in market and planning their next move: 79% invest across multiple asset classes, and 35% have been investing for more than 10 years.
Most finance events serve up generic panels in forgettable rooms, so people switch off.
We've built the opposite: a festival-style Summit that answers the questions investors are actually asking, in a format they enjoy.
When it's engaging, they turn up, they stay, and they act.
A marquee main stage for keynotes, headline sessions and fireside panels
Breakout sessions to dive into specific topics and themes
48% of our speakers are president or C-level
Branded activations and experiences including pickleball, VIP lounges, and live music
“Candid in a way polished conference panels rarely are.”
“I love the Finimize community. Platforms like Finimize provide a valuable platform for meaningful discussions on pressing financial topics for the retail investor community.”
Tell us what you want retail investors to know, feel or do. We'll design your retail investor event sponsorship across five areas, from a focused expo presence to leading the whole Summit.
Keynotes, firesides and panel seats on the main stage in engaging formats
Sponsorships across stages, registration, the event app, seen all day
Own activations like the VIP lounge, coffee bar, or pickleball court
Educational guides on themes you own, reaching 600k+ US investors and working for 12 months
Delegate passes, opt-in leads, full attendee data and theme exclusivity at the top tiers
Each tier includes everything below it. Most named spaces are single-owner and sold once, first come, first served.
A Summit partnership runs for months before and after the event. Our investor education sponsorship puts your themes in front of the whole Finimize community.
We write an educational guide on a theme tied to your focus areas, in Finimize's tone of voice
It reaches in-market US investors through the Finimize newsletter, web and app
It stays on-platform for 12 months, building momentum before and after the event
A content series, newsletter and app distribution to 600k+ US investors, and a spot in the build-up comms
Stage presence, your branded space, networking and content captured live
Ongoing hosted content, post-event clips and measured brand uplift
June 5, 2027 at Pier 36 NYC, a festival-style retail investor conference in New York City.
2,000+ affluent, self-directed US investors. 98% actively invest, 21% are accredited and 57% have $25k+ to invest in the next 12 months.
Asset managers and ETF issuers, exchanges, index providers, and investing platforms.
Yes. Partners shape their themes with us, and the top tiers include theme exclusivity, so no other partner speaks to your themes.
Yes. Educational guides and build-up comms reach 600k+ US investors before and after the Summit, and guides stay hosted for 12 months.
Partnerships range from a focused expo presence to leading the Summit. Talk to the team for the full menu.
Book a 30-minute call with our partnerships team. We'll send tailored options within two days.
Empowering retail investors since 2016
