The Finimize Story

In 2016, a group of friends and colleagues, found themselves asking a simple but surprisingly difficult question: What should we do with our savings? Our team, then Barclays, Goldman Sachs and Google, realized that while budgeting advice was everywhere, real investing guidance was out of reach, and often created by experts, for experts. Believing finance should be open to everyone, not just the privileged few, we set out to build something that could empower a new generation to take charge of their financial futures: no expensive advisors, no confusing jargon, just clear, actionable knowledge.

We Noticed Some Problems

We saw a system full of barriers. Investing information was out there, but it was scattered, hard to digest, and often times hard to trust. Everyday investors were left with outdated advice or noisy social feeds, with little clarity on how to actually build wealth. The tools weren’t built for modern investors who wanted simplicity, insight, and a sense of control. It was clear: the gap between what people needed and what existed was huge.

So We Made A Solution

We created Finimize to close that gap. Our platform delivers world-class analysis in bite-sized, jargon-free formats that fit effortlessly into your day. Beyond content, we’ve built a thriving community where investors learn, grow, and support each other. With over a million readers, recognition from Apple, and backing from Aberdeen Group PLC, we’re helping a new wave of investors take confident steps toward building real wealth - on their own terms.

our purpose

Directly, or by partnering with the financial services industry, our purpose is to increase the net worth of an entire generation.

1m+

Daily readers across our web, app, and email channels

30+

Team Members based in London, Sydney, Zurich, Toronto, Lille and Seville.

20k+

Pieces of content posted annually

60+

Finimize for Business partners since launch of our B2B services in 2023

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Timeline

2016

Finimize was officially incorporated and the mission to democratize financial information had begun.

2017

Finimize newsletter surpassed 100k subscribers, indicating that it wasn't just us who were feeling like it was time for change.

2018

Expanding beyond its daily newsletter, Finimize launched its mobile app, providing users with on-the-go access to financial insights and analysis.

2021

Finimize was acquired by global investment firm Aberdeen, enabling it to scale more rapidly while continuing to operate as an independent brand.

2022

Finimize's community grew to over one million members, reflecting its success in delivering digestible financial content to a broad audience.

2022

Finimize launched the Modern Investor Summit, featuring keynote speeches by industry leaders like Jamie Dimon and Ray Dalio, solidifying its role in investor education.

2024

Finimize's launches its web platform, further enabling access to retail investors.

Our Mantras

Being human

We aren’t a faceless company: we’re a team putting our members’ best interests at heart.

Empowering, not advising

We don’t tell Finimizers what to do or how to invest: we give our members what they need to make assured, independent decisions for themselves.

Apolitical and unbiased

We don’t take sides, but we always remember that we have a global community with local concerns.

Better Together

We’re citizens in a community working towards the same goal. Becoming rich is lonely, increasing the net worth of an entire generation is fulfilling.

Partnering With The Pros

Finimize partners with over 60 leading institutions across the financial services landscape - from asset managers and banks to fintechs and brokers—to help them engage the modern investor.

Through content, campaigns and events, we help our partners cut through the noise and connect meaningfully with our highly engaged community. Whether the goal is to build awareness, drive education, or support customer acquisition, we offer scalable, insight-led solutions that resonate with a new generation of investors.

Want to grow your retail investor audience? Find out more →

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Don't take it from us...

Andrew
Partner - Consulting
Finimize Business Partner

"Love the events – always incredible speakers and networking"

Laura
Marketing Executive
Finimize Pro Subscriber

"This is a brilliant tool for investors - experienced or inexperienced, I’m so happy I never cancelled the trial and I continued to use it. I strongly recommend it to anyone interested in the stock market".

Thomas
Engineer
Finimize Newsletter Subscriber

"Objective, brief and concise information, without any fuss."

Aurelie
Finimize Business Partner

“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."

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Press

See all

Marketwatch | 26/03/25

Tariff drama and market swings have more retail investors looking to diversify

The U.S. stock market has been a roller coaster since the start of 2025, and retail investors have been along for the ride. The S&P 500... Read Here

A Youtube thumbnail of an analyst mid-flow. quote says 'They're either lying to you of breaking the law'.

Euronews | 14/04/25

Meet the CEO trying to ‘increase the net worth of an entire generation’

Carl Hazeley, CEO of Finimize joins Hannah Brown to discuss the importance of investing, especially for younger people, while shedding more light on current investment trends. Watch Here

A graphic which says 'Finimize Modern Investor Pulse' on it.

CITYAM | 02/04/25

Retail investors are yet to run scared

The latest Finimize Modern Investor Pulse, which surveyed over 2,200 modern retail investors, shows that market confidence has fallen significantly – only 60 per cent now believe stocks will be higher in a year, down from 71 per cent. Yet the majority... Read Here

about us

Finimize for Business helps you engage, educate, and empower modern investors.

about finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bite-sized insights from world-class analysts, and we’re increasing the net worth of a generation by transforming how financial services use content to attract, retain, and empower modern investors.

our purpose

We’re partnering with the financial services industry to increase the net worth of an entire generation

At Finimize, we started with a mission to increase the net worth of a generation. Modern investors had the motivation and investing tools they needed to take control of their finances but they were held back by the overwhelming library of dense, contradictory, and – quite frankly – dull educational resources available to them.

We developed a community, found out what they wanted, and got to work creating smart, focused, jargon-free investing insights that people would want to read. It’s been seven years since then: over one million readers have subscribed, world-renowned speakers regularly headline our community events, and Apple dubbed us one of the top ten finance apps in the world.

Modern investors now have the information they need to work towards wealth. The only problem: their financial services aren’t keeping up. That’s why we started Finimize for Business: using our years of research, experience, and expertise, we can help stop your business from falling behind.

We’ve helped over 300 brands, from fintechs to traditional financial firms, reinvent how they engage with modern investors, demonstrating how the right content and communication with our financially educated and engaged investor community can transform consumer engagement, acquisition, and retention.

The future winners in financial services will be the businesses that transform the way they build relationships with investors.

A blonde-haired woman speaks into a microphone whilst sitting in a crowd.

our values

Bringing empowerment-led community culture to financial services

We believe in being human

We aren’t a faceless company: we’re a team putting our members’ best interests at heart.

We believe in empowering, not advising

We don’t tell Finimizers what to do or how to invest: we give our members what they need to make assured, independent decisions for themselves.

We believe in staying unbiased and apolitical

We don’t take sides, but we always remember that we have a global community with local concerns.

We believe we’re better together

We’re citizens in a community working towards the same goal. Becoming rich is lonely, increasing the net worth of an entire generation is fulfilling.

contact us

How to get in touch

Our office is located at 280 Bishopsgate, London, EC2M 4AG, although our team is spread around the world.

For business partnerships, visit our business page or email business@finimize.com

Any issues? You can always email help@finimize.com for support.

get in touch

Talk To Sales

access the latest insights

Retail Investor Insider

The Finimize Story

We Noticed Some Problems

So We Made A Solution

our purpose

Directly, or by partnering with the financial services industry, our purpose is to increase the net worth of an entire generation.

1m+

30+

20k+

60+

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Timeline

2016

2017

2018

2021

2022

2022

2024

Our Mantras

Being human

Empowering, not advising

Apolitical and unbiased

Better Together

Heading

Heading

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Partnering With The Pros

Heading

Heading

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Don't take it from us...

"Love the events – always incredible speakers and networking"

"This is a brilliant tool for investors - experienced or inexperienced, I’m so happy I never cancelled the trial and I continued to use it. I strongly recommend it to anyone interested in the stock market".

"Objective, brief and concise information, without any fuss."

“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."

Heading

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Press

Tariff drama and market swings have more retail investors looking to diversify

Meet the CEO trying to ‘increase the net worth of an entire generation’

Retail investors are yet to run scared

Retail Investor Insider

Company

Connect

get in touch

Talk To Sales

access the latest insights

Retail Investor Insider

about us

Finimize for Business helps you engage, educate, and empower modern investors.

about finimize

our purpose

We’re partnering with the financial services industry to increase the net worth of an entire generation

our values

Bringing empowerment-led community culture to financial services

We believe in being human

We believe in empowering, not advising

We believe in staying unbiased and apolitical

We believe we’re better together

contact us

How to get in touch

get started

Ready to get going?

Retail Investor Insider

Company

Connect