Community Highlights

Global

Ambitious

Affluent

Experienced

Represented in over 50 countries with the US, UK, and Europe being key hubs.

A highly career-driven audience across finance, technology, and professional services.

20% want to invest at least $50,000 over the next 12 months.

50% have over five years of investing experience, and 21% are accredited investors.

Who are they?

Age

Location

Roles

Industries

Income

$118k p/a → Average
‍Over $250k p/a → 18%

Gender

8% are buy side institutional investors

Community Highlights

Global

Represented in over 50 countries with the US, UK, and Europe being key hubs.

Ambitious

A highly career-driven audience across finance, technology, and professional services.

Affluent

20% want to invest at least $50,000 over the next 12 months.

Experienced

50% have over five years of investing experience, and 21% are accredited investors.

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

Finimize has grown a community of 1.1 million retail investors.

We call them a community because they engage with each other throughout their learning journey.

Our latest research has shown that 46% of retail investors take action after connecting and discussing investing ideas with other investors.

‍70,000 community members connect via events every year.

"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

Former Head of Brand Amplification

Embed your brand into the learning journey of the Finimize Investor Community

Finimize Campaigns

Multi-channel campaigns you can run at any time of the year.

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Finimize
Event Series

Event-led campaigns leveraging key moments in time over the year.

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Modern Investor Summit

Exposure around and at the largest retail investor event in the world.

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Who are they?

Age

18-24 → 12.5%

25-34 → 28.5%

35-44 → 26.1%

45-54 → 17.8%

55-64 → 13.6%

Location

🇺🇸 US → 550k

🇪🇺 EU → 190k

🇬🇧 UK → 130k

🇭🇰 HK & 🇸🇬 SG → 40k

🌎 ROW → 190k

Roles

Corporate C-Level → 0.3%

Founders → 1.6%

Key Decision Makers → 21%

Manager Level → 36%

Income

$118k p/a → Average

Over $250k p/a → 18%

Industries

📈 Finance → 46%

💻 Technology → 37%

Gender

👨 Male → 55%

👩 Female → 45%

8% are buy-side institutional investors

What's their investing experience?

22%

<2 years

21%

3-4 years

18%

5-10 years

32%

>10 years

21%

Are accredited investors
(by US definition)

How often do they update their portfolio?

7%

Daily

28%

Monthly

21%

Quarterly

18%

Bi-annually

17%

Set and forget

How much do they invest over 12 months?

> 40%

Approx. $10k

8%

$50-100k

11%

+$100k

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