Our community membersย 
are Modern Retail Investors

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Time poor

Our members spend approximately 15 minutes or less each day reading about markets, gathering investing ideas, and executing trades. To meet this demand, we provide highly curated investing insights and education.

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Community driven

94% of our members discuss their investment ideas and decisions with peers. The Finimize platform enables them to connect through over 500 events annually.

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Action oriented

Taking action is a key part of the Modern Investor learning journey. Our content focuses on helping investors make educated investment decisions.

Community Breakdown

Age Range

๐ŸŽ‚ 18-24 โ†’ 8%

๐ŸŽ‚ 25-55 โ†’ 80%

๐ŸŽ‚ 56-65 โ†’ 12%


๐Ÿ‡บ๐Ÿ‡ธ USA โ†’ 57%

๐Ÿ‡ฌ๐Ÿ‡ง UK โ†’ 18%

๐ŸŒ ROW โ†’ 25%


๐Ÿ‘จ Male โ†’ 55%

๐Ÿ‘ฉ Female โ†’ 45%


๐Ÿ’ต Average โ†’ $118k p/a

๐Ÿ’ฐ 18% โ†’ Over $250k p/a


๐Ÿ“ˆ Finance โ†’ 46%

๐Ÿ’ป Technology โ†’ 37%


๐Ÿ™‹โ€โ™€๏ธ 56% โ†’ Key Decision Makers

๐Ÿ™‹โ€โ™‚๏ธ 11% โ†’ Founders or C-Level

Investing Experience


Invest in stocks


Invest in multiple assets


Invest in single stocks


Are accredited investors


Started investing with Finimize

Investment Updates






Every 6-12 months


Set and forget

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Why do they care?

Democratization of Capital Markets

Technology has democratised access to the financial markets for millions of new investors. A new generation of investors - Modern Retail Investors - want control over their own wealth. Where do they turn for information they can trust?

Information Paralysis

Retail investors are looking for help. There are too many sources of information varied in quality and accessibility. This leads to information overload and more uncertainty.

The Signal in the Noise

Retail investors are looking for an easy, trusted and impactful source of information. Finimize helps millions of people to become smarter investors, so they can make informed investment decisions.

Meet the finimizers

A few of our switched-on community members in their own words
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29, Software Engineer, London

Why do you plan to invest more in 2023 despite the potential cost of living crisis?

It seems like the markets will soon reach their ultimate lows, so investing more money in 2023 makes sense if I donโ€™t need that money for five to ten years.

After all, firms like Berkshire Hathaway are investing heavily this year, so why shouldnโ€™t I be?

I enjoy reading Finimize every day and use the Insights to inform how I invest my money each month.

I'm lucky enough to earn a decent salary and to be able to invest monthly through low-cost investing apps like Freetrade.

Why do you plan to invest in Big Tech next year?

Big Tech has seen a big drop in value, but it still plays an increasingly major role in our lives. I think buying into this sector now is much better value than it would have been this time last year.

Big Tech firms are profitable companies with good margins that can stand the test of time. Iโ€™m less interested in the volatile tech stocks that rose during the pandemic.

Why don't you plan to invest in crypto next year?

I don't plan to invest much (if any) into individual cryptocurrencies. I think it's much less risky to invest in the industry in general by buying shares of, say, Coinbase rather than buying a specific coin โ€“ย and that could represent better value right now.

Why don't meme stocks interest you?

I don't want to invest in something that adds no value and delivers no functionality, as it seems very superficial, like a trend that people will lose interest in over time.

Why do you plan to invest more in 2023 despite the potential cost of living crisis?

If I can manage day-to-day spending increases, I get comfort in the fact that one day I wonโ€™t be reliant on one income.

Why do you plan to invest in Big Tech next year?

There could be opportunities as the market comes down from its highs from Covid, with firms that survived forced to improve their profitability so their business models stabilize.

Why do you plan to invest in crypto next year?

I buy into the overall thesis of bitcoin as an alternative investment that could diversify my portfolio. Crypto can quickly become a complex topic to wrap your head around โ€“ I feel as I learn more, the more I invest.

Why don't meme stocks interest you?

I was never close enough to the culture and narrative to buy into them as a serious investment. By the time I was aware of meme stocks, they'd already hit mainstream news which I've always taken as an indicator that itโ€™s too late.

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33, Strategy And Innovation Manager, Warwickshire


34, Data Scientist, London

Why do you plan to invest more in 2023 despite the potential cost of living crisis?

Whilst the cost of living crisis may depress disposable income, next year could present good investment opportunities if there's some money left in the family budget for that. I expect the markets to bottom out in the next three to six months, creating an opportunity to buy solid stocks on the cheap.

Why do you plan to invest in Big Tech next year?

Raising rates have had an outsized impact on Big Tech valuations that I put down, in part, to overreaction. With hiking cycles slowing down and eventually coming to halt next year, I expect some fundamental re-evaluation โ€“ and, in turn, some material price improvements in the sector.

Why do you plan to invest in crypto next year?

Given the FTX debacle, I expect regulation to be fast-tracked. This may have a significant negative impact on prices in the short term, but I do welcome regulation and believe it will help pave the way for onboarding a lot of institutional investment.

Why don't meme stocks interest you?

I don't believe that they are suitable for an investment portfolio with a medium to long-term view. Scalpers and algorithm-based traders may benefit from their volatility profile, but investors who are not looking to trade that actively should stay away from them.

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