Finimize in the news

There is an appetite for transformational technologies, says CEO

Retail investors are displaying market maturity as they cool on the AI rally whilst remaining confident in its long-term potential - with 67% planning to maintain or increase their exposure.

Investors fear an AI bubble - but are pumping more into US tech stocks before it bursts

The Finimize Modern Investor Pulse shows what investors are planning to do about the potential AI bubble.

Finimize and Charles Schwab to deliver educational investment content to international investors

Financial information platform Finimize today announced a strategic collaboration with Charles Schwab to deliver educational investment content to international retail investors looking to access US markets.

‘Finfluencers’ and how to spot bad financial advice on social media

Anything suggesting guaranteed returns, someone without qualifications or calls to act now are all red flags.

Prospero.ai and Finimize partner to bring iInstitutional-grade AI insights to millions of retail investors

Prospero.ai, the award-winning AI-powered investing platform helping retail investors trade like professionals, today announced its third partnership with Finimize, one of the world's largest retail investor communities globally (1m+) that empowers retail investors with concise insights from world-class analysts.

Exclusive: Investors cautiously bullish on bitcoin

Retail investors are becoming increasingly optimistic about cryptocurrencies, as volatile market conditions cause people to consider adding the asset to their portfolio.

Why your AI strategy shouldn’t start with AI

Having an AI strategy for the sake of it is pointless. You’ll just end up with expensive tools gathering digital dust

Q&A – Carl Hazeley, CEO at Finimize

Carl Hazeley, CEO of Finimize digs into what sets modern retail investors apart, why confidence is rising, and how an “investment-first” mindset is reshaping consumer behaviour.

Investing platforms missing $500 million annual opportunity as knowledge gaps limit investor activity

Knowledge gaps across complex asset classes are costing the finance industry an estimated $500 million annually in lost revenue, according to Finimize’s latest Modern Investor Pulse survey

Investors are swapping meals out for higher returns

Despite ongoing economic uncertainty, retail investors are making a fundamental shift – choosing investment returns over immediate consumption.

More people are treating their investments as a form of savings. Here’s what’s driving them to be ‘long-term greedy.’

An unsteady economy hasn’t shaken retail investors’ optimism about the stock market.

Fintech profile: How Finimize empowers investors with insights from world-class analysts and supports financial institutions

Carl Hazeley on how Finimize empowers retail investors with concise insights from world-class analysts and supports financial institutions in engaging modern investors.

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

Finimize CEO, Carl Hazeley, talks about how longer lifespans and an upcoming generational wealth transfer are likely to make investing even more crucial for millennials.

Three months of Trump have shown investors are hard to be spooked

Stock-market swings are pushing these investors to adjust their portfolios. Here’s what they’re buying now.

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

80% of retail investors want better access to advice, Financial Times

A recent Financial Times article highlights findings from Finimize’s Modern Investor Pulse survey, which captures and analyzes quarterly retail investor sentiment.

Generation Podcast featured in Mural's Top 15 Fintech Podcasts to listen to in 2024

Finimize's Generation Podcast ranks in Mural's top podcasts of 2024.

U.S. inflation is heading in the right direction, but is not sustainably close to its target yet, analyst says

Stéphane Renevier, analyst at Finimize, shares expectations about the upcoming Fed meeting and U.S. inflation report.

Investors take punt on Labour despite some stock market concerns

38 per cent of UK investors said they’d be voting Labour, compared to 23 per cent for the Conservatives, according to a survey conducted by Finimize.

The Notebook: Does the Gamestop and AMC surge signal a memestock comeback?

Where the City’s movers and shakers have their say. Today, Max Rofagha, CEO and founder of Finimize, takes the pen to talk memestocks, the FTSE 100, and how ChatGPT became a flirt.

Fintech 50: Finimize

With over one million subscribers to the newsletter and mobile app, Finimize is one of the largest retail investor communities in the world. 70,000+ attend its organised events each year and thousands of premium subscribers discuss investing in its private group chats.

Max Rofagha, CEO and founder of Finimize on the Great Wealth Transfer

Max Rofagha, the CEO and founder of Finimize, explains the great wealth transfer and how his financial analysis app helps educate investors. We discuss what life at Finimize has been like since being acquired by ABRDN, the growth of Finimize’s B2B business, where their subscribers come from and how curated content can help reduce asymmetry between retail and institutional investors.

A lot of optimism baked into upcoming earning season, analyst says

Carl Hazeley, lead analyst at Finimize, discusses the outlook for U.S. banks’ earning season.

Investors shun social media advice for independent financial media after meme stock saga

Retail investors are increasingly shunning social media for their financial advice despite its rise in prominence during the meme stock frenzy of 2021.

Investors shun social media advice for independent financial media after meme stock saga

Retail investors are increasingly shunning social media for their financial advice despite its rise in prominence during the meme stock frenzy of 2021.

Behind the Idea: Finimize

Complexity and exclusivity have long characterised the world of investing, often leaving many individuals feeling alienated from financial markets. However, as Gen Xers and Millennials prepare to dominate global wealth by 2030, there’s a growing demand for accessible financial insights tailored to modern investors.

Industry takes: what does Blackrock’s $10bn IBIT mean for crypto investors?

As Blackrock's Bitcoin ETF became the fastest in history to hit $10bn, industry experts weigh in on what this means for crypto markets.

Industry Divided on Trump CBDC Views and the Impact Stopping Development Would Have on US Crypto Hub

Looking to run for President once again, Donald Trump has made his views on central bank digital currencies (CBDCs) very clear: he will not allow their creation. With other countries trialling centralised digital currencies, we wanted to find out how impactful it would be on the US as an innovation hub to halt the development of a digital dollar should Trump be re-elected into the White House.

Investors Optimistic About 2024, Study Says

New research from London-based Finimize finds that despite a difficult economic 2023, many investors are not only optimistic about this year, but are willing to take their money off the sidelines and start investing again.