The Financial Content Platform For The Future of Wealth

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

Over 300 enterprises trust us to connect them with retail investors

See why they choose Finimize →

Modern investors want to know one thing: how to make smarter decisions

The future winners in financial services will be the businesses that get them there.

1m +

Retail members

40m +

Global reach

Top 10

Finance apps

We’ve built a library of trusted, educational content that modern investors – on a mission to build wealth – actually want to engage with.

Turn our community into your customers

Discover content delivered on your terms.

Finimize
Content

Lean on content with industry-leading engagement rates to animate users all across the customer journey.

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Finimize
Promote

Use our newsletter, events, and network of engaged investors to build your brand awareness.

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Reinvent the way you engage with investors

Modern investors want to take their financial futures into their own hands. Finimize content helps them do just that.

Attract

56% of consumers with financial education become relationship customers.

Retain

Customers with financial education are 2x less likely to switch services.

Empower

Customers placed 33% more trades after they consumed educational content.

"Finimize assists modern investors with critical financial decisions and is very highly rated with key demographics. Its news service, community building capabilities, customer insight and technological capabilities will further assist the transformation of abrdn into a truly client-led organisation and support a step change in our capabilities."

Stephen Bird

CEO

abrdn

"Finimize assists modern investors with critical financial decisions and is very highly rated with key demographics. Its news service, community building capabilities, customer insight and technological capabilities will further assist the transformation of abrdn into a truly client-led organisation and support a step change in our capabilities."

Stephen Bird

CEO

abrdn

”I’m passionate about the need for us to do more to explain economic and financial topics in language everyone can understand. So I’m delighted the Bank is partnering with Finimize on this new pack on the role of central banks. Understanding how decisions taken by institutions such as the Bank of England affect us all is really important. That’s the case whether you’re a seasoned investor, are learning about the world of finance for the first time, or just want to make better every-day financial decisions.”

Andy Haldane

Chief Economist

Bank of England

“Finimize puts on a terrific event. They engage the audience from the start. Mark Cuban and I had a blast talking with the large & well versed group.” Tim Draper, Venture Capital Investor"

Tim Draper

Founder & VC Investor

Draper Associates

"I’m such a fan of what the team has built at Finimize, I’m thrilled to be a part of it."

Sallie Krawcheck

CEO

Ellevest

“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

Head of Brand Amplification

Ledger

“It’s harder than you think to write content that’s both accessible and accurate. With Finimize, I know I can trust the quality and not have to worry about reviewing everything before it is published: I can focus on building an amazing product.”

Alexandros Christodoulakis

Co-founder & CEO

Wealthyhood

How can you use Finimize for Business?

Acquisition

Acquire new customers and build brand awareness with promotional campaigns to reach the Finimize audience.

Build Trust

Maintain relationships with customers at scale by connecting them with content they’ll actually read and learn from.

Multichannel Campaigns

Connect with retail investors across multiple Finimize channels by co-producing events, growth content, and more with our team.

Education Hubs

Use our content to build out your own education, news, or insights hub to level up, activate, and engage with customers.

Fintech Apps

Build out a news feed, insights database, or educational library in your product via the Finimize API.

Custom Newsletters

Build your own newsletters to pull customers into your ecosystem on a scheduled basis.

Apple’s Top 10 Rated Finance Apps

FINIMIZE FOR BUSINESS GIVES YOU...

Community insight

We’ve developed an active retail investor community of millions. They want more from their financial services providers: Finimize for Business helps you keep pace with their preferences, and capture their attention.

“Finimize is simply a must for all retail investors”

App Store • Oct 2023

Read why customers love ss →

Smart research

Finimize analysis is created by former investment research professionals. The quality of our content has won us over one million subscribers.

8 hrs

Of research goes into an average Finimize piece

Jargon-free content

Modern investors are being held back by dense, contradictory, and boring educational resources. Our accessible content means anyone can build their financial confidence and expertise.

70%

More engaging content than the industry average

Finimize In The Press

CNBC Squawk Box
Max Rofagha, CEO

Yahoo Finance
Carl Hazeley, Lead Analyst

CNBC
Carl Hazeley, Lead Analyst

Trusted

Finimize is a subsidiary of global investment company and asset manager abrdn. We ensure our content is accurate and void of financial advice so you don’t have to.

Flexible

With a wide range of solutions, our team can work with you to find the best fit – regardless of where you’re at with content or technical expertise today.

Impactful

Finimize content is up to 12x more efficient than other outlets. Our clients see a 2.5x ROI within 24 months on average.