LONDON, 02.11.2026 – Wealth platform Quartz and financial information platform Finimize are partnering to bring Finimize’s trusted, accessible investing content to Quartz’s members in the UK.

Finimize’s investing content powers Charlie, Quartz’s AI-powered personal banker

Finimize’s expertise in engaging retail investors and tailored investing content now helps power Charlie, Quartz’s AI-powered personal banker, delivering relevant financial news and insights tailored to members’ portfolios, interests and goals.

This allows members to better understand how market developments relate to their own financial lives, rather than having to follow general market news across multiple providers – offering a more holistic, personalised experience.

Charlie draws on Finimize content, alongside other sources, to answer members’ questions with up-to-date context, flag relevant news about their holdings, and curate reading lists based on portfolios and goals.

Quartz launched in the UK last month and is accepting members on an invite-only basis.

André Silva, Co-founder & CEO, Quartz, said: “Finimize’s audience are exactly the kind of curious, engaged retail investors Quartz is built for, and its content is some of the sharpest and most trusted in the market.

“Now that Quartz is live in the UK, Charlie, our AI-powered personal banker, uses that same market intelligence to guide our members through what’s happening in the markets and help them make sense of it for their own goals.”

Carl Hazeley, CEO, Finimize, said: “We know retail investors are looking for new approaches to personal finance guidance and they’re increasingly comfortable using AI-powered tools to get the insights they need.

“This partnership ensures that Quartz members are getting content which is personalised and relevant as part of a seamless, trustworthy experience. Together we can help build trust and understanding through high-quality insights.”

About Finimize

Finimize is the research partner for modern investors. With over 1 million engaged members, it is one of the largest retail investor communities globally. Finimize for Business enables more than 350 financial institutions to provide trusted content and insight that drives engagement, revenue, and retention.

About Quartz

The first wealth platform built to truly understand you. Quartz brings your entire financial life into one place and pairs you with Charlie, an AI-powered personal banker that understands your wealth, your goals, and your ambitions. Personalised financial intelligence, available 24/7, at a fraction of the cost.