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Modern Investor Pulse

The Finimize Modern Investor Pulse is run every quarter. We survey thousands of modern retail investors to get a grasp of shifting trends and investor sentiment – distilling the key insights into a quarterly report.

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Insights

6/11/2026

The investing drop-off: Turning first-time investors into long-term wealth builders

Insights

3/11/2026

Podcast: Are Investing Apps Encouraging the Wrong Investor Behaviors?

Insights

14/10/2026

The Retail Investor Asset Managers Still Underestimate

Insights

14/10/2026

Attention Trading Platforms: The Trade Everyone's Watching Just Started Rotating

Insights

14/10/2026

Investing Platforms: This Is The Knowledge Gap Your Users Won't Admit To

Insights

14/10/2026

Banks: Your Customers Are Sitting On Cash. Here's What They're Waiting For…

Case Studies

17/7/2024

IG taps into Finimize’s 120,000-strong UK investor community to drive impressive growth

Case Studies

15/5/2024

How Otto Finance Tuned In To The Next Generation Of Investors With Finimize

Case Studies

5/3/2024

Unlocking Wealth: How Wealthyhood Transformed Investor Education with Finimize

Case Studies

5/3/2024

Goodbody, Ireland’s Longest Established Wealth Manager, Celebrates Three Years of Modern Investor Insights with Finimize

Case Studies

13/11/2023

Ledger teams up with Finimize on the biggest virtual crypto summit in the world

Case Studies

13/11/2023

Goodbody uses the Finimize content API to empower its customers

Modern Investor Pulse

Pulse

29/9/2026

Modern Investor Pulse - Q4/2026

Modern Investor Pulse

Pulse

6/7/2026

Modern Investor Pulse - Q3/2026

Modern Investor Pulse

Pulse

20/3/2026

Modern Investor Pulse - Q2/2026

Modern Investor Pulse

Pulse

17/12/2025

Modern Investor Pulse - Q1/2026

Modern Investor Pulse

Pulse

23/9/2025

Modern Investor Pulse - Q4/2025

Modern Investor Pulse

Pulse

24/6/2025

Modern Investor Pulse - Q3/2025

Modern Investor Pulse

Pulse

25/3/2025

Modern Investor Pulse - Q2/2025

Modern Investor Pulse

Pulse

2/12/2024

Modern Investor Pulse – Q1/2025

Modern Investor Pulse

Pulse

1/10/2024

Modern Investor Pulse – Q4/2024

Modern Investor Pulse

Pulse

27/6/2024

Modern Investor Pulse – Q3/2024

Modern Investor Pulse

Pulse

20/3/2024

Modern Investor Pulse – Q2/2024

Modern Investor Pulse

Pulse

7/12/2023

Modern Investor Pulse – Q1/2024

Modern Investor Pulse

Pulse

5/12/2023

Modern Investor Pulse – Q4/2023

Modern Investor Pulse

Pulse

5/12/2023

Modern Investor Pulse – Q3/2023

Modern Investor Pulse

Pulse

5/12/2023

Modern Investor Pulse – Q2/2023

Modern Investor Pulse

Pulse

5/12/2023

Modern Investor Pulse – Q4/2022

Modern Investor Pulse

Pulse

5/12/2023

Modern Investor Pulse – Q3/2022

Press

2/11/2026

Wealth platform Quartz partners with Finimize to power AI personal banker

Press

5/10/2026

Finimize and CVC Income & Growth partner to bring credit insights to UK retail investors

Press

30/9/2026

Finimize: Retail investors ‘broadening’ across AI value chain:

Press

29/9/2026

AI doom headlines aren’t spooking all investors

Press

29/9/2026

Retail Investors Become More Selective As AI Debate Tests Conviction

Press

24/9/2026

Finimize’s Modern Investor Summit Returns to London This October

Press

5/8/2026

Finimize CEO: IPOs aren’t the new meme stocks

Press

13/7/2026

Finimize CEO on AI, leverage, and geopolitics

Press

8/7/2026

Finimize CEO: Finally, a regulator is ahead of the curve on AI

Finimize Modern Investor Pulse report – Q3, 2026

Press

7/7/2026

40% of retail investors use AI for research weekly but human conversation is still the top catalyst for starting

Press

18/6/2026

New data: Fees alone won't win UK retail investors

Press

31/3/2026

Finimize Launches Independent Awards Voted by Retail Investors

Press

25/3/2026

Investors swerve bitcoin as they look to ride out market volatility

Press

25/3/2026

Finimize CEO: Investors are investing more despite volatility

Press

6/1/2026

I started with £200 — now I’ve saved £20,000 at 24

Press

3/12/2025

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

Press

18/12/2025

There is an appetite for transformational technologies, says CEO

Press

18/11/2025

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

Press

23/10/2025

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

Press

31/10/2025

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

Press

18/8/2025

Q&A – Carl Hazeley, CEO at Finimize

Press

10/9/2025

Why your AI strategy shouldn’t start with AI

Press

25/9/2025

Exclusive: Investors cautiously bullish on bitcoin

Press

6/8/2025

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

Press

1/7/2025

Investors are swapping meals out for higher returns

Press

24/6/2025

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

Press

3/6/2025

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

Press

8/5/2025

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

Press

2/4/2025

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

Press

26/3/2025

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

Press

6/12/2024

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

Press

19/9/2024

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

Press

9/7/2024

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

Press

28/5/2024

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

Press

30/4/2024

Fintech 50: Finimize

Press

25/4/2024

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

Press

12/4/2024

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

Press

14/3/2024

Behind the Idea: Finimize

Press

14/3/2024

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

Press

24/1/2024

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

Press

3/1/2024

Investors Optimistic About 2024, Study Says

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