Latest insights, news
and research

Insights

29/9/2023

How Investment Platform Executives Build Global Platforms

Insights

29/9/23

How Investment Platform Executives Build Global Platforms

Research

28/9/23

Modern Investor Pulse – Q4/2023

Research

September 28, 2023

Modern Investor Pulse – Q4/2023

Insights

30/8/23

Fintech CEOs Share Their Tips For Building Modern Investment Platforms

Insights

August 30, 2023

Fintech CEOs Share Their Tips For Building Modern Investment Platforms

Research

5/7/23

Modern Investor Pulse – Q3/2023

Research

July 5, 2023

Modern Investor Pulse – Q3/2023

Insights

27/6/23

Despite Falling Valuations, Investing Apps Still Have Upside. Here’s Why.

Insights

June 27, 2023

Despite Falling Valuations, Investing Apps Still Have Upside. Here’s Why.

Insights

13/6/23

How IFA Networks Can Embrace This New Era Of Investing

Insights

June 13, 2023

How IFA Networks Can Embrace This New Era Of Investing

Partnerships

5/6/23

Ushering in the age of AI investing with Magnifi

Partnerships

June 5, 2023

Ushering in the age of AI investing with Magnifi

Insights

31/5/23

The Banking Paradox: A Golden Opportunity For Investing Services

Insights

May 31, 2023

The Banking Paradox: A Golden Opportunity For Investing Services

Insights

26/5/23

Boosting Engagement With Finimize: The ROI For Investing Apps

Insights

May 26, 2023

Boosting Engagement With Finimize: The ROI For Investing Apps

Insights

16/5/23

How To Produce Content That Engages Retail Investors Better Than Anyone Else

Insights

May 16, 2023

How To Produce Content That Engages Retail Investors Better Than Anyone Else

Insights

19/4/23

Waking Up To The Retail Investor. Here’s What Three Industry Titans Had To Say

Insights

April 19, 2023

Waking Up To The Retail Investor. Here’s What Three Industry Titans Had To Say

Insights

18/4/23

How To Efficiently Produce Hyper-Relevant Content For Retail Investors

Insights

April 18, 2023

How To Efficiently Produce Hyper-Relevant Content For Retail Investors

Case Studies

17/4/23

Wealthyhood uses Finimize content to promote smart, responsible investing

Case Studies

April 17, 2023

Wealthyhood uses Finimize content to promote smart, responsible investing

Research

24/3/23

Modern Investor Pulse – Q2/2023

Research

March 24, 2023

Modern Investor Pulse – Q2/2023

Insights

16/3/23

What Institutions Can Learn From Silicon Valley Bank’s Twitter-Fueled Collapse

Insights

March 16, 2023

What Institutions Can Learn From Silicon Valley Bank’s Twitter-Fueled Collapse

Partnerships

14/3/23

Putting financial education first with IG

Partnerships

March 14, 2023

Putting financial education first with IG

Insights

14/3/23

Understanding The Retail Investor Rebound In February

Insights

March 14, 2023

Understanding The Retail Investor Rebound In February

Insights

14/3/23

How to turn attention into education

Insights

March 14, 2023

How to turn attention into education

Research

13/1/23

Modern Investor Pulse – Q4/2022

Research

January 13, 2023

Modern Investor Pulse – Q4/2022

Partnerships

29/11/22

Learn About Alternative Assets with Splint Invest at the Modern Investor Summit

Partnerships

November 29, 2022

Learn About Alternative Assets with Splint Invest at the Modern Investor Summit

Partnerships

25/11/22

TILLIT joins Finimize at the Modern Investor Summit

Partnerships

November 25, 2022

TILLIT joins Finimize at the Modern Investor Summit

Partnerships

10/11/22

Masterworks Partners with Finimize to Educate Retail Investors On Investments in the $1,7 Trillion Art Market

Partnerships

November 10, 2022

Masterworks Partners with Finimize to Educate Retail Investors On Investments in the $1,7 Trillion Art Market

Insights

9/11/22

How Retail Investors Find Opportunities On Social Media – And What They Do Next

Insights

November 9, 2022

How Retail Investors Find Opportunities On Social Media – And What They Do Next

Insights

31/10/22

How To Build A Sense Of Belonging on Zoom

Insights

October 31, 2022

How To Build A Sense Of Belonging on Zoom

Insights

21/10/22

The Finimize Retail Investor Community Is Playing It Safe

Insights

October 21, 2022

The Finimize Retail Investor Community Is Playing It Safe

Insights

19/10/22

5 Ways To Engage Retail Investors On Social Media

Insights

October 19, 2022

5 Ways To Engage Retail Investors On Social Media

Partnerships

14/10/22

Meet Moneybox at the Annual Modern Investor Summit

Partnerships

October 14, 2022

Meet Moneybox at the Annual Modern Investor Summit

Research

11/10/22

Modern Investor Pulse – Q3/2022

Research

October 11, 2022

Modern Investor Pulse – Q3/2022

Insights

10/10/22

How Retail Investors Make Decisions

Insights

October 10, 2022

How Retail Investors Make Decisions

Partnerships

2/9/22

Arrived Homes partners with Finimize to promote fractional real estate investments

Partnerships

September 2, 2022

Arrived Homes partners with Finimize to promote fractional real estate investments

Case Studies

30/8/22

The real future of NFTs with Unstoppable Domains

Case Studies

August 30, 2022

The real future of NFTs with Unstoppable Domains

Partnerships

30/8/22

Wealthyhood partners with Finimize to educate long-term investors

Partnerships

August 30, 2022

Wealthyhood partners with Finimize to educate long-term investors

Partnerships

30/8/22

Finimize partners with Unstoppable Domains to give superpowers to crypto owners

Partnerships

August 30, 2022

Finimize partners with Unstoppable Domains to give superpowers to crypto owners

Partnerships

30/8/22

Delta partners with Finimize to engage the modern investor community

Partnerships

August 30, 2022

Delta partners with Finimize to engage the modern investor community

Partnerships

30/8/22

Helping TradeStation to drive awareness and trust with 1m+ modern investors

Partnerships

August 30, 2022

Helping TradeStation to drive awareness and trust with 1m+ modern investors

Partnerships

30/8/22

Hedgehog partners with Finimize to highlight the benefits of real-world investments

Partnerships

August 30, 2022

Hedgehog partners with Finimize to highlight the benefits of real-world investments

Case Studies

22/8/22

Goodbody uses the Finimize content API to empower its customers

Case Studies

August 22, 2022

Goodbody uses the Finimize content API to empower its customers

Partnerships

10/8/22

Attest partners with Finimize to enable growth without guesswork

Partnerships

August 10, 2022

Attest partners with Finimize to enable growth without guesswork

Case Studies

29/7/22

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

Case Studies

July 29, 2022

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

Partnerships

26/7/22

ZenGo and Finimize put the spotlight on crypto wallet security

Partnerships

July 26, 2022

ZenGo and Finimize put the spotlight on crypto wallet security

Ready to introduce
yourself to our community?