Insight
Retail investors prefer investing through current accounts – that should worry platforms and brokers
Read now →1.2M self-directed investors come to Finimize to work out their next move.
We help you reach them while they're doing it.
Pick the moment. We talk to our community every day, so we know what they're trying to understand.
You bring the expertise, we build the campaign around it.
One theme, built out across the channels investors already use.
Guide: a long-form educational piece written by our editorial team
Newsletter and web: distributed in the channels investors are using daily
Podcast: a conversation that opens the topic up
Evergreen: stays live on Finimize and podcast platforms, reach continues long after launch
One theme, built out across the channels investors already use.
Guide: a long-form educational piece written by our editorial team
Newsletter and web: distributed in the channels investors are using daily
Podcast: a conversation that opens the topic up
Evergreen: stays live on Finimize and podcast platforms, reach continues long after launch
One theme, built out across the channels investors already use.
Guide: a long-form educational piece written by our editorial team
Newsletter and web: distributed in the channels investors are using daily
Podcast: a conversation that opens the topic up
Evergreen: stays live on Finimize and podcast platforms, reach continues long after launch
Get your fund, strategy, or thesis in front of the self-directed investors who'll back it.
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Turn everyday customers into confident investors – and keep them coming back to your product to do it.
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Build the investing confidence that keeps users adding to their portfolio with you.
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Give retail investors the depth to back their instincts and the confidence to act, on your platform.
Find out more →57% have more than $25k ready to invest. 35% have been investing for more than 10 years. They come to Finimize to decide what to do next. We help you engage them.
Learn more about our community →
"Finimize is the most engaged community we know of. It gives us unparalleled insights into our target audience."
"Since working with Finimize we have seen a notable increase in awareness among younger traders and investors. Surely no coincidence?"
"By joining forces with Finimize, we are broadening our reach to an even wider community of engaged retail investors."
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We'll build it, put it in front of investors who’ll act on it, and carry it across every channel. Live within weeks.
Empowering retail investors since 2016