events

Join the number one retail investor community

Jamie Dimon and Ray Dalio

Keynote Speakers, Modern Investor Summit 2023

Finimize hosts up to 250 online and in-person gatherings with over 70,000 attendees all year round.
Among these are our Events series, tailored to topics our community values most, and our prestigious annual flagship event, the Finimize Modern Investors Summit — the world's largest retail investor gathering. For investors, this represents an unparalleled chance to gain insights from industry trailblazers, for free. Seize the opportunity to become a better investor and network with the best in the field!
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Modern Investor Summit

Join our annual flagship event and the largest retail investor event in the world. Over 2 days featuring 30+ speakers, we bring together leading industry experts, major financial institution and cutting edge insights to empower our community to elevate their investing game. Sponsors become part of the narrative and connect with our most engaged members at scale.

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Event
Series

Explore our multiple Event Series, crafted to align with our community's core interests and global market trends. Spanning 2 to 4 weeks, each series is designed to educate, foster connections with industry experts and brands, and empower you to take decisive action towards achieving your goals. Sponsors help to demystify some of the key topics for the Finimize retail investor community.

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key sponsors
highlights

The Power of Partnering with Finimize

Each year, we bring together individuals from across the globe to connect, exchange knowledge and take action in their investing journey.

250+

Annual events

300+

World class speakers

70,000+

Attendees per year

testimonials

Hear from those who joined

Thanks for the chance to speak to your audience once again. I love the Finimize community. Platforms like Finimize provide a valuable platform for meaningful discussions on pressing financial topics for the retail investor community.

Cathie Wood — Founder & CEO, Ark Invest

Speaker, Modern Investor Summit 2024

Thank you so much, I just want to say what a great and well organised event you have put together. This event alone was worth the money of the yearly subscription!

Omar — Finimize Member

As retail investors become increasingly influential in financial markets, the need for accurate and accessible information has never been more important. Finimize not only educates but empowers the everyday investors with the tools they need to navigate the world of investing. It’s a privilege to contribute to such a transformative platform and to take part in such an important summit.

Ray Dalio — American Investor

Keynote Speaker, Modern Investor Summit 2024

Really appreciate these interviews and the work being done for retail investors, thank you! Will definitely join the one next year.

Charles — Finimize Member

Finimize puts on a terrific event. They engage the audience in the chat from the start and guide the discussion smoothly. Mark Cuban and I had a blast talking with the large and well versed group.

Tim Draper — Venture Capital Investor

Speaker, Modern Investor Summit 2024

Amazing session with @CathieDWood this morning. She consistently throws conviction behind her strategies and analysis, wether or not you agree with her. Disruption and innovation will continue to move us forward, so toignore the space is to stay stagnant. Thank you @Finimize for having her.

Julie — Finimize Member

Max, I am such a fan of what you and the team have built at Finimize. So l was really thrilled when you reached out and happy to be part of this.

Sallie Krawcheck — CEO, Ellevest

Speaker, Modern Investor Summit 2024

events

Upcoming events

Modern Investor Summit 2024

The largest finance event in the world for retail investors.

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March 6, 2024

The Rise of Bitcoin ETFs

Discover the future of crypto and gain insights into the evolving landscape with industry experts from Grayscale.

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March 7, 2024

Finimize Ladies Investing Club

Join us in-person for our Investing Club in London.

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March 20, 2024

Future Of Finance: The Rise Of The Retail Investor

Join us for an event in London to hear from the brands at the forefront of the retail investor movement.

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March 25, 2024

An Ultimate Guide To ISAs For Beginners

Dive deep into the basics of ISAs, breaking down complex concepts into easy-to-understand information for those new to individual savings.

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March 26, 2024

A Masterclass On Building Your ISA Portfolio

Join IG's Assistant Portfolio Manager, Aaron Bright, and learn how to maximize your ISA Portfolio to achieve your long-term financial goals.

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March 26, 2024

Future Of Finance: Acquiring Next Gen Investors

Join M1 Finance CEO & Founder, Brian Barnes and discover strategies for acquiring and engaging tomorrow's investors

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March 27, 2024

How To Become An ISA Millionaire

Learn how to strategically use ISAs to build substantial wealth using smart investments with our example success stories.

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Connect with our events team

We work with 300+ financial service firms to help them
with their retail investor growth.
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events

Previous events

February 29, 2024

A Beginners Playbook For Investing This Year

Join Finimize & CFA to gain investor confidence in 2024 with economic insights, strategic destinations, and beginner-friendly tips.

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February 27, 2024

How AI Is Changing The Investing World

Discover how AI is revolutionising investments and uncover innovative strategies for your portfolio.

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February 26, 2024

Unlocking Trading Opportunities In 2024

Join IG's Chief Market Analyst, Chris Beauchamp, and gain valuable insights on market trends and insights for traders in 2024.

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February 20, 2024

The Inevitable Future of Cryptocurrency

Join this event to dive into cryptocurrency trends, navigate regulatory challenges, and uncover the next chapter in crypto evolution.

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February 18, 2024

Finimize Ladies Investing Club

Join us in-person for our Investing Club in London. This month we'll be connecting women in the abrdn office.

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February 13, 2024

The Rise of AI-Driven Healthcare Investments

Join Finimize and Healthwords.ai to explore the dynamic intersection of technology and healthcare opportunities!

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