Insight
The Modern Investor Verdict
Read now →Hundreds of highly engaged, self-directed investors, gathered in one room. And a much bigger audience watching before and after the event.
The Modern Investor Summit can put your brand at the center of the conversation – in person and across Finimize's 1.2 million-strong community.
And we keep the partner list deliberately small.
The Modern Investor Summit brings hundreds of self-directed investors together with some of the smartest voices in markets for one high-energy evening.
These investors don’t just listen: 40% take action after attending an event like this one.
The Modern Investor Summit brings our community together in New York for a day-long festival of markets, ideas, and real face-to-face access with the investors your brand wants to reach.
Get visibility alongside leading voices in AI, digital assets, alternative investments, and macro – and put your brand at the heart of the discussion.
12 speakers, nearly 400 attendees, and partners including Aberdeen Investment Trusts and FTSE Russell.
A headline room with a wraparound digital screen, street food truck, and speakers from global asset managers and Anthropic.
A brewery in Boston? A barge in Brussels? We're always exploring new formats, locations, and venues.
Hit us up if you're interested in a bespoke, memorable experience for your brand.
"The summit gave me enormous information about how to manage my portfolio for the year ahead...”
“Retail investor confidence is rebounding. After a volatile 2025, many are holding cash, ready to deploy into 2026.”
Tell us what you want to achieve, and we’ll build the right partnership around it – in London, New York, or somewhere else entirely.
Empowering retail investors since 2016