Finimize for Wealth Managers

Engage tomorrow’s
investors, today.

Welcome to a new era of client engagement. Finimize For Business enables the world’s biggest wealth managers to engage with clients and prospects at scale.
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Empower your clients

Deliver bite-sized market updates, industry analysis, and engaging educational content – all designed to help the modern investor stay informed on the go. Whether you want to tap into our extensive content library or need tailor-made content, we have you covered.

Scale with Ease

Scaling your content marketing and communications efforts shouldn’t be a challenge. Our platform is designed to make it seamless. Streamline your communications, keep your clients informed, and build strong relationships with prospects – all effortlessly.

Personalize to Customer Profiles

Our advanced tagging system underpins our content, covering asset classes, geographies, and FIGIs, as well as various investor interests and experience levels. You can leverage this system to curate a personalized content strategy for customers of different risk profiles, portfolio sizes, demographics, and more. Personalization is no longer a luxury – it's a necessity. With Finimize, it's simple.

Service you can trust

Backed by Abrdn and informed by a million subscribers to our content, Finimize delivers trustworthy, accurate, and timely content strategies to enhance client relationships and optimize operations.Embrace the future of wealth management with Finimize For Business. Engage your existing clients, grow your client base, and solidify your position in the industry. We're here to guide you every step of the way.

“Finimize were pioneers in educational content for investing. I wake up every morning to the daily brief. When I found out we could partner together it was a no brainer."

Alexandros Christodoulakis

Co-founder & CEO


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How Wealth Managers Work With Us

Engage Your Customers With Finimize

Leverage Finimize's expertise in investing-specific content creation to build effective learning experiences for your customers that accelerate engagement.
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