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.

The financial content platform for wealth managers.

The next generation of investors are already inheriting into your client base. We’ve spent years perfecting how to stay relevant with them.

$73 trillion

Expected wealth transfer by 2050

$20 Billion

Annual wealth manager revenue at risk

2x

Higher customer retention among educated investors

Leverage our expertise to engage next-gen clients at cost and scale.

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.

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.

Case Studies

Latest resources for Wealth Managers

“It’s harder than you think to write content that’s both accessible and accurate. With Finimize, I know I can trust the quality and not have to worry about reviewing everything before it is published: I can focus on building an amazing product.”

Alexandros Christodoulakis

Co-founder & CEO

Wealthyhood

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“Finimize is the most engaged community we know of. Working with them gives us unparalleled insights into our target audience. We’ve seen a real impact on our brand post-summit. We love working with the Finimize team."

Aurelie Morel

Head of Brand Amplification

Ledger

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How can you use Finimize’s content platform?

Education Hubs

Use our content to form a hub of education, news, and insights, ideal for engaging customers keen to level up.

Build Trust

Delight your customers with reliable, expert-led content that they’ll actually enjoy reading.

Fintech Apps

Pull a daily news feed or full educational library into your product via our API.

Acquisition

Highlight your brand to active modern investors using promotional campaigns across our platforms.

Multichannel Campaigns

Directly connect with retail investors across multiple channels by co-producing live events and informational guides.

Custom Newsletters

Roll out your own newsletters and get eyeballs on your updates on a scheduled basis.

FAQ

Ready to learn more about how we help wealth managers?

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.