engagement for
financial services

Understand, attract, and communicate with modern retail investors better than ever before.

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Over 300 enterprise customers partner with us to grow their businesses:

A million Retail investors turn to us daily:
We know what works.

Strengthen your relationship with retail investors, whichever way suits you best.

Engage your audience with our best-in-class financial content solutions, expand your reach with our promotional solutions, or design a bespoke package that meets your specific needs.

Our services include multi-channel promotional campaigns, large-scale summits, content APIs, and custom content solutions.

We know how retail investors think

Content Solutions

Jargon-free, unbiased, and actionable financial content that attracts market-leading engagement.

Meet the educational needs of a wide range of retail investors, from beginners to experts, with our content licenses and bespoke content solutions. You can seamlessly integrate the Finimize Content API while retaining maximum flexibility. That means you can give your customers the type of information that actually matters to them, in text and audio formats, thanks to our extensive tagging framework.
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Promotional Solutions

Multi-channel campaigns that leverage our daily reach into a community of over one million retail and accredited investors.

Connect and grow with one of the biggest and most engaged retail investor communities in the world – an enormous opportunity for financial service firms. Discover a robust range of multi-channel campaigns, tailored around the way modern retail investors learn and access information.
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An opportunity to directly connect with the most engaged members of our million-strong retail investor community.

The Finimize Modern Investor Summit is the world's biggest event of its kind: more than 15,000 investors joined the two-day summit to engage with industry experts like Tim Draper, Cathie Wood, and Mark Cuban. Choose from a highly impactful range of sponsorship packages to get involved, all designed to help financial services hit their marketing and business goals.
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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


Ready to Level Up Your Engagement?

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