Finimize Automate

Investing insights, news and education for your platform

Build investor confidence by licensing Finimize's industry-leading content.

Designed for engagement

To the point

Whether it’s investing news, research, or conceptual education – our content is highly curated and crafted with accessibility in mind for the retail investor.

Just ask our users: over 50% interact with us on a daily basis and need less than 5 minutes a day to get value.

Text and audio

Access Finimize Financial News, Analyst Insights, and How-to Guides in both text and audio formats.

Audio content generates up to 2.6 times higher engagement than text.

Video coming soon

Fine-tuned

A comprehensive tagging framework allows you to build ultra-relevant content experiences for your customers.

Find content on asset classes, geo, sectors, sub-sectors and FIGI codes.

Investing in content pays off

Customers who are more financially educated are 2x less likely to switch services1 and 56% of them will become relationship customers2.

1. Everfi Research / 2. Ernst & Young, 2019

Explore

Broad content coverage

We’ll help you with the right content format for your audience.

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Tech

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Sustainability

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Investing

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Stocks

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Asia

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Apple

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Netflix

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Crypto

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Bonds

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Strategies

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India

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Inflation

Financial News

  • What really matters and why – globally
  • Stock and macro specific
  • Daily and weekly – in 3 minutes

Analyst Insights

  • Ideas and concepts with clear action points
  • Macro, portfolio, and idea specific
  • Daily – in 5 minutes

How-to Guides

  • 100+ Guides on core financial concepts and how they work
  • Sector, strategy, and stock specific
  • Evergreen – in 6 minutes
Fully customizable

Seamless
Integration

Finimize content is served over a simple REST API to integrate seamlessly into your web and mobile solutions.
Content is paginated and structured in both HTML and Markdown, giving you full control over how it renders in your platform.
Read the API docs
Case Studies

How brands work with us

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Ready to learn more

See for yourself – request a free trial of our API content for your organization.