Welcome to Finimize. You’re here because you care about staying smart with your money, and we’re here to help.

Every weekday, we send over a million readers the key stories in finance and investing, in plain English and under five minutes. Now, with the Modern Investor Summit, we’re taking that clarity and energy even further. It’s your gateway to the biggest trends, ideas, and voices shaping the markets today.

What Is Finimize?

Finimize is a financial intelligence platform that provides research, news, and tools to help you become a better investor. We've built one of the world's largest engaged retail investor communities, where investors share insights and learn from each other. We run regular in-person events for our community to connect and engage, with our flagship event being the Modern Investor Summit.

OK, so i've signed up. WHAT can i expect?

Actionable Insights

We don't just tell you what's happening in markets; we give you practical ideas you can actually use in your portfolio today.

Accessible Language

We break down complex financial concepts into plain English, because smart investing shouldn't require a finance degree.

World-Leading Analysts

Our team includes CFA-certified analysts who've worked at Goldman Sachs, JP Morgan, and BlackRock, bringing institutional-grade insights directly to your inbox.

Our Community

Finimize has grown a community of 1.1 million retail investors.

We call them a community because they engage with each other throughout their learning journey.

Our latest research has shown that 46% of retail investors take action after connecting and discussing investing ideas with other investors.
What's in store for 2025

The World’s Largest Retail Investor Gathering

The Modern Investor Summit 2025 brings together over 25,000 retail investors from around the globe, making it the premier gathering of its kind. Whether you're new to investing or building a seasoned portfolio, this is your chance to engage with a vast, like-minded community and stay ahead of the curve.

Over 30 Global Finance & Industry Leaders

Hear directly from a powerhouse lineup of 30+ renowned speakers, including economists, fund managers, fintech innovators, and macro strategists. These are the voices shaping the future of finance, sharing timely insights, bold predictions, and actionable investment strategies.

Bigger, Better, Bolder

Now in its fourth year, the Modern Investor Summit is stepping up every part of the experience - bigger themes, better speakers, and bolder insights. The 2025 agenda is structured around four upgraded tracks: The Outlook, Artificial Intelligence, Alternatives, and Masterclasses, each built to deliver deeper expertise, sharper perspectives, and more actionable value than ever before.

Virtual Access & Live in London

The Modern Investor Summit 2025 is designed as a digital-first experience, giving investors around the world full access to every session, speaker, and insight right from their screens. For those looking to go even deeper, an intimate set of in-person sessions in London will take place after the main two-day online summit, offering exclusive face time with speakers and fellow investors.

This Year's Speakers

Cathie Wood

CEO/CIO, Ark Investment

LinkedIn

Wei Li

Global Chief Investment Strategist at BlackRock

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Michael Arone

Chief Investment Strategist, Managing Director at State Street Investment Management

LinkedIn

Beth Kindig

Lead Tech Analyst at I/O Fund

LinkedIn

Solita Marcelli

Chief Investment Officer, Americas, UBS

LinkedIn

David Kelly

Chief Global Strategist at J.P. Morgan Asset Management

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Sheila Warren

EO of Project Liberty, ex-CEO at Crypto Council for Innovation

LinkedIn

Scott Hardy

CEO of Trimaxian

LinkedIn