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Subscribe to our daily brief today and receive your ticket to the world’s biggest retail investor event. Free exclusively for Finimize members.

What do I get when I subscribe?

• 2 trending finance insights a day, curated and delivered by our in-house expert team.


• Entry to our flagship event, the Modern Investor Summit. Previous speakers include Ray Dalio, Jamie Dimon, Liz Ann Sonders, Mark Cuban, and Mellody Hobson.

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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 at Ark Invest

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Chris Hughes

Chair at the Economic Security Project; Co-founder of Facebook/Meta

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Jonathan Gray

President & Chief Operating Officer at Blackstone

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Wei Li

Global Chief Investment Strategist at BlackRock

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Jan van Eck

CEO at VanEck

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Solita Marcelli

Global Head of Investment Management, UBS Global Wealth Management

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David Kelly

Chief Global Strategist at J.P. Morgan Asset Management

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Duncan Moir

President at 21Shares

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Sébastien Page

Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price

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Zac Townsend

CEO at Meanwhile

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Beth Kindig

Lead Tech Analyst at I/O Fund

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Sheila Warren

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

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Scott Hardy

CEO at Trimaxian

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Michael Arone

Chief Investment Strategist, Managing Director at State Street Investment Management

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Michael Howell

Founder & CEO at CrossBorder Capital

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Ray Dillet

Head of Financial Institutions - Europe, Bitwise

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Steven Tredget

Partner at Oakley Capital

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Stephen Clapham

Founder at Behind the Balance Sheet

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Jean-Marie Mognetti

Co-Founder & Chief Executive Officer at CoinShares

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Jordan Sinclair

President at Robinhood UK

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Katie Hafford

Head of Events at Finimize

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Dave Elkins

Investor and Advisor, Trimaxian

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Carl Hazeley

CEO at Finimize

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Reda Farran

Head of Content at Finimize

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Stéphane Renevier

Global Markets Analyst at Finimize

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Russell Burns

Analyst at Finimize

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Theodora Lee Joseph

Analyst at Finimize

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Unannounced

Additional speakers to be revealed

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