Finimize’s Post

Finimize has been named #1 in TechRound’s fintech50 today! 🙌 "With over one million subscribers to the newsletter and mobile app, Finimize is one of the largest retail investor communities in the world. 70,000+ attend its organised events each year and thousands of premium subscribers discuss investing in its private group chats." Read the full article on TechRound here: https://lnkd.in/eqb9F2GT

Are you ready to elevate your investment approach? Join us at our upcoming event in partnership with Frec to unlock the potential of Direct Indexing Beyond ETFs with Mo Al Adham, Founder & CEO at Frec. 🗓️ Wednesday, June 19th ⏰ 12 pm PDT, 3 pm EST RSVP and save your seat here! https://lnkd.in/dSXaKgP7

We're #hiring a new Research Assistant in London, England. Apply today or share this post with your network.

Maximilian Rofagha , the CEO and founder of Finimize, explains the great wealth transfer and how his financial analysis app helps educate investors. We discuss what life at Finimize has been like since being acquired by abrdn, the growth of Finimize’s B2B business, where their subscribers come from and how curated content can help reduce asymmetry between retail and institutional investors. Read more here: https://lnkd.in/ekUzRhbU

We're #hiring a new Research Assistant in Edinburgh, Scotland. Apply today or share this post with your network.

We're #hiring a new Marketing Designer in Edinburgh, Scotland. Apply today or share this post with your network.

We're #hiring a new Marketing Designer in London, England. Apply today or share this post with your network.

Carl Hazeley, lead analyst at Finimize, discusses the outlook for U.S. banks’ earning season. 🙌 "A lot of optimism baked into upcoming earning season" Watch the full video here: https://lnkd.in/eeHNW4WV

For the past decade, we've been committed to empowering more people to invest. Through scaling Finimize for Business, we've discovered the profound impact of reshaping businesses' approaches to attracting, engaging, and retaining individual investors. Consider this: $84 trillion will change hands over the next 20 years, with 50% of that wealth under millennials' control. Additionally, 61% of global wealth will soon be in the hands of retail investors, yet two-thirds of people change their investment providers upon inheriting money. Those unprepared for this shift risk extinction, while those who adapt stand to dominate. To support business leaders in this evolution, we're launching The Generation Podcast with Finimize Max Rothery VP of Community! This series will feature interviews with industry trailblazers, sharing actionable insights on: 👀 Effective marketing strategies for customer acquisition and revenue growth ❤️ Creating products that genuinely add value  🧐 Leadership techniques for building future-ready teams Our inaugural episode features Chris Worle, the UK's foremost investment platform marketer. Chris spearheaded Hargreaves Lansdown's marketing and digital teams, transforming it into the UK's leading investing platform with 1.8 million clients and over £700 million in annual revenue. He then joined Barclays, where he's revolutionizing the Smart Investor platform by eliminating dealing fees and minimum monthly charges. In this episode, we discuss: 💸 Leveraging content for revenue generation  🙌 Understanding retail investors' behaviour  🚀 Importance of down-funnel attribution 🤝 Gaining support for digital transformation Stay tuned for more insights from my chat with Chris over the next few weeks. Check out the full episode here: https://lnkd.in/e94JeAA8

We're #hiring a new Performance Marketing Lead in London, England. Apply today or share this post with your network.