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Presence & RecognitionEvent: September 3, 2026

Finimize released a full conversation between analyst Carl and CMO Katie Perry on Retail Investors Decoded.

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Presence & Recognition

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Carl’s full conversation with Katie is out now on Retail Investors Decoded

Finimize team

Company

Finimize

#1 information platform for modern investors 💸 1m+ members 🧠 | 300+ b2b partners 🤝

Industry
Financial Services
Location
London, GB
Company size
34 employees

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bite‑size insights from world‑class analysts. Through Finimize for Business, we’ve partnered with 300+ financial brands offering bespoke content, promotions, event sponsorship (e.g. Modern Investor Summit), and white-label options to help businesses engage, acquire, and retain high‑intent retail investors. 1 million+ strong community, 300+ partners. 🏆 Winner of the Judges Special Award – B2C at the 2025 Innovation Awards from The Financial Services Forum

Founded 2016

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Finimize released a full conversation between analyst Carl and CMO Katie Perry on Retail Investors Decoded. | SeedOps