Get the scoop on Finimize, the brains behind the idea.

March 14, 2024
1 min read


  • Finimize is an information platform catering to modern investors
  • Founded by Max Rofagha, Finimize has grown to over one million subscribers

In the world of investing, complexity and exclusivity can often alienate individuals. However, Finimize aims to provide accessible financial insights tailored to modern investors. Max Rofagha, CEO and founder of Finimize, started the platform as a newsletter and has since grown it into a global community with over one million subscribers. The platform offers digestible financial information to empower individuals to navigate the complexities of the financial world.

Finimize recently launched Finimize for Business, a B2B platform that helps fintechs and financial services better engage with individual investors. With Gen Xers and Millennials expected to control half of the world’s wealth by 2030, there is a huge opportunity for forward-thinking players in the industry to attract this new wave of customers. The platform aims to bridge the gap between institutional investors and retail investors by delivering insightful and engaging financial content.

Despite challenges during the pandemic, Finimize scaled rapidly and was acquired by global investment firm abrdn in 2021. The platform is now focusing on building out the B2B side of the business and exploring innovations with AI to revolutionize the media landscape. Finimize’s goal is to inspire people to think for themselves and take action in investing and in life, while continuing to empower modern investors through educational content.

Overall, Finimize’s culture revolves around being entrepreneurial, collaborative, and community-focused. The company’s vision is to empower individuals to become smarter investors and increase the net worth of an entire generation. Looking ahead, Finimize plans to further develop its B2B offerings and explore AI advancements in content delivery.

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