FINIMIZE

Shifting the investor narrative through community data

As one of the largest retail investor communities in the world, Finimize is on a mission to increase the net worth of an entire generation by enabling everyday investors to become their own financial advisors. 

Finimize engaged Catch to help drive brand awareness, position the brand as champions of independent investors and change the narrative around how these investors are portrayed in the financial market. 

Drawing on Finimize’s strong community, Catch devised and developed a quarterly survey that reveals the behaviours & sentiments of these retail investors across the world. Titled the Modern Investor Pulse, the survey has become a go-to reference for journalists and industry professionals looking to analyse the behaviours and sentiments of the global retail investor community. It has also been covered by Fortune, CNBC, Business Insider, Yahoo Finance, Reuters and various financial trade publications. 

We have not only created a great asset to drive PR and awareness but as a commercial proposition for Finimize as it works with financial services partners who want to understand the modern investor.

Alongside the survey, Catch supported the growth of the Finimize platform by reaching business leaders and decision makers in the finance industry, positioning founder Max Rofagha and Finimize’s analysts as leading voices in the retail investment space. 

Interviews, opinion pieces and commentary by Finimize have been featured widely in print, online and TV in publications such as CNBC Squawk Box, Bloomberg, Financial Times, Sky News, Forbes Advisor, The Sunday Times, City AM  and the Observer. 

Through this, Catch has positioned Finimize as experts in not just understanding the retail investor community, but empowering them to take control of their financial futures by making previously guarded financial information accessible to all.