FAQ

Who is Finimize for?

Modern retail investors who are looking to get the tools and resources to enter the markets, invest smartly, become their own financial advisors, and ultimately level the playing field with professional investors.

 

What is Finimize Premium?

Our mission at Finimize is to empower modern investors to invest smarter. Our insights and analyses are written by qualified analysts and our events features big-name speakers in the industry.

Via the Finimize app, and on the web at finimize.com, Finimize Premium gives you access to:

• The biggest stories – Never miss a beat with the day’s market-moving headlines in under five minutes.
• Under-the-radar opportunities – Pick up the latest trends and easy-to-use strategies from our in-house experts.
• Keep track of the markets – Dig deeper in your research with the markets tab.
• A network of new ideas – Collaborate with thousands of smart investors in live insider events.

It’s a place to gather expert analyst insights so when you choose to invest, you can do so with confidence. 

 

What can I get with my Premium membership?

Loads of things! You’ll be able to….

👉 Understand what the headlines mean for you in under 5 minutes, with the Daily Brief, available in text and audio (audio via app). 

👉 Spot under-the-radar opportunities our analyst’s deep-dives, plus bookmark and download key insights for later. 

👉 Invest smarter no matter where you are in your investing journey, with an extensive library of breakdowns, insights and more. 

👉 Hear from industry leaders and investing experts with VIP invitations to our community events and exclusive in-person London meetups.

 

What is the Daily Brief?

Our Daily Brief gives you the top investment news in 3 minutes in written and audio format to get you up to date quickly and accurately. We pride ourselves in being unbiased and jargon-free.  

 

How much do the subscriptions cost?

It depends where in the world you are 🌍 Check out your offer here.

We offer Annual and Monthly subscription plans.

Do I need to pay for a monthly/yearly subscription to try out some of the features?

Try out Finimize Premium for free for 7 days with our trial. If it’s not for you, no hard feelings: you can cancel your trial up to 24 hours before it expires. After this, it’ll automatically roll into a Premium subscription.

Trial only offered on full-price annual memberships.

 

Standard Membership

What content can I access if I don’t pay for a subscription?

Join over 1 million others who subscribe to our free Finimize Newsletter and receive the top financial news delivered straight to your inbox.

 

Student Subscriptions

If you’re a student, just drop us an email at help@finimize.com with a copy of a valid Student ID and we’ll send you a promo code to make life a bit easier 😎

 

Manage my Subscription

I’ve paid for a Premium subscription – why can’t I see my Premium features?

This usually means you’re logged in with the wrong email address.

If you signed up through Apple or Google Sign In instead of manually entering an email address just press “Continue with Apple” or “Sign in with Google”.

If you’re sure you’ve logged in with the email you originally signed up with but you can’t access Premium features, go to “Settings” in the Finimize app, and scroll down until you find the “Restore Purchase” tab. This should update things on our end, and refresh the app on yours.

If you are using the right email address, you’ll want to check to see you have the most up-to-date version of the Finimize app. If you go to your App store you’ll see if there is an update to be installed. Just press on “Update” and the latest version will begin installing.

Still having trouble? Not to worry: just send us an email at help@finimize.com with a screenshot of your profile page and we’ll get you up and running in no time 😏

 

How do I cancel my subscription?

You can cancel your Finimize subscription whenever you like, and you’ll continue to have access to all the perks of your Premium Membership until your subscription expires.

1. Open the Finimize app and tap the settings icon in the top-right corner of the “For You” screen
2. Scroll down and select “Manage subscription”
3. Just follow the instructions to cancel your subscription

Alternatively, if you paid for your subscription through the Apple Store, Google Play, or directly through the Finimize website, you can cancel using the links below.

🍎 App Store Subscriptions (Apple iOS)

🤖 Google Play Subscriptions (Android)

🕸️ Web Subscriptions (directly through the Finimize website)

 

How can I check when my subscription is about to expire and/or what my current payment plan is?

1. Open the Finimize app and tap the settings icon in the top-right corner of the “For You” screen.
2. Scroll down and select “Manage subscription”
3. Here you’ll be able to see everything you need to know about your subscription

If you’re an Apple user, head over to the subscription section in your phone settings to see your subscription details.

 

Can I switch the email associated with my subscription?

Yep, just drop us an email at help@finimize.com from the email your current subscription is attached to with the following phrase:

👉 “I’d like to move my Premium membership from this email address to [new email address]”

 And we’ll get it swapped over.

 

I’d like my account to be deleted – can you help?

Absolutely, just drop us an email at help@finimize.com and we’ll sort it for you.

 

What is your refund policy?

You’ll be eligible for a refund if no more than 2 weeks has passed since your last payment and you have not accessed any Premium content. If the membership was purchased using the Apple Store please follow these instructions to request a refund: https://support.apple.com/en-gb/HT204084 

We have no control over Apple payments refunds and can’t guarantee a refund will be processed.

If you think you’re eligible for a refund from us directly then just drop us an email at help@finimize.com. We’ll let you know if you’re eligible, and if you are, we’ll cancel your subscription and credit a refund to your account within 5-10 business days. That’ll mean you’ll lose access to your Premium content. 

 

What’s the refund policy for trials?

When you sign up to a trial with us, you’re agreeing that it needs to be cancelled up to 24 hours before it’s due to expire – otherwise, it’ll run into a yearly subscription.

If you bought your membership through the Apple Store, it’s in their hands: we don’t have any control over their processing of refunds or cancellations. If you want to know more about how to request refunds from Apple, check out the link below:

Apple: https://support.apple.com/en-gb/HT204084

 

Can I get a refund if I accidentally paid for a renewed subscription?

Sure, as long as you’ve not accessed any Premium content and not more than 2 weeks has passed since the renewal. In that case, we can refund you in full to your account. Just bear in mind that if the membership was purchased using the Apple Store, we have no control over their refunds and can’t guarantee a refund will be processed.

If you want to know more about how to request refunds from those guys, check out the links below:

Apple: https://support.apple.com/en-gb/HT204084 

 

Community and Events:

What is the Finimize Community?

Community is at the heart of everything we do at Finimize and the driving force behind every company decision, meaning we have a close connection with all of the individuals in our community. Our community trust us to provide them with expert, unbiased and jargon-free investing information to support them on their investing journey. As a community-led brand, we listen to what our members are interested in, support their investing journeys, and help them connect with and get to know other members in the community.

 

What does it mean to be a community member?

• Attend 

Events: meet industry experts, ask your questions live and discover new investment opportunities, all whilst chatting with your fellow community members. 

• Connect

Connect with community members, talk about your investments, get new ideas and integrate with the community.

• Have a direct impact on the product

Intimate connection with the founding team, always being able to give your opinion and feedback and see a direct change as a result of your needs.

 

Where do I find community events?

Check out our upcoming events on Eventbrite 

 

Where are past event recordings?

​​Our best-performing events will be available for Premium members a few weeks after the event on our YouTube channel. Only the top events of the month are chosen to be uploaded based on event feedback scores.

 

The App

How do I search for topics in the app?

In the app, click the explore tab and search all our content for the topics that interest you most. You can also browse our collections, and see your bookmarked and downloaded content.

 

Who writes these articles? 

Our content is written by our expert analysts – learn about them below 

Carl

‘I’m an equity research analyst by training and started my career at Goldman Sachs as an equity research analyst, covering small and mid-cap stocks, and later led the firm’s coverage of Pan-European e-commerce and internet companies. I’m now the VP of Content at Finimize, leading our awesome team of financial analysts. I’d consider myself advanced given my professional experience. I focus on long-term quality growth and valuation agnostic and have a very concentrated stock portfolio of high-quality growth stocks for the long-term, alongside passive investments in global stock market ETFs.’

Reda

‘I started off as an investment consultant before spending the bulk of my career at Fidelity in equity research. Now I’m an analyst at Finimize. My investment expertise lies in analyzing big thematic trends and identifying interesting ways to play those trends. My interests lie in quantitative, rule-based investment strategies and thematic investing. Some of the themes I’m interested in include green tech and AgriTech.’

Stéphane

‘I was a portfolio manager and researcher, developing and managing trading strategies across stocks, bonds, commodities and currencies. I’ve also launched a startup that helps students land their dream job in the finance industry. And now, I’m enjoying writing punchy articles for our awesome Finimize community! My investment expertise lies in understanding the macroeconomic environment and identifying trades that profit from it, using both quantitative tools and qualitative analysis. My investment style is active and opportunistic. I look at opportunities across all the different asset classes and put a strong emphasis on psychology and risk management when managing my portfolio.’

Theodora

‘I was an equity analyst at Goldman Sachs for close to a decade. My most recent stint was covering European chemicals but now I love writing research insights for the Finimize community. My investing expertise lies in picking apart different business models and assessing their competitive advantage. I have experience in oil & gas and commodities as well. I am a long-term value investor so I like to pick good companies, then sit and wait.’

Daniel

‘I started off my finance career in commodities trading and then moved into investment banking at HSBC where I spent a couple of years working on cross-border M&A. I’m now an analyst at Finimize. My investment expertise lies in digging into a company and understanding its valuation relative to its peers and market price to see if there’s an opportunity. My favourite investing strategy is finding under appreciated, often niche companies and investing in them long-term.’

 

Do you take guest posts?

Thank you for your interest – but we don’t take guest posts at this time. 

 

I think we’d make a great partnership, how can I contact you?

Finimize Business offers content solutions and market leading engagement for financial services. We help companies understand, attract, and communicate with modern retail investors better than ever before.

You can check out our content solutions and partnership options at https://business.finimize.com/ 

 

I’d like to unsubscribe from emails.

Scroll to the bottom of any newsletter you receive directly from Finimize and click ‘turn off these emails’, or ‘unsubscribe’ to remove yourself from our mailing list completely :(

 

Referrals: 

What is the Finimize referral campaign? 

You can check out the current promotion in the app by clicking the black flag icon in the top right corner of the For You page.

 

Where do I find my referral code?

Click the black flag icon in the top right corner of the For You page in the app. Here you’ll find your unique referral link and code, along with ways to share with your friends, family and colleagues. 

 

How do I get my referral bonus?

Once your referr-ee has subscribed to Finimize premium, we’ll send an email to the address you signed up with, with a link to claim your bonus. 

 

Referral policy  

Check out our referral terms and conditions here: 

https://www.finimize.com/wp/referral-terms/ 

 

 

If we haven’t answered your question here, get in touch with us through help@finimize.com and we’ll be happy to help 💸