FAQ
Membership & Subscriptions
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.
Premium Membership
What is Finimize Premium?
Finimize is an app for modern investors who want to make empowered financial decisions. Finimize helps you achieve this with:
- 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.
- A network of new ideas – Collaborate with thousands of smart investors in private groups and live 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….
👉 Keep up with the biggest news with the Daily Brief, available in text and audio
👉 Spot under-the-radar opportunities with an extensive library of insights, deep-dives and more
👉 Hear from industry leaders and investing experts with VIP invitations to our community events and exclusive in-person London meetups
👉Join thousands of Finimizers in premium group chats to bounce investing ideas off and chat directly with our analysts.
What is the Daily Brief?
Our Daily Brief gives you the top investment news in 3 minutes in written or audio format so you can keep up to date quickly and accurately. 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.
You can also sign up for our free community events where you can learn from, and chat directly with, in-demand leading industry experts in a variety of different industries.
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 & Cancellations
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.
- Open the Finimize app and tap the profile icon in the top-right corner of the “Today” screen
- Scroll down and select “Manage subscription”
- 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): http://support.apple.com/kb/ht4098
Google Play Subscriptions (Android): https://support.google.com/googleplay/answer/7018481
Web Subscriptions (directly through the Finimize website):
https://subscriptions.finimize.com/profile
How can I check when my subscription is about to expire and/or what my current payment plan is?
- Open the Finimize app and tap the profile icon in the top-right corner of the “Today” screen.
- Scroll down and select “Manage subscription”
- 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.
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 😏
Technical Issues
I’ve paid for a Premium subscription – why can’t I see my Premium features?
There could be a couple of reasons for that.
The first thing to check is that you’re using the right email address. That’s the one that you used to sign up in the first place. If you signed up through the Apple tab instead of manually entering an email address all you need to do is press “Log in with Apple” and you’ll be good to go 😎
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.
If this still doesn’t work and you bought your membership through the Apple Store or Google Play store, you can always restore your purchase. Simply 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.
Still having trouble? Not to worry: just let us know at help@finimize.com and we’ll get you up and running in no time 😏
Refunds
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. 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.
Our community trust us to provide them with expert, unbiased and jargon-free investing information to support them on their investing journey. As a Finimizer you’ll have direct access to our community leaders and experts…
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
Group Chats: connect with community members, talk about your investments, get new ideas and integrate with the community, all in one safe place.
- 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 at events.finimize.com
Do I need to create an account on our events platform to watch live events?
Yes, we use an events platform called Bevy to manage our Finimize events. Please take 10 seconds to create an account and you’ll be all set to RSVP to future events.
Please note, this is not the same as your Finimize email and password.
Where are past event recordings?
Our best-performing events will be available for Premium members a few weeks after the event via the Community tab in the Finimize App. 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 spent six years at investment bank Goldman Sachs as an equity research analyst covering small and midcap stocks, and later led the firm’s coverage of Pan-European e-commerce and internet companies.
- I’m now the VP 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 underappreciated, often niche companies and investing in them long-term.
Jon:
- After doing my rounds at a few investment banks after University, I joined M&G investments in 2014 as a valuations analyst. Then from 2016 I began a more entrepreneurial career: I wrote three investment books, started my own investment education blog, and helped set up and manage a long/short crypto hedge fund in London.
- I used to consider myself an all-rounder, with a focus on mutual funds, ETFs, stocks, gold, and bonds until I got into crypto in 2017. From that point on, my expertise has skewed more toward crypto: both long-term fundamental investing and short-term technical trading.
- I like to do the basics right, by investing in a bunch of different asset classes (stocks, crypto, gold, bonds) and dollar-cost averaging into them. Rebalancing is also a great way to lock in profits over time and reduce risks. For stocks and bonds, I prefer actively managed mutual funds that invest globally, where the fund manager has a solid track record and a sound investment process.
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?
We’re honoured! Check out our partners website here
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 blue present icon in the top right corner of the For You page.
Where do I find my referral code?
Click the blue present 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 💸
