Sponsorship
Partner With Us

What to expect from the 2025 Summit
Grow your business at the world's largest conference dedicated to connecting the global retail investor community with the smartest minds in investing.
Days
Sessions
Attendees
Speakers
Why get involved?
🚀 Sponsor the Modern Investor Summit and connect with the world's most engaged retail investor community at scale.
Package Overview
Bronze Speaking Partner

🚀 Join the Conversation. Gain Trusted Exposure.
→ As a Bronze Sponsor, position your brand alongside industry leaders in a Finimize-led panel discussion, while building awareness through multi-channel exposure.
🔹 Brand & Session Promotion
→ Featured across Finimize email channels and website placement
🎤 Speaking Sessions
→ Take part in a Finimize-led panel discussion, engaging a high-value investor audience
📩 Product & Service Promotion
→ Drive targeted traffic through Finimize newsletters & native web placements
🎬 Asset Creation & Insights
→ Session recording and high-quality social content produced post-summit
→ Recording distribution across Finimize channels
Silver Speaking Partner

🚀 Showcase Your Expertise. Engage High-Intent Investors.
→ As a Silver Sponsor, position your brand in a high-impact fireside chat while driving awareness and engagement through multi-channel promotion.
🔹 Brand & Session Promotion
→ Featured across Finimize email channels and website placement
🎤 Speaking Sessions
→ Engage high-intent investors in a fireside chat session, with the topic aligned with Finimize
📩 Product & Service Promotion
→ Drive targeted traffic through Finimize newsletters & native web placements
🎬 Asset Creation & Insights
→ Session recording and high-quality social content produced post-summit
→ Recording distribution across Finimize channels
→ Access to key audience insights & engagement data
Gold Speaking Partner

🚀 Lead the Conversation. Elevate Your Brand.
→ Position your brand as a thought leader with a custom session, strategic promotions, and high-value insights to drive engagement and action
🔹 Brand & Session Promotion (Awareness)
→ Featured across Finimize email channels and website placement, with dedicated speaker/session promotion
→ >7 million brand impressions across Finimize channels
🎤 Custom Speaking Session (Consideration)
→ Engage 1,000+ high-intent investors in a custom session tailored to your brand’s expertise
📩 Product & Service Promotion (Acquisition)
→ Drive targeted traffic with Finimize newsletters, web, and email placements
🎬 Asset Creation & Insights
→ Session recording and high-quality social content produced post-summit
→ Recording distribution across Finimize channels
→ Access to custom insights from audience engagement and Q&A
Research Partner

🔎 Brand Promotion (awareness building)
→ Exclusive branding on Finimize Modern Investor Pulse report
→ Dedicated co-sponsor mention in press release and distribution
→ Included in branding and insight promotion across Finimize newsletter (4x placements in Jan 26)
🎨 Asset Creation & Insights
→ Input to key themes/questions for the Pulse (~2,000 respondents)
→ Co-branded Modern Investor Pulse Report
→ Exclusive data + insights from the research report - e.g. access to raw data
Brand Partner

🔎 Brand/Session Promotion (awareness building)
→ Partner logo on backdrop of all 12 sessions
→ Included on recording hosting and distribution of all 12 sessions
🎨 Product/Service Promotion (engagement & acquisition)
→ 3x Daily Newsletter placements (product/service promotion via banner/text placement)
Unlock all the benefits of the Bronze, Silver, and Gold packages, along with exclusive features to amplify your brand’s presence with the Online Leader package.
Online Leader

🚀 Own the Summit. Own the Conversation.
🔹 Inclusion as Lead in All Summit Announcements
🔹 'Presented By' Branding on All Summit Comms
🔹 Brand uplift survey pre/post-Summit
🔹 Custom Competition Promotion
🔹 Dedicated Follow-Up Email to All Attendees
🔹 Custom Leader Landing Page
🔹 Access to All Summit Opt-Ins
🔹 Co-Branded Summit Wrap-Up Content Piece
🔹 Lead Research Partner (Modern Investor Pulse)


Finimize is the most engaged community we know of. Working with them gives us unparalleled insights into our target audience. We’ve seen a real impact on our brand post summit. We love working with the Finimize team.
Aurelie Morel — Former Head of Amplification, Ledger
2022 Online Summit Leader