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?
Reach Retail Investors Globally
MIS sponsorship is THE opportunity to reach and deeply connect with the world’s most engaged retail investor community at scale.1m global retail investors consume MIS related messaging via Finimize channels, generating 200m+ impressions. 20k+ hyper engaged investors attend the event online and in-person to learn from the best in the game including the likes of Jamie Dimon, Ray Dalio, Tim Draper or yourself. Sponsoring partners become an organic part of the experience, steer the narrative, amplify their thought leadership and introduce their core capabilities and services.
Reach Key Decision Makers
The MIS 2025 also facilitates industry growth. Dedicated in-person industry sessions in London enable business-to-business centric organisations to connect, and foster relationships with relevant industry leaders and buyer personas.Our industry sessions are bespoke and highly curated to the needs of the sponsoring party. Attendance is limited to the scope defined by the partner.
Reach retail investors
Lead Packages
We enable two highly curated partners to lead the overall narrative of our online and in-person London summit experiences.
Previous Sponsors
Online Summit Leader
Being our Online Summit Leader provides a unique opportunity to convert thousands of engaged retail investors into your customers and brand advocates. As the primary thought leader at our annual flagship event, you'll have an unrivaled opportunity to shape the event's educational narrative. Over three months, your brand message, educational insights, and services will be highlighted through multiple email touchpoints and speaking sessions at the event. After the summit, we amplify its impact through continued exposure of sponsored long-form content on the Finimize website, and strategic distribution of summit session recordings via YouTube. This exclusive package, which can only be sponsored by a single partner, is designed to generate maximum impact and build brand trust on a large scale.
Price on request
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
Previous Sponsors
London Summit Leader
Our London Summit Leader package is perfect for sponsors who have a significant presence in the United Kingdom or those aiming to expand rapidly in this market. The London summit is exclusive to one sponsor, offering a unique opportunity to establish a strong connection with our most active London-based investors. During a 3-5 hour period, the London Leader shares advanced insights and educates our members through speaking sessions and workshops. To ensure maximum impact, we bolster the sponsorship with extensive email exposure before and after the summit, as well as continuous exposure through content on the Finimize website.
Price on request
Brand Packages
Leverage event speaking and strategic brand amplification to manifest your business as leader in the retail investing space.
Previous Sponsors
Global Speaking Partner
Give your brand a face by having your key representatives speak at the world's largest retail investor conference. Sponsoring partners blend seamlessly into the summit's narrative and demonstrate their expertise by addressing thousands of global attendees virtually. On average, our online event sessions attract 1.7-3k attendees, with 40% typically making financial decisions within two months of attendance. Through our live Q&A sessions, you can further display your expertise and learn what truly influences investors on your topic. The 2025 MIS allows multiple partners to speak in three main formats: Custom Sessions, Single Sessions, and Panel Sessions.
Price on requestSummit Speaking
Drive your thought leadership, unravel proprietary insights, and deeply connect with the world’s most engaged retail investor audience - online & in-person.
Previous Sponsors
Global Brand Partner
Showcase your brand alongside our industry-leading speakers, including renowned figures such as Jamie Dimon, Cathie Wood, Mark Cuban, Tim Draper, and Ray Dalio. This sponsorship package is an excellent opportunity for partners looking to enhance and expedite their brand's credibility.
In addition to displaying your brand on the screen-backdrop during all online speaking sessions of the MIS, your message will also be featured across various Finimize email formats, our website, and our award-winning mobile app. Your brand will be amplified before, during, and after the summit. All online session recordings are actively distributed and hosted on YouTube, providing an additional brand boost and a continuous growth engine for your business.
Eligible partners have the option to choose either the exclusive Primary Global Brand Partner package or one of the five Secondary sponsorship packages.
Previous Sponsors
New Year New Me Partner
Every year, top finance minds share their predictions and ideas for the upcoming year at the Finimize MIS. The NYNM Partner provides snackable summaries of the summit's key insights and learnings, playing a vital role in guiding our retail investor community as we enter the new year. Our expert content team aids in this task, allowing partners to enrich the narrative with their own expertise and viewpoints after the summit. All content is made accessible evergreen via a custom hub on the Finimize website and our award-winning mobile app. Additionally, the content is promoted through various email formats and distributed via dedicated email during the month following the summit. This non-speaking package is perfect for brand partners aiming for both short and long-term sustainable growth.
Price on request
Previous Sponsors
Summit Recap Partner
Our Summit Recap Partner package is perfect for partners who want to speak at the summit but can’t make the dates - December 2&3. One month after the summit, the Recap Partner guides our highly engaged retail investor community's investment journey with a 45-minute online recap session. A partner-led expert panel dives deep into some of the MIS key insights and connects the overall learning experience with tangible execution ideas.
Starting right after the summit, Summit Recap Partners are promoted through multiple email formats. In addition, the recording of the expert panel is shared via a dedicated email and permanently hosted on Finimize's YouTube channel.
Insights Packages
We pride ourselves on producing some of the world's most engaging content for retail investor. We combine analyst expertise with proprietary consumption and demand data - that’s our secret sauce. Our Insights Packages enable sponsors to leverage our data expertise, accessing cutting-edge insights to support their product development and marketing efforts.
Previous Sponsors
Global Research Partner
Our one-million-strong Finimize community is one of the biggest and most engaged groups of retail investors in the world. And every quarter, our Modern Investor Pulse surveys the community to give timely, relevant insights into how retail investors are behaving and trading. The results have been covered by major media outlets including CNBC, Business Insider, and Fortune. Sponsor this research, and you’ll unlock proprietary insights and showcase branding on the report itself, distributed through multiple channels including website and social media. Or partner with us to create a bespoke survey, and we’ll curate a brief, run research, and package up a tidy survey for you.
Price on request
Previous Sponsors
Marketing Insights Partner
The Marketing Insights Partner package allows leading marketers to tailor their promotional messages to meet the actual needs of retail investors. By accessing hundreds of questions and their associated rankings submitted during the 2025 MIS online and in-person events, Marketing Insights Partners gain a competitive advantage. As a result, they successfully position their services as solutions to the problems retail investors are looking to solve.
Price on requestReach key decision makers
London Industry Packages
Debuted at the 2024 MIS - we're offering business-to-business centric organizations the opportunity to connect, and build relationships with relevant industry leaders and buyer personas.
Previous Sponsors
London Industry Connector
The Finimize community primarily consists of retail investors, however, over 50% of our members are key decision-makers, including founders and C-level executives in financial services and fintech. The London Industry Connector package allows B2B-focused organizations to host engaging industry events that attract the right audience, share innovative insights, and match their expertise with industry needs. To ensure the right participants attend, we use a direct outreach approach. Our community team contacts relevant key decision-makers and their teams, both within and outside the Finimize community, targeting pre-specified organizations and profiles. Depending on the package, London Industry Connector partners attract between 10-30 relevant buyers and decision makers to their industry event.
Price on request
Modern Investor Summit 2025
The world's largest conference dedicated to connecting the global retail investor community with the smartest minds in investing.