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.
2
Days
14
Sessions
20k+
Attendees
25+
Speakers
Why get involved?
🚀 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
→ 200m+ impressions
→ 20k+ hyper engaged investors attend the event online and in-person
→ Best in the game speakers including the likes of Jamie Dimon, Ray Dalio, Tim Draper
→ Reach key decision makers at our in person event, which facilitates business-to-business connections
To see how your business can become part of the Modern Investor Summit 2025, see our Package Overview below.
Package Overview
Online Leader
1 Avaliable
🚀 Own the Summit. Own the Conversation.
→ As the exclusive Summit Leader, position your brand at the heart of the event with high-impact visibility, thought leadership, and deep audience engagement
🔹 Brand & Session Promotion
→ “Presented by” Co-Host – Exclusive branding across all summit emails, web, and social
→ Exclusive Competition Sponsor in the build-up to the summit
→ Backdrop branding on all sessions, with dedicated Summit Leader landing page
→ >25 million brand impressions across Finimize channels
🎤 Speaking Sessions
→ Engage 2,000+ live attendees in custom and panel speaking sessions
📩 Product & Service Promotion
→ Drive >5,000 high-intent clicks through Finimize newsletters, web, and email placements
🎬 Asset Creation & Insights
→ High-quality session recordings & social content produced post-summit
→ Custom insights report based on audience Q&A & engagement
→ Brand uplift survey measuring pre- and post-summit impact
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
Bronze package
Silver package
Gold package
10/12 Avaliable
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
2/2 Avaliable
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
2/2 Avaliable
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
1 Avaliable
🔎 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
2 Avaliable
🔎 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)
