Thank you for joining us at

Ray Dalio

Keynote Speaker

Jamie Dimon

Keynote Speaker
Key sponsors

2023 round up

summit
summary

The Modern Investor Summit is the world leading event for global retail investors.

2023 was our biggest year yet, over two days, connecting 20,000+ investors online and in-person, with over 25 industry leaders including Ray Dalio and Jamie Dimon, for exclusive panels, fire-side chats and workshops, gaining insights for smarter investment decisions.

From cutting-edge information, products to solutions, the Modern Investor Summit is where the savvy investor community meets innovation. This year's success is just the warm up – get ready for an even bigger summit in 2024 online and in-person. Don't miss out.

2

days

16

sessions

20,000+

attendees

25+

Speakers

Modern investor summit 2024

Interested in partnering with us for the 2024 summit?

Recordings

WATCH THE SESSIONS

How To Win In 2024 with Ray Dalio

42 minutes

2024 Outlook: Navigating The Year Ahead

47 minutes

Making Investing Accessible To Beginners

30 minutes

Watch all sessions

Testimonials

WORDS FROM OUR SPEAKERS

Cathie Wood

Founder and CEO at Ark Invest
Thanks for the chance to speak to your audience once again. I love the Finimize community. Platforms like Finimize provide a valuable platform for meaningful discussions on pressing financial topics for the retail investor community.

Ray Dalio

American Investor
As retail investors become increasingly influential in financial markets, the need for accurate and accessible information has never been more important. Finimize not only educates but empowers the everyday investors with the tools they need to navigate the world of investing. It’s a privilege to contribute to such a transformative platform and to take part in such an important summit.

Tim Draper

Venture Capital Investor
Finimize puts on a terrific event. They engage the audience in the chat from the start and guide the discussion smoothly. Mark Cuban and I had a blast talking with the large and well versed group.

SALLIE KRAWCHECK

Ellevest CEO
Max, I am such a fan of what you and the team have built at Finimize. So l was really thrilled when you reached out and happy to be part of this.

Sponsors

Thank you to our
2023 sponsors