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Finimize
Finance community
- 21-100 employees
- Fintech
- Education
- Personal finance
- Investing
- Social Impact
- Bishopsgate, London
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Company mission
To build a financial education platform to help our diverse user base become smarter investors in less than 15 minutes a day.
Otta's take
Theo Margolius
COO of Otta
Finimize helps those who want to invest their money but who don't know how, and who can't afford a financial advisor. Finimize set out to fill in the gaps for those that want to invest with confidence by building a community around democratising financial know-how. Their approach has put financial information at people's fingertips, allowing anyone to invest and grow their money.
The potential market for this kind of service is substantial. The finance industry has struggled to engage the current generation when it comes to investing, with the prospect being mostly hidden behind complex financial jargon which has previously scared off many would-be investors. Finimize's app condenses research by analysts into succinct reports on over 60 financial topics, which has already created a loyal following of 'Finimizers' around the world.
Benefits
- 16-18% employer pension contribution
- Market leading parental leave – up to 40 weeks paid
- Work directly with the founding team
- Awesome social events, and a budget to organise your own
- Income protection & life assurance
- 40 days holiday (including bank holidays)
- Private Health Care
- Meditation classes
- Financial wellbeing resources including a free one-to-one financial planning meeting. Plus access to our product and in-house financial experts
- Personal development budget
- Work from home opportunities. Most of us work 2-3 days / week from our London office, but we're flexible with alternative arrangements. For the right candidate for certain roles we support full-time remote, as long as you're based in a particular country and able to work on a similar timezone to London.
- Mental health support services
- Donate to charities of your choice through your salary, with a matched £100/month employer contribution
- Additional self-funded options including further healthcare packages, travel insurance, legal services
Company values
- Enlighten and delight our users - Users come to us to be enlightened because we explain finance to them. Users stay with us because we delight them
- KISS - Keep it simple, stupid. We should aim to make everything understandable at a glance
- Eat your own dog food - Think of yourself when you create, write, or design something. Does it make sense to you? Would you use it? Both answers should be yes
- Be resourceful - Our goal is to help people make the most of their money. Let’s do that for ourselves as well
- See something, say something, DO SOMETHING - As we’re not hiring complainers but problem-solvers, if we see something that’s not working properly, we take action and fix it
- Be cleverly fast - Focus on making intelligent decisions and moving forward quickly rather than deliberating over the perfect answer
- Stay focused and be intense - There’s a lot we COULD be doing, and we need to relentlessly focus on our goals. Always ask how what you’re doing is helping (or not helping) progress towards them
- Listen to data but follow your gut - We use data to help make and support decisions, but our gut instincts are what make us great (and differentiate us from the competition)
Founders
Maximilian Rofagha
(Founder)An LSE graduate, Maximillian also co-founded DeinDeal.ch, Switzerland's second-largest e-commerce platform after Amazon.
People progressing
Global Community Lead. Joined as a Community Manager - now running a Global Community of over a million users.
Diversity & Inclusion at Finimize
Michelle Sims (Global Community Lead)
- Our goal is to make finance and investing accessible to anyone. As an industry traditionally associated with men, this is a huge challenge, and to do this we will need diverse ideas and input from across our product, growth, community, sales and content teams
- As we are growing the team rapidly we have a huge opportunity to broaden the diversity of our team, and are committing efforts to do so. These include:
- We have already made significant strides to broaden the gender diversity of our global community of users. Back in 2018, 10% of our event attendees identified as female. Today this stands at 45%. This has been due to a number of initiatives:
- Offering a best in class benefits package (including 16-18% employer pension contributions and UK-leading parental leave of up to 40 weeks full pay)
- Female investing book clubs and investing workshops
- Taking measures to ensure more applications from underrepresented demographics, including screening for gender-biased language, displaying salary ranges and avoiding unnecessary requirements
- Female Financial Dialogue event series aimed at empowering more women to get involved with finance
- Continuing to invest in internships where possible to improve our entry-level offerings
- Female focus groups and research, such as https://www.finimize.com/female-financial-report.pdf
- Proactively looking for new perspectives during the hiring process to avoid defaulting to homogeneity
- A commitment to gender diverse panels at all events
- Using anonymous review processes where possible on the hiring platforms we use to avoid unconscious bias
Office
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