Finimize and Charles Schwab have formed a new partnership aimed at expanding access to high-quality investment education for international retail investors.
The collaboration brings together Finimize’s expertise in communicating with modern investors and Charles Schwab’s longstanding position as one of the most recognisable names in investment guidance.
As part of this initiative, Finimize will roll out a multi-channel campaign that includes tailored guides and educational webinars for its global user base.
These materials will be available through dedicated Charles Schwab pages on the Finimize website, while webinar recordings will be shared via Finimize’s YouTube channel. The content is designed to help retail investors better understand how to navigate US markets and build long-term confidence in their investment decisions.
The project builds on earlier collaborations between the two firms, which have included webinars and a strong presence at the Modern Investor Summit 2024.
Finimize said its latest Q3 Modern Investor Pulse survey highlights a clear appetite for better guidance. According to the findings, 44% of retail investors have already cut everyday spending to free up more capital for investing. This behavioural shift reinforces the need for accessible education delivered in formats that suit today’s digitally savvy investors.
Finimize CEO Carl Hazeley said, “When investors are cutting everyday spending to fund their investment goals, they want to ensure every decision is well-informed.
“This collaboration addresses that need by combining our deep understanding of what modern investors want with Charles Schwab’s decades of investment expertise to deliver educational content that truly empowers international investors.”
Charles Schwab managing director Elaine Ball said: “At Charles Schwab, we believe that empowering individuals with knowledge is the foundation of successful investing, and we are committed to providing accessible, high-quality educational resources that help investors worldwide confidently navigate the complexities of global markets.
“By joining forces with Finimize, we are broadening our reach to bring these resources to an even wider community of engaged retail investors, enabling more individuals to benefit from our innovative channels and tailored support throughout their investment journeys.”
For both organisations, this partnership reflects a shared ambition to democratise financial information and equip retail investors with the tools they need to make informed choices.
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