Financial information platform Finimize announces a partnership with wealth platform Quartz to provide trusted, accessible investing content to its members in the UK.
Finimize’s expertise in engaging retail investors and tailored investing content will help to power Charlie, Quartz’s AI-powered personal banker, delivering relevant financial news and insights tailored to members’ portfolios, interests and goals.
This will allow members to better understand how market developments relate to their own financial lives, rather than having to follow general market news across multiple providers, offering a more holistic, personalised experience.
Charlie will use Finimize content to answer members’ questions with up-to-date context, flag relevant news about their holdings, and curate reading lists based on portfolios and goals.
The partnership will also include an educational guide promoted to Finimize’s UK subscribers and saw Quartz participate at Finimize’s annual Modern Investor Summit in 2026.
André Silva, Co-founder & CEO, Quartz said: “Finimize’s audience are exactly the kind of curious, engaged retail investors Quartz is built for, and its content is some of the sharpest and most trusted in the market.
“Licensing it means Charlie, our AI-powered personal banker, can give every Quartz member relevant, personalised investing news, analysis and insights. Being part of the Summit put us in front of an audience that really cares about its money.”
Carl Hazeley, CEO, Finimize said: “We know retail investors are looking for new approaches to personal finance guidance and they’re increasingly comfortable using AI-powered tools to get the insights they need.
“This partnership ensures that Quartz members are getting content which is personalised and relevant as part of a seamless, trustworthy experience. Together we can help build trust and understanding through high-quality insights.”
