Modern Investor Summit: New York

​The Modern Investor Summit is Finimize’s flagship event series, created for a new generation of retail investors who want clarity, confidence, and access to the ideas shaping global markets. It brings together world-class thinkers, founders, and financial leaders with an audience that is actively learning and investing, creating a space where insight meets action.

​New for 2026: Connect in-person in New York for an evening with 200–250 of the city’s most engaged retail investors.

​Join a select group of financial leaders shaping the conversation, and position your brand at the heart of insight, dialogue, and action.