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 Finimize Modern Investor Pulse survey on retail investor education and platform revenue impact

Investing Platforms Missing $500 Million Annual Opportunity as Knowledge Gaps Limit Investor Activity

August 6 2025

While mobile trading apps have successfully empowered retail investors, knowledge gaps across complex asset classes are costing the finance industry an estimated $500 million annually in lost revenue, according to Finimize's latest Modern Investor Pulse survey released today.

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Retail Investors Call for More Financial Education and Greater Support, According to Research

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Retail investors want to see more meaningful education from financial brands, according to the latest […]

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Carl Hazeley

Carl Hazeley
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Max Rofagha