Max Rofagha, CEO and founder of Finimize on the Great Wealth Transfer

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Max Rofagha, the CEO and founder of Finimize, explains the great wealth transfer and how his financial analysis app helps educate investors. We discuss what life at Finimize has been like since being acquired by ABRDN, the growth of Finimize’s B2B business, where their subscribers come from and how curated content can help reduce asymmetry between retail and institutional investors.

Video Interview

YouTube video



  • The great wealth transfer, estimated to be $84 trillion over the next two decades, will have a significant impact on the investment industry.
  • Finimize aims to bridge the gap between retail and institutional investors by providing high-quality, curated content at an affordable price point.
  • The key to successful investing is a long-term, patient approach, focusing on value and understanding the businesses behind the investments.
  • The importance of tailored content for different clients and the need for financial advisory firms to adapt to the preferences of the millennial generation.
  • Investors should be cautious of investment opportunities that seem too good to be true and do thorough research before making investment decisions.
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