We're making finance accessible for our generation.

Our generation enjoys a high degree of education and is lucky to be fairly well off. But there’s an elephant in the room that finally needs to be addressed: we’re quietly struggling with financial literacy.

Read our manifesto 🙌

Our Story

We’re building Finimize to solve a massive problem: we want to help people get their personal finances in order – not just savings, not just investments. But everything. Your whole financial life.

It all started when we had some savings ourselves and couldn’t figure out what to do with them. Everyone tells you to budget and save. But no one tells you what to do after that.

No one explained to you why interest rates matter, how you’re supposed to “diversify” your finances, or what an “emergency fund” is.

So we decided we would start with the basics, and launched a daily email to explain these concepts in simple terms as they coincide with financial news.

Since then we have expanded our team, built Finimize MyLife (your free personal financial guide) and grown our community to over 100,000 Finimizers!

We want to become the top of mind brand for finance – similar to how Amazon is the top of mind for shopping. 💸

Scott and Max

Our Team


Max Rofagha

✌️ Founder + CEO

Before Finimize, Max co-founded an ecommerce startup with 200 employees and sold it in 2015. Now he spends his days leading our strategy and basically doing every job you can think of. He also mentors at Techstars and Startup Bootcamp and was named one of Forbes "30 under 30" for 2016.


Anders Kravis

⚡️ Head of Product

Originally a Finimize user, Anders has designed FinTech products for Fortune 500 clients. He oversees our design and can be found jumping between Sketch, code, and the mug of coffee on his desk.


Matt Dalton

💻 Tech Lead

Matt previously worked at IBM iX before joining Finimize. He's in charge of pushing code and oversees all our tech. He's the only one of us with an actual British accent – and the only one with a patent under his belt.


Scott Tindle

✏️ Content

Originally a university friend of Max, Scott is a CFA ® charterholder with 7 years of experience at Barclays Capital under his belt. He handles pretty much everything finance / content related as well as business development.


Anna Drescher

👋 Community

Originally from rural Wisconsin, Anna oversees community and user engagement. You can find her on Intercom and Slack, analyzing surveys and planning the next awesome event.


Terry Tilley

🎨 Frontend Dev Intern

Originally from South Africa, Terry joined Finimize to help polish up our interwebs and lend a hand with UI. He's why this page looks so spiffy.


Andrew Ettinger

🌱 Growth


Simon Pickstone

✍️ Editor


Alex Saeedy

✍️ Writer

Our Community

Our mission is too big for us to be able to achieve it ourselves. Our community is at the center of what we’re doing. They’re global, they’re powerful, and they’re ready for some change.

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Want to say hey? We're located at 144a Clerkenwell Road, London, UK.