Secret Leaders with Dan Murray-Serter artwork

Finimize: what you should’ve been taught in school about personal finance, with the FTSE 100’s youngest Exec and Founder/CEO Max Rofagha

Secret Leaders with Dan Murray-Serter

English - April 26, 2022 01:00 - 1 hour - ★★★★★ - 20 ratings
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What we’re taught at schools is a real pet peeve here at Secret Leaders. Why are we mucking about learning Latin when we could be learning about stuff like nutrition and personal finance - genuinely useful subjects that will help us lead happier, more fulfilling lives?
That’s what Max Rofagha thought when, after exiting his previous startup, he didn’t know what to do with his new found wealth. The content on the internet, the advice he was getting, just didn’t cut it - so he founded Finimize.
Their idea is to help more ‘ordinary people’, i.e. retail investors (not professional investors) do more with their money, and the company has done pretty well. They were bought last year by Aberdeen (abrdn), making Max the youngest Exec of a FTSE 100 company. 
How has he done it? What has he learnt about business building that’s delivered two exits from two companies? Let’s dive in…
We talk about:

What Berlin used to be like

Why you should grow up with computers

What you should do with your savings

Why people don’t understand finance

Considering VC funding or bootstrapping

How they exited - like, really

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Sponsors
Vorboss - get better internet: https://vorboss.com/secretleaders
Vanta - get 20% off security certifications like ISO27001 and SOC2: https://vanta.com/secretleaders
Vertice - save on your SaaS or cloud spend ($5k off or a free benchmark) using the code secretleaders: https://www.vertice.one/l/secretleaders
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Newsletter
Sign up here: https://secretleaders.email/
You can find our historic newsletters here: https://www.secretleaders.com/episodes

What we’re taught at schools is a real pet peeve here at Secret Leaders. Why are we mucking about learning Latin when we could be learning about stuff like nutrition and personal finance - genuinely useful subjects that will help us lead happier, more fulfilling lives?

That’s what Max Rofagha thought when, after exiting his previous startup, he didn’t know what to do with his new found wealth. The content on the internet, the advice he was getting, just didn’t cut it - so he founded Finimize.

Their idea is to help more ‘ordinary people’, i.e. retail investors (not professional investors) do more with their money, and the company has done pretty well. They were bought last year by Aberdeen (abrdn), making Max the youngest Exec of a FTSE 100 company. 

How has he done it? What has he learnt about business building that’s delivered two exits from two companies? Let’s dive in…

We talk about:


What Berlin used to be like
Why you should grow up with computers
What you should do with your savings
Why people don’t understand finance
Considering VC funding or bootstrapping
How they exited - like, really

--

Sponsors

Vorboss - get better internet: https://vorboss.com/secretleaders

Vanta - get 20% off security certifications like ISO27001 and SOC2: https://vanta.com/secretleaders

Vertice - save on your SaaS or cloud spend ($5k off or a free benchmark) using the code secretleaders: https://www.vertice.one/l/secretleaders

--

Newsletter

Sign up here: https://secretleaders.email/

You can find our historic newsletters here: https://www.secretleaders.com/episodes