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

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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