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Finary
Finary is a French wealth management app that helps individuals track, manage, and optimize their entire net worth in one place. It aggregates bank accounts, brokerage accounts, real estate, crypto, and other assets, and also offers investment products such as a life insurance contract (assurance vie) and crypto investing services.
Paris, FR
Description
Finary is a personal finance and wealth-tracking platform used by more than 1 million users, allowing them to connect and monitor over 20,000 banks, brokers, and crypto platforms in one dashboard. The app provides automated net worth tracking, portfolio diversification scoring, hidden fee detection, budget and cashflow management, dividend tracking, and financial independence projections. Beyond tracking, Finary offers investment products directly: 'Finary Life', a life insurance contract (assurance vie) with 700+ available funds and low fees, underwritten by Generali Vie, and a crypto investing service enabling users to buy, DCA, stake, and lend cryptocurrencies on a MiCA-regulated platform. Finary SAS is a French investment firm regulated by the ACPR (agrément N°19283), a member of AMAFI, registered with ORIAS as an insurance broker, and registered with the AMF as a PSCA crypto asset service provider. The company serves retail investors and individuals seeking to consolidate and optimize their personal wealth, including stocks, real estate, crypto, savings accounts, startups, crowdlending, and other exotic assets.Historical Grant Funding
VC Funding
None
2025
$0
$29M
Technology & Skills
AI TRANSFORMATION
MIFID
BUSINESS ACUMEN
MENTORING
TEAM LEADERSHIP
ARTIFICIAL INTELLIGENCE
HNWI
EVENT ORGANIZATION
ACTIVATION
FINANCIAL MODELING
UNIT ECONOMICS
TEAM SCALING
CLIENT RELATIONS
SIMULATOR DESIGN
DBT
LEAD QUALIFICATION
TAX MONITORING
SQL
LIQUIDITY
SUBSCRIPTION ADMINISTRATION
FINTECH
FUNDRAISING
FINANCIAL PRODUCTS
CAPITAL ADEQUACY
COHORT ANALYSIS
MARKETING
CAC
BUSINESS DEVELOPMENT
CLIENT SEGMENTATION
KYC
ARCHITECTURE
LEGAL MONITORING
COMMUNICATION
FORECASTING
BUDGETING
CLIENT PORTFOLIO MANAGEMENT
MICA
PARTNERSHIP DEVELOPMENT
CASH FLOW MANAGEMENT
FINANCIAL ANALYSIS
PIGMENT
BIGQUERY
FP&A
CONTRIBUTION MARGIN
PRODUCT-LED GROWTH
UHNWI
CLIENT RELATIONSHIP MANAGEMENT
WEALTH PLANNING
DUE DILIGENCE
BACKEND DEVELOPMENT
AI AGENT
LOOKER
ONBOARDING
HIRING
CONVERSION
ADVISORY
ASSET ALLOCATION
ENGLISH
ENGINEERING LEADERSHIP
PAYBACK
EXPERIMENTATION
LTV
WEALTH ENGINEERING
OUTBOUND SALES
FINANCIAL REPORTING
PROSPECTING
CONTENT WRITING
RECRUITING
WEALTH MANAGEMENT
INVESTMENT
COMPLIANCE
TECHNICAL VISION
GROWTH LOOPS
ACQUISITION
WEALTH REPORT
PRESENTATION DESIGN
GROWTH STRATEGY
INVESTMENT PROPOSAL