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Finary

Finary is an all-in-one wealth management platform that lets individuals track, manage, and optimize their investments across all asset classes — including stocks, crypto, real estate, startups, precious metals, and more — from a single dashboard. With automatic syncing from banks, brokers, and wallets, users can get real-time net worth calculations, performance tracking, fee analysis, and retirement planning insights. Finary also offers private investment community features and wealth benchmarks to help users grow their portfolio smarter and faster.
Category: Wallet

Finary

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.
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Funding Rounds

Funding Round: Series B
Funding Date: 1 Sep, 2025
Raised Amount: $29M

Investors