At Finary, we are on a mission to reinvent how a new generation of investors manages its money. Our mantra: put technology to work for our clients. We reinvent how clients are advised by leveraging IA and our powerful tech platform.
Forget about kickbacks & advisors that feel like salespeople: we are reinventing Wealth Management model from scratch.
Your manager will be Corentin, our Wealth Advisory lead.
As a Wealth Advisory intern, will help growing our Advisory and support our team and their clients. We're talking about the kind of legendary service that earns awards, news coverage, and most importantly makes customers happy.
As a key member of the team, you'll do the following missions:
Portfolio analysis and participation in client meeting
Drafting documents for prospects such as wealth reports, investment proposals, etc.
Client follow-ups and subscription management
Creating content for our Youtube channels and other media outlets
are a student at a top business or engineering school, or equivalent university, with a specialization in finance or wealth management
have past experiences in startups, the banking or consulting
strong commercial acumen and client-oriented
excellent oral and written skills
like to take initiative and find new creative solutions to problems
embrace disruption and technical innovations happening in the Wealth Management space
are an investor yourself and put your money where your mouth is
basedin Paris (mandatory)
Played a sport at a very high level
Have a large social media presence
Intro call
Case Study
Meet one of our cofounders
Offer
Tell us why you want to join Finary. Share with us what excites you about our mission and how you will contribute. Make your first impression count.
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Centralized platform for personal wealth management
No salary listed
Paris, France
The company organizes on-site meetings every 6 weeks, and being based in Paris is mandatory for applicants.
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Finary provides a platform for individuals to manage their personal wealth in one place. Users can connect various accounts, including cryptocurrencies, savings, and investment funds, to track their financial performance. The platform automates wealth tracking, allowing users to monitor their investments easily through quick setup connectors. Finary also offers tools for portfolio analysis, budget management, and dividend monitoring, helping users optimize their savings and identify hidden fees. Unlike many competitors, Finary prioritizes security by not storing banking credentials and only having read-only access to accounts. The company's goal is to empower users to make informed financial decisions while fostering a community-driven approach to product development.
Company Size
51-200
Company Stage
Series A
Total Funding
$11.6M
Headquarters
Montreuil, France
Founded
2020
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French fintech Finary is introducing a new feature for programmatically investing in cryptocurrencies using the Dollar-Cost Averaging (DCA) method.
Wealth aggregator Finary raised $8.9 million in a Series A funding round (8 million euros) just a few months after its ]$2.4 million May 2021 seed round.
Finary, a Paris-based wealth management platform, has raised €2.2 million (approx £1.9 million) in a seed round led by Speedinvest.
Finary, a French fintech that offers online, real-time investment monitoring across multiple asset classes, today announces a €2.2 million seed round. The financing was led by Speedinvest with additional participation from Y Combinator, Kima Ventures and angel investors like Raphaël Vullierme (co-founder at Luko). Founded in 2020 by Mounir Laggoune and Julien Bla ncher, Finary…