Internship

Wealth Advisor – Internship

Confirmed live in the last 24 hours

Finary

Finary

51-200 employees

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.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • 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
  • based in Paris (mandatory)
Responsibilities
  • 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
Desired Qualifications
  • Played a sport at a very high level
  • Have a large social media presence

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

Simplify Jobs

Simplify's Take

What believers are saying

  • Finary raised $8.9 million in a Series A funding round recently.
  • The platform's new DCA feature allows programmatic cryptocurrency investing.
  • Integration with AI-driven tools can enhance personalized investment strategies for users.

What critics are saying

  • Increased competition from established financial institutions could challenge Finary's market position.
  • Volatility in cryptocurrency markets may affect user trust in Finary's DCA feature.
  • Regulatory scrutiny on fintech companies in Europe could impact Finary's operations.

What makes Finary unique

  • Finary offers a centralized platform for managing diverse portfolios, including cryptocurrencies.
  • The platform automates wealth tracking, enabling easy monitoring of all accounts.
  • Finary emphasizes security with read-only access and no storage of banking credentials.

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Benefits

Hybrid Work Options

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

3%
Today's Crypto News
Oct 31st, 2023
France: platform Finary now enables cryptocurrency investing with DCA

French fintech Finary is introducing a new feature for programmatically investing in cryptocurrencies using the Dollar-Cost Averaging (DCA) method.

PYMNTS
Feb 24th, 2022
French Startup Finary Raises $9M Series A

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.

UK Tech News
May 18th, 2021
Wealth management platform Finary secures £1.9M funding; plans expansion in UK

Finary, a Paris-based wealth management platform, has raised €2.2 million (approx £1.9 million) in a seed round led by Speedinvest.

EU-Startups
May 18th, 2021
Paris-based Finary raises €2.2 million to grow private wealth management tracker in Europe and US

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…