Full-Time

Wealth Operations Manager

Updated on 9/11/2026

Finary

Finary

51-200 employees

All-in-one wealth management and asset tracking

Compensation Overview

€55k - €70k/yr

Île-de-France, France

Hybrid

Hybrid remote is offered, with the role based in Paris.

Category
Business & Strategy (1)
Required Skills
Data Engineering

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Requirements
  • Have shipped internal tools or applications that other people used.
  • Use artificial intelligence as a daily work multiplier.
  • Translate business problems into technical problems, and translate technical problems back into business terms.
  • Build lasting relationships with clients and partners while maintaining a high-standard operational experience.
  • Be comfortable working in French, which is mandatory, and in English at a minimum B2 or C1 level.
  • Be based in Paris or be ready to relocate there.
Responsibilities
  • Build the operational system and tools for Finary One.
  • Develop tools that enable advisors to work at greater scale and capability.
  • Build, deploy, and operate the solutions you design.
  • Own the client experience end to end across every stage of the client journey.
  • Build tools, data workflows, automations, and partner processes that improve how Finary One operates.
  • Read operational data at the source, close reconciliations, and write rules that decide and route work without manual intervention.
  • Handle real client files and partner calls as part of frontline operations.
  • Settle client and partner situations efficiently, preferably in one call.
Desired Qualifications
  • Exposure to regulated environments.
  • Fluency in wealth products.

Finary is a fintech platform that combines wealth management, investment tracking, and asset aggregation in one online service. It links to over 20,000 financial institutions to pull data from bank accounts, real estate, stocks, crypto, and precious metals, giving a real-time view of a user’s net worth. It started as an asset-aggregation tool and grew into an online private investment bank, earning PSAN status in 2022 to offer direct investments (beginning with crypto) and later adding life-insurance partnerships with BlackRock and Generali, with plans for brokerage, savings, and retirement products. It uses a freemium model (free tier, Finary Plus, and Finary One for high-net-worth clients) and has raised €38 million from investors like Y Combinator and PayPal Ventures, with the latest round funding product development, AI features, and European expansion.

Company Size

51-200

Company Stage

Series B

Total Funding

$39.1M

Headquarters

Montreuil, France

Founded

2020

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Simplify Jobs

Simplify's Take

What believers are saying

  • Finary said on 2026-02-26 it crossed 850,000 users and €200M assets managed.
  • PayPal Ventures-backed €25M funding on 2025-09-18 funds AI hiring and European growth.
  • Finary Life and Affluent broaden monetization beyond subscriptions into insurance and planning.

What critics are saying

  • If sync reliability stays poor, users abandon Finary and manual tracking kills retention.
  • MiCA and AMF approvals restrict crypto and brokerage rollout; delays freeze European expansion.
  • Trade Republic, Revolut, and banks compress fees faster; Finary loses pricing power by 2027.

What makes Finary unique

  • Finary unifies banking, brokerage, crypto, real estate, and insurance in one wealth dashboard.
  • On 2026-05-12, Finary Life added self-directed investing with 700+ supports and low fees.
  • On 2026-02-26, Finary said Affluent powers an anti-fragile sync system for broken bank connections.

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Benefits

Hybrid Work Options

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

3%

1 year growth

2%

2 year growth

1%
MEXC
Feb 11th, 2026
Finary secures €25M led by PayPal Ventures to expand crypto wealth management in Europe

Finary, a Paris-based fintech startup, has raised €25 million in a Series B round led by PayPal Ventures. The funding will support the company's expansion across Europe and enhance its cryptocurrency investment capabilities within wealth management services. Founded by Mounir Laggoune and Julien Blancher, Finary provides wealth management tools integrating digital assets including Bitcoin, Ethereum and select altcoins. The platform now serves over 600,000 users. The investment reflects PayPal Ventures' strategic interest in the fintech-crypto convergence. Ian, a partner at PayPal Ventures, noted the firm's commitment to financial wellness, stating PayPal "sits at a powerful inflection point." Finary plans to use the capital to develop AI-driven wealth management tools and broaden cryptocurrency investment options for both retail and private wealth management portfolios.

Maddyness
Oct 3rd, 2025
Finary Acquires Affluent After €25M Funding

Finary, a French fintech, has made its first acquisition by purchasing the wealth management platform Affluent, just two weeks after its Series B funding. The transaction amount is undisclosed. Affluent, founded in 2023 by Thomas Vuchot and Thomas Brach, will integrate its financial planning technology into Finary. Finary raised €25 million in September and will leverage Affluent's team to develop AI features and new financial products.

Maddyness
Oct 3rd, 2025
Two weeks after its Series B, Finary closes its very first acquisition.

After raising 25 million euros in September, Finary acquires the wealth management platform Affluent.

Fintech Bits
Sep 18th, 2025
Finary secures 25 million euros to enhance AI-driven wealth management tools and expand throughout Europe.

Beyond its primary platform, Finary has already ventured into cryptocurrency investment and launched Finary Life, a next-generation life insurance product developed in collaboration with BlackRock and Generali.

FrenchWeb
Sep 18th, 2025
Finary raises 25 million euros to accelerate in AI applied to wealth management.

Finary raises 25 million euros to accelerate in AI applied to wealth management.