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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