Full-Time

Customer Care Specialist

Customer Care

Posted on 8/9/2025

Finary

Finary

51-200 employees

All-in-one wealth management and asset tracking

No salary listed

Paris, France

Hybrid

Hybrid setup with in-person meetings every 6 weeks in Paris.

Category
Sales & Account Management
Required Skills
Data Analysis
Requirements
  • bilingual in French with impeccable grammar & fluent in English
  • 3+ years in a customer support or customer care role in a fast-paced environment
  • team player, humble, open to challenges, and likes to help others grow
  • likes to take initiative and find creative solutions to challenges
  • empathetic and serene state of mind, attentive to understanding customer issues or concerns
  • good financial knowledge and is an investor
  • curious about and comfortable experimenting with new technologies, especially AI tools, to enhance customer care
Responsibilities
  • Be the first point of contact for our customers and deliver an excellent experience via email, chat, calls, and our forum
  • Collaborate with Product, Growth, Data, and Compliance teams to identify customer needs, surface insights, and feed them back into the business
  • Leverage AI-powered tools to respond faster, personalise interactions, and continuously improve efficiency
  • Enhance our Help Center and internal knowledge base to empower customers and the team
  • Partner with Product to drive improvements based on customer feedback and usage trends
  • Improve processes to support our rapid growth while maintaining exceptional service quality
Desired Qualifications
  • comfortable with Intercom and Linear
  • experience in Fintech/SaaS companies
  • basic understanding of API integrations
  • fluent in additional languages, which may help as we expand in new countries

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

Simplify Jobs

Simplify's Take

What believers are saying

  • €25M Series B by PayPal Ventures funds AI tools and European expansion.
  • Finary Life insurance partners BlackRock and Generali for cross-selling.
  • DCA crypto feature automates investments, reducing volatility exposure.

What critics are saying

  • Monzo Wealth bundles free tracking, eroding Finary's 600k European users.
  • Plaid EU expansion undercuts aggregation reliability, driving premium churn.
  • Delta app's zero-fee crypto trading captures Finary's DCA users.

What makes Finary unique

  • Finary aggregates assets from 20,000 institutions for holistic net worth tracking.
  • PSAN status from AMF enables direct crypto investments since October 2022.
  • Affluent acquisition integrates AI financial planning technology.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Hybrid Work Options

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

-1%

2 year growth

-4%
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
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.

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.

FintechBits
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.

FW.MEDIA
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.

INACTIVE