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Finary

Finary

🇫🇷 France
finary.com
WealthOpen BankingPersonal Finance
About

Wealthy individuals in France — and across Europe — tend to have their assets spread across multiple institutions: a current account here, a brokerage account there, real estate, a life insurance policy, perhaps some crypto. Getting a coherent picture of net worth across all of those positions has traditionally required either a private banker who charges for the privilege or a spreadsheet that goes out of date the moment you close it. Finary was founded in Paris in 2021 to solve that specific problem for the financially active generation that has moved beyond a single savings account. Its platform aggregates financial assets across banks, brokers, crypto exchanges, and real estate valuations into a single dashboard, providing net worth tracking, portfolio performance analysis, and asset allocation insights. The product is designed for the financially engaged user — someone who invests actively, owns multiple asset types, and wants the kind of portfolio view that was previously only available through private banking relationships. Finary has grown rapidly in the French market, tapping into a generation of investors who came of age during the low interest rate era and built diversified portfolios that their bank's app was never designed to show them clearly. In the European wealth tracking market, Finary represents the modern version of the portfolio management tool — mobile-first, multi-asset, and designed for self-directed investors.

Categories
WealthOpen BankingPersonal FinanceRobo-advisorsPortfolio managementExpense trackingAccount aggregation
Services
budgeting appsdata enrichmentrobo-advisoryportfolio toolsaccount aggregationexpense tracking
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Quick facts
Founded2018
FoundersGilles Prigent, Basile Mush
Employees50-200
Users100k-1M
Business modelB2C
Target customersConsumers
Geographic focusWestern Europe
Last updatedUpdated 6 days ago