Finary
All-in-one wealth management platform that lets users track, analyze, and optimize their investments across stocks, real estate, crypto, and more.
About
Finary is a Paris-based wealth tracking platform for retail investors. Users connect their bank, brokerage, and crypto accounts and see their full portfolio in one place, with fee detection, dividend tracking, diversification breakdowns, and budget categorization layered on. The app pulls from 20,000+ financial institutions.
The product also handles crypto buying and staking, plus assurance vie (French life insurance). Finary is a PSAN registered with the AMF, holds an investment company licence from the ACPR, and is referenced with ORIAS as an insurance broker.
800,000+ users. €150B in assets tracked. Headquartered at 58 rue de Monceau in Paris.