Finary
PrivateLast Round
Series B
Sep 18, 2025
Est. Valuation
$52.97M
Total Funding Raised
$41.59M
Company Overview
Finary is a French fintech company founded in 2020 by Mounir Laggoune and Julien Blancher. It operates a wealth management platform that enables individuals to track, manage, and optimize their entire investment portfolio in real-time from a single application. The platform aggregates a wide range of assets, including bank accounts, stocks, ETFs, cryptocurrencies, real estate, and precious metals, by connecting to over 20,000 banks and investment platforms across Europe and the US. Finary aims to empower a new generation of investors by providing tools for performance analysis, fee scanning, and diversification scoring, which were previously accessible only to high-net-worth individuals. The company is venture-backed, having raised approximately €15 million from investors such as Y Combinator, Speedinvest, and Kima Ventures. It operates on a freemium model, with premium tiers (Finary Plus, Finary Pro) offering advanced features.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Investment Platforms, Financial Data
Business Model
B2C
Customer Profile
Subscription SaaS, Freemium, Payment Processing Fee
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Finary Comps
Public and private peers based on sector, stage, and business model.
Finary Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Sep 18, 2025 | ||||
| Crowdfunding | Mar 29, 2022 | ||||
| Series A | Feb 24, 2022 | ||||
| Seed | May 18, 2021 |
Finary Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Kima Ventures | Seed, Series B |
| LocalGlobe | Series B |
| PayPal Ventures | Series B |
| Precursor Ventures | Seed |
| Shapers | Series B |
| Speedinvest | Series B, Seed, Series A |
| Y Combinator | Seed, Series B, Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 2, 2026
Reached over 700,000 YouTube subscribers.
- Mar 2, 2026
Reached over 850,000 users since launching in 2021.
Finary Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Finary's valuation, stock price, and market status.
