Finary
PrivateLast Round
Series B
Sep 18, 2025
Est. Valuation
$52.97M
Total Funding Raised
$46.04M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Finary is a fintech company that operates a wealth management and portfolio tracking platform enabling individuals to aggregate, monitor, and optimize their investment assets in real-time.
Sector
FinTech
Verticals
Personal Finance, Wealth Management, Investment Platforms, Financial Data, Crypto Exchanges
Business Model
B2C
Customer Profile
Freemium, Subscription SaaS, Payment Processing Fee
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Finary Comparables
Compare Finary with similar companies based on industry and business-model similarity.
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 | ||||
| Accelerator | Jan 1, 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, Accelerator, 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 |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Finary's valuation, stock price, and market status.