Financial portfolio tracking platform
Open for applications
Financial portfolio tracking platform
101-200 employees
Open for applications
101-200 employees
To create a money management platform that empowers a new generation of investors to achieve their goals.
Desirable
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19% employee growth in 12 months
Feb 2022
$9m
SERIES A
May 2021
$2.5m
SEED
Finary is a comprehensive wealth aggregation platform, aimed at a new generation of investors. The company’s portfolio management platform enables investors to track their savings, real estate, crypto, stocks, new investment opportunities, and more from its web/app-based platform.
The company has both free and premium offerings, and tracks billions in assets across its community, providing real-time analytics to empower users with information to guide their own financial futures. Finary also offers over 10,000 integrations, including exclusives like Trade Republic, Interactive Brokers and eToro.
Off the back of a significant investment, the company has been focusing on building a modern private bank out of its platform. By democratizing wealth and investment tracking, Finary is well set to become the go-to portfolio aggregation platform. As it builds its investment services, the success of this new venture remains to be seen.
Freddie
Company Specialist at Welcome to the Jungle