Finary is a wealth technology company that allows individuals to view and manage all of their assets and liabilities in a single interface. The platform employs automation and artificial intelligence to track net worth, analyze portfolios and proactively guide users toward their financial goals. Founded in 2021, it targets millennials and Gen Z investors who expect transparency, independence and control over their finances. The firm currently has about 50 employees. With new capital, Finary plans to add more than 20 hires, introduce brokerage, PEA and PER accounts and deepen its premium wealth-management tier, Finary One. It will also enhance its portfolio tracker with advanced AI-driven insights and expand into additional European markets. The company aims to establish a new global standard for personal finance management.

Total raised

$34M

Funding rounds

3

Latest round

Series B

Latest activity

Sep 2025