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Finary

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Wealth aggregation platform enabling investors to track and optimize assets.

About

Finary is a personal wealth data aggregation platform aimed at assisting individual investors in managing their financial portfolios. It consolidates data from various sources, including bank accounts, investment accounts, and real estate holdings, to provide users with a comprehensive view of their financial assets and liabilities. The platform includes features such as automatic money tracking, performance graphs, and insights into portfolio allocation, which may help users in making decisions about their investments. Finary targets individual investors and addresses challenges related to asset tracking and optimization, while also focusing on data privacy through secure encryption and compliance with regulatory standards.

Key facts

Founded
2020
Headquarters
Paris, France

Business model

Contact

Open roles

27 roles
  • Finance Author

    Paris, Île-de-France, France · On-site · Volunteer

  • Chief of Staff Intern

    Paris, Île-de-France, France · On-site · Volunteer

  • Scriptwriter intern

    Paris, Île-de-France, France · On-site · Volunteer

+ 24 more open roles on Signal

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Finary: quick answers

What does Finary do?
Finary is a personal wealth data aggregation platform aimed at assisting individual investors in managing their financial portfolios.
Where is Finary headquartered?
Finary is headquartered in Paris, France.
When was Finary founded?
Finary was founded in 2020.
Which sector is Finary in?
Finary operates in Wealth Technology, part of Financial Technology.
Who are Finary's competitors?
Companies similar to Finary include Atomic, Sarwa, and axio.
Is Finary hiring?
Yes. Finary has 27 open roles listed on Vanberra Signal.