How much funding has Finary raised?

Finary has raised €38M in total funding. Their latest funding round was Series B. Key investors include Y Combinator, Speedinvest, Kima Ventures, LocalGlobe, PayPal Ventures.

Where is Finary headquartered?

Finary is headquartered in Paris, France. The company has a team of 51-200 people.

When was Finary founded?

Finary was founded in 2020. It is based in Paris, France.

Who is the CEO of Finary?

Mounir Laggoune is the CEO of Finary. The company was founded in 2020.

Where is Finary located?

Finary is headquartered in Paris, France.

What funding stage is Finary at?

Finary is currently at the Growth Stage stage.

How many employees does Finary have?

Finary has approximately 51-200 employees.

Finary

Category: AI in Fintech

Finary is an AI-powered wealth management and social investing platform that allows users to track their assets, manage their budget, and optimize their investments in real-time. Finary was founded in 2020. The company is led by Mounir Laggoune. Based in Paris, France. Team size: 51-200. Total funding raised: €38M. Latest round: Series B. Key investors include Y Combinator, Speedinvest, Kima Ventures, LocalGlobe, PayPal Ventures.

Founded: 2020
Headquarters: Paris, France
Team size: 51-200
Total funding: €38M

Value proposition

To provide a comprehensive, transparent, and AI-driven platform for wealth management, offering tools and insights previously accessible only to the wealthy.

Products and solutions

Wealth Management App, Finary Pro (for professional and personal asset management), Finary Plus (premium subscription with advanced features), Finary Lite (free tier for wealth tracking), Finary Life (life insurance product with BlackRock/Generali), Finary One (private wealth management for €500K+ clients), Crypto investment platform (30+ cryptocurrencies), Real-time portfolio tracker for stocks, crypto, real estate, Budget management and financial planning tools, AI-powered fee scanner and investment optimization

Unique value

Finary distinguishes itself by offering a holistic and automated approach to wealth management, integrating a wide range of assets including stocks, crypto, and real estate into a single platform. Its social investing component also creates a community-driven experience, particularly for younger investors.

Target customer

Modern investors, including Gen Z and Millennials, and professionals who need to manage both personal and professional financial assets.

Industries served

Fintech, Wealth Management, Investment Services

Technology advantage

The core technological advantage lies in its AI-powered engine that provides real-time performance analysis, identifies hidden costs, and suggests optimization opportunities. The platform's ability to connect with over 10,000 banks and investment platforms globally provides a significant data aggregation advantage.

How they differentiate

Finary differentiates itself by offering a comprehensive, AI-powered wealth management platform that provides real-time tracking of a wide range of assets, including cryptocurrencies and other alternative investments. It focuses on a modern, user-friendly interface and aims to provide services that were previously only available to the very wealthy.

Main competitors

Empower Personal Dashboard (formerly Personal Capital), Kubera, Vyzer

Key partnerships

Integrations with over 10,000 banks and investment platforms worldwide., Partnership with BlackRock and Generali for Finary Life insurance product., New integrations: Linxea, Interactive Brokers, Mon Petit Placement, Goodvest, LaPremièreBrique.

Notable customers

Over 850,000 users across Europe (as of Feb 2026)., 50,000+ paying subscribers (as of Sep 2025).

Major milestones

Raised €25M in a Series B funding round led by PayPal Ventures (Sep 2025)., Crossed 850,000 users and €200M in assets under management (Feb 2026)., Launched Finary Life, a next-gen life insurance product with BlackRock and Generali., Finary One private wealth service reached €50M+ AUM., YouTube channel grew to 725,000 subscribers; CEO's book became best-seller in France.

Growth metrics

850,000+ users, €200M+ in assets under management (as of Feb 2026). Profitable since 2024. YouTube channel: 725,000 subscribers.

Market positioning

Finary is positioned as a premium, all-in-one wealth management tool for modern investors with diversified portfolios. It targets a younger, tech-savvy demographic that requires a holistic view of their assets, including both traditional and digital investments.

Geographic focus

Finary is primarily focused on the European market, with a strong presence in France. It is also expanding its services to the US market.

Patents and IP

Not publicly disclosed

About Mounir Laggoune

Co-founder & CEO at Finary. Previously held Product Manager roles at Trainline, Captain Train, and Yoopies.

Official website: https://finary.com