Finary acquired Affluent; Affluent's product is being retired and its planning technology/talent are being folded into Finary.
SourcePublic company, workplace, funding, and market signals
Updated Jul 29, 2026
French wealth-management fintech that combines portfolio tracking, budgeting, investing, and regulated wealth services in one app for retail investors and mass-affluent clients.
Primary product
All-in-one wealth tracking / portfolio tracker app
Founded
2020
Headquarters
Paris, France
Team size
100-150
Work style
Hybrid
Industry
Financial Services
Sub-industry
Wealth management / personal finance fintech
Offices
7 jobs at Finary.com
Business model
Stage
Series B
Total raised
$38.1M
Latest round
Series B · Sep 2025
Latest amount
$25M
Sep 2025 · PayPal Ventures
Mar 2022 · Crowdcube
Feb 2022 · Y Combinator and Speedinvest
May 2021 · Speedinvest
Leadership
Co-founder & CEO
Co-founder & CTO
Director of Finary One
Vice-President, Lead Wealth Advisor
Head of Wealth Engineering
Investors
Ambitious, builder-led culture that emphasizes challenging the status quo, making bold bets, and operating as a distributed European team with regular in-person gatherings and offsites.
Work style
Hybrid
Compensation
Public hiring copy emphasizes tier-1 salary and equity packages; no detailed public pay bands were found.
Benefits
Pricing
Freemium; Finary Plus is publicly priced at €149.99/year, with additional paid products/services such as Finary Pro, Finary One, Finary Life, and crypto services.
Differentiators
Technology
Customers
Competitors
Estimated revenue
$1M-$10M
Estimated monthly visits
1.1M
Finary acquired Affluent; Affluent's product is being retired and its planning technology/talent are being folded into Finary.
SourceFinary · Jul 2026
Finary said it obtained MiCA authorization from the AMF, allowing it to continue regulated crypto services alongside stocks and ETFs on one platform.
Finary · Feb 2026
The company said it reached 850,000 users, managed €200M in assets, grew to 70 employees, and acquired Affluent.
Finary · Sep 2025
Finary announced its first acquisition, Affluent, to strengthen planning and AI capabilities; Affluent's app will be retired and integrated into Finary.
PayPal Newsroom · Sep 2025
PayPal Ventures said Finary was profitable since 2024 and had raised €38M to date, reinforcing Finary's expansion and product roadmap.
Finary · Sep 2025
Finary announced a €25M Series B led by PayPal Ventures, with participation from LocalGlobe, Hedosophia, Shapers, Y Combinator, and Speedinvest.