Finary.com

The new wealth manager for Europe

finary.com

HQ: Paris, Île-de-France, France

1-10

Fintech

Company research

Public company, workplace, funding, and market signals

Updated Jul 29, 2026

Overview

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

Paris

Montreuil

Business model

freemium

subscription

wealth management/advisory

insurance brokerage

crypto services

Funding

Stage

Series B

Total raised

$38.1M

Latest round

Series B · Sep 2025

Latest amount

$25M

Series B

Sep 2025 · PayPal Ventures

$25M

Equity crowdfunding

Mar 2022 · Crowdcube

$2.4M

Series A

Feb 2022 · Y Combinator and Speedinvest

$9M

Seed

May 2021 · Speedinvest

$2.7M

People & investors

Leadership

Mounir Laggoune

Co-founder & CEO

Julien Blancher

Co-founder & CTO

Corentin Hué

Director of Finary One

Maxime Kerserho

Vice-President, Lead Wealth Advisor

Romain Marais

Head of Wealth Engineering

Investors

Work & culture

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

Tier-1 salary & equity packages

Remote work or Paris office

Team gatherings every 6 weeks

Two offsites per year

Hybrid and flexible work culture

English as the official company language

Product & market

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

—Single app for tracking wealth, budgeting, investing, and advisory services
—Connects to 20,000+ banks, brokers, and crypto platforms
—French/EU regulated platform with investment-firm and MiCA crypto authorization
—AI-driven insights and planned automated guidance
—Private-wealth offering (Finary One) integrated into the same ecosystem

Technology

React

React Native

Ruby on Rails

Rust

GCP

Heroku

DigitalOcean

Powens

Plaid

Customers

Retail investors

Mass-affluent investors

High-net-worth clients for Finary One

French and European investors

Competitors

Personal Capital

Kubera

getquin

Yomoni

Climb

Exirio

Carefull

Micruity

Scale & contact

Estimated revenue

$1M-$10M

Estimated monthly visits

1.1M

hello@finary.com

Signals & risks

Acquisition

Sep 2025

Finary acquired Affluent; Affluent's product is being retired and its planning technology/talent are being folded into Finary.

Source

Latest news

Finary is now MiCA-regulated for crypto-assets

Finary · 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.

2026 Shareholder Letter

Finary · Feb 2026

The company said it reached 850,000 users, managed €200M in assets, grew to 70 employees, and acquired Affluent.

Finary's first acquisition: welcome, 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 Ventures Leads Finary's Series B Funding Round

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 raises a €25 million Series B

Finary · Sep 2025

Finary announced a €25M Series B led by PayPal Ventures, with participation from LocalGlobe, Hedosophia, Shapers, Y Combinator, and Speedinvest.

Jobs and careers at Finary.com

8 jobs at Finary.com

Operations Lead

On-site

Operations

Paris; Paris, Ile de France, France

1w ago

On-site

Full-time