When was Finary founded?

Finary was founded in 2020 and raised its 1st funding round 1 year after it was founded.

Where is Finary located?

Finary is headquartered in Paris, France.

Who is the current CEO of Finary?

Moonir Laggoune of Finary. They have also founded 1 company.

How many employees does Finary have?

As of Jul 01, 2024, the latest employee count at Finary is 30.

Is Finary a funded company?

Finary is a funded company, having raised a total of $45M across 3 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on May 21, 2021.

When was the latest funding round of Finary?

Finary's latest funding was a $***** Series B round on Jul 28, 2025, with participation from 7 investors.

What is the annual revenue of Finary?

Annual revenue of Finary is €634K as on Dec 31, 2022.

Where does Finary rank among its competitors?

Finary ranks 1st amongst 208 active competitors, of which 18 are funded. It stands 2nd in terms of total funding among its competitors. The most recent competitor to raise funding was Micruity, which secured $20M in Aug, 2025.

Who are the top competitors of Finary?

Finary's top competitors include Personal Capital, Carefull and Micruity. Among them, Micruity secured the most recent funding round in August, 2025.

Finary - 2026 Company Profile, Team, Funding, Competitors & Financials

Company Details

Online portfolio tracker and aggregator platform for individuals. It enables users to track multiple investments in real-time including stocks, ETFs, mutual funds, cryptocurrency, real estate, and more. Users can also keep track of brokerage accounts, bank accounts, startups, precious metals. The application is available on Android and iOS platforms.

Website: finary.com/fr
Social

Key Metrics

Founded Year

2020

Location

Paris, France

Stage

Series B

Total Funding

$45M in 3 rounds

Latest Funding Round

Series B, Jul 28, 2025, $*****

Investors

Speedinvest & 15 more

Ranked

1^st among 208 active competitors

Annual Revenue

€634K as on Dec 31, 2022

Employee Count

30 as on Jul 01, 2024

Similar Companies

Personal Capital & 295 more

View Finary's full profile

Finary is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
Finary CIN: 892357724 , France, Deadpooled	Dec 24, 2020	$668K (As on Dec 31, 2022)	-	-

Finary has raised a total funding of $45M over 3 rounds. Its first funding round was on May 21, 2021. Its latest funding round was a Series B round on Jul 28, 2025 for $*****. 7 investors participated in its latest round. Finary has 9 institutional investors and 7 angel investors.

Here is the list of recent funding rounds of Finary:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jul 28, 2025	8567590	Series B	8595210	7713573	4919396	8164762
Feb 22, 2022	9654868	Series A	4675663	4293735	3523938	Steve Anavi & 2 more
May 21, 2021	3154146	Seed	2989322	9782575	Speedinvest	Kima Ventures & 3 more

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View details of Finary's funding rounds and investors

The founders of Finary are Julien Blancher and Moonir Laggoune. Moonir Laggoune is the CEO of Finary.

Here are the details of Finary's key team members:

Julien Blancher: Co-founder & CTO of Finary.
Moonir Laggoune: Co-Founder & CEO of Finary.

View details of Finary's Founder profiles and Board Members

Finary's employee count trend

Finary has 30 employees as of Jul 24. Here is Finary's employee count trend over the years:

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Top competitors of Finary include Personal Capital, Carefull and Micruity. Here is the list of Top 10 competitors of Finary, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Finary 2020, Paris (France), Series B	Online portfolio tracker and aggregator platform for individuals	$45M	LocalGlobe, Hedosophia & 14 others	69/100
2nd	Personal Capital 2009, Redwood City (United States), Acquired	Wealth data aggregation platform for individuals	$271M	IGM Financial, BlackRock & 12 others	64/100
3rd	Carefull 2019, New York City (United States), Series A	Online platform for expense monitoring platform for individuals	$19.7M	NextView Ventures, Fin Capital & 18 others	63/100
4th	Micruity 2017, Toronto (Canada), Series A	Finance company offering pension management solutions	$34.2M	State Street Global Advisors, SixThirty & 21 others	62/100
5th	Gorila 2016, Sao Paulo (Brazil), Series B	Wealth data aggregation platform	$26.1M	Ribbit Capital, Iporanga Ventures & 3 others	58/100
6th	Wealthica 2015, Montreal (Canada), Funding Raised	Portfolio performance tracking platform	-	Bitnomic	52/100
7th	Delta 2018, Ghent (Belgium), Acquired	Cryptocurrency portfolio tracking app	-	-	51/100
8th	ByAllAccounts 1999, Woburn (United States), Acquired	Data aggregation solution for wealth managers and financial advisors	$10M	Castile Ventures, Cove Capital & 1 others	47/100
9th	Setu AA 2023, Bengaluru (India), Unfunded	RBI-regulated Account Aggregator enabling secure financial data sharing	-	-	47/100
10th	Kinvo 2017, Salvador (Brazil), Acquired	Wealth data aggregation & management platform for individuals	-	Bossa Invest, Lighthouse - Investment & Innovation	45/100