Finary
Finary is an all-in-one wealth management platform that lets individuals track, manage, and optimize their investments across all asset classes — including stocks, crypto, real estate, startups, precious metals, and more — from a single dashboard. With automatic syncing from banks, brokers, and wallets, users can get real-time net worth calculations, performance tracking, fee analysis, and retirement planning insights. Finary also offers private investment community features and wealth benchmarks to help users grow their portfolio smarter and faster.
Overview
Finary is an all-in-one wealth management platform that lets individuals track, manage, and optimize their investments across all asset classes — including stocks, crypto, real estate, startups, precious metals, and more — from a single dashboard. With automatic syncing from banks, brokers, and wallets, users can get real-time net worth calculations, performance tracking, fee analysis, and retirement planning insights. Finary also offers private investment community features and wealth benchmarks to help users grow their portfolio smarter and faster.
- Sector
- # Other
- Ecosystem
- —
Team
Team information has not been disclosed.
Funding history
1 disclosed rounds- Series B
29,400,000 USD
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