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§ Private Profile · New York City, NY, USA
Wealth management app that tracks portfolios, stocks, crypto, and investments for individual investors, offering all-in-one tracking.
Based in Paris, France, Finary is a personal finance and wealth management platform that allows individual investors to track portfolios, stocks, cryptocurrencies, and budgets in one centralized digital interface. The enterprise operates on a freemium subscription model, generating €2.6 million in annualized recurring revenue from a base of 20,000 active premium subscribers. Users can access real-time performance reports and utilize automated dollar-cost averaging tools for cryptocurrency investments, supported by an educational ecosystem with more than 100,000 YouTube subscribers. In July 2023, the firm expanded beyond tracking by launching a direct investment platform featuring digital wallet transfers and yield generation. The organization segments its offerings through specialized service tiers, including Finary Plus, Finary Pro, and Finary One for high-net-worth individuals managing over €500,000 in assets. Finary was officially launched in 2021 by co-founders Mounir Laggoune and Julien Bléhaut.
Finary has raised $42.0M across 3 funding rounds.
Key people at Finary.
Finary was founded in 2020 by Jack Phifer (Founder) and Roger Cawdette (Co-Founder & CEO) and Michael Liu (Founder) and Darian Bhathena (Founder).
Finary has raised $42.0M in total across 3 funding rounds.
Finary was founded in 2020 by Jack Phifer (Founder) and Roger Cawdette (Co-Founder & CEO) and Michael Liu (Founder) and Darian Bhathena (Founder).
Finary has raised $42.0M in total across 3 funding rounds.
Finary's investors include Alexandros Bottenbruch, AirAngels, Sequoia Capital, Speedinvest, Upfront Ventures, Witz Ventures, Alexandre Prot, Didier Valet, Eden Chen, Eric Demuth, Harsh Sinha, James Beshara.
Key people at Finary.
Finary is a social investing platform often described as a "Discord for investing," designed to create a digital community where investors, especially millennials and Gen Z, can discuss investments, share portfolio performance, and execute trades all in one place[1][3]. It serves modern investors by combining real-time portfolio tracking, performance reports, and social networking features tailored specifically for investing[2]. The platform addresses the problem of fragmented investment discussions that typically happen informally on apps like WhatsApp or Discord by offering a dedicated, secure, and feature-rich environment for collaborative investing. Finary has shown strong growth momentum, with over 150,000 members tracking $40 billion in assets, reflecting its rising adoption and community engagement[2][8].
Founded in 2020 by Roger Cawdette, Jack Phifer, and Darian Bhathena, Finary emerged from the founders’ own investing experiences and their observation that informal group chats for investing were common but lacked a dedicated platform[3][5]. The idea evolved from building a classic social network for casual investors to focusing on a refined group chat platform with investing-specific features after noticing users’ behavior and unmet needs[1]. Early traction came from organic growth driven by users creating new group chats for friends and family, validating the product-market fit as investing became increasingly social, influenced by phenomena like r/wallstreetbets[1][3].
Finary rides the wave of democratization and socialization of investing, capitalizing on the trend where investing is no longer a solitary activity but a social experience enhanced by digital platforms[1][3]. The timing is favorable due to increased retail investor participation, the rise of social trading, and demand for integrated tools that combine community and portfolio management. Market forces such as the proliferation of fintech APIs (e.g., Alpaca for trading) and growing interest in personal finance apps support Finary’s growth. By centralizing investment conversations and execution, Finary influences the broader ecosystem by setting new standards for social investing platforms and encouraging more collaborative, informed investment decisions[3].
Finary is poised to expand its community and feature set, potentially becoming the leading social investing hub for younger generations. Future trends shaping its journey include the continued rise of social trading, integration of more asset classes (crypto, real estate), and enhanced AI-driven insights. Its influence may grow as it replaces informal chat groups with a centralized, secure platform that blends social interaction with actionable investment tools. This evolution aligns with its mission to become the world’s best investing community, making investing more accessible, social, and data-driven[3][8].
Finary has raised $42.0M across 3 funding rounds. Most recently, it raised $30.0M Series B in September 2025.