Finary
PrivateLast Round
Series B
Sep 18, 2025
Est. Valuation
$52.97M
Total Funding Raised
$43.57M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Finary operates in FinTech and is based in Paris. Its latest recorded funding round was a Series B round in September 2025.
Finary is a fintech company that operates a wealth management and portfolio tracking platform enabling individuals to aggregate, monitor, and optimize their investment assets in real-time.
Sector
FinTech
Verticals
Personal Finance, Wealth Management, Investment Platforms, Financial Data
Business Model
B2C
Customer Profile
Subscription SaaS, Freemium, Payment Processing Fee
AI Layer
Non-AI
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Finary Comparables
Compare Finary with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Getquin | 86% | |
| Parqet Fintech GmbH | 79% | |
| AllInvestView | 78% |
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Finary Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Sep 18, 2025 | ||||
| Crowdfunding | Mar 29, 2022 | ||||
| Series A | Feb 24, 2022 | ||||
| Seed | May 18, 2021 | ||||
| Accelerator | Jan 1, 2021 |
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Finary Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Kima Ventures | Seed, Series B |
| LocalGlobe | Series B |
| PayPal Ventures | Series B |
| Precursor Ventures | Seed |
| Shapers | Series B |
| Speedinvest | Series B, Seed, Series A |
| Y Combinator | Seed, Series B, Accelerator, Series A |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 11, 2026
Crossed €100M in assets under management for Finary One.
- Jun 11, 2026
Launched Finary One, a private offering for portfolios over €1M.
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Finary Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Finary's valuation, stock price, and market status.
Is Finary a public or private company?
Finary is a private company.
What is the current stock price of Finary?
Finary is a private company, so its shares have no public market price. Caplight tracks Finary's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Finary worth (valuation)?
Finary's valuation is estimated at $53.0M based on funding round data.
Can I buy Finary stock?
Finary shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Finary's last funding round?
Finary's most recent funding round was Series B on September 18, 2025.
Who are the main investors in Finary?
Key investors in Finary include PayPal Ventures, Speedinvest, Y Combinator.
Will Finary IPO soon?
No public IPO plans have been announced for Finary.
How can I track Finary secondary market activity?
Caplight tracks bids, offers, and trades in Finary's shares on secondary markets.