Finary

Finary is a wealth management and portfolio tracking platform designed for retail and private investors. Founded in 2020 by Mounir Laggoune and Julien Blancher, the platform enables users to track, optimize, and manage their total net worth across thousands of connected financial institutions, including traditional bank accounts, stock brokerages, real estate, cryptocurrencies, and alternative assets. Finary offers real-time asset performance analytics, hidden fee tracking, and personalized private wealth management services.