Finary

API—OSS—FREEyesDOCS4/5
FI6.5#31 of 81
outWeb—WindowsoutMac—LinuxoutAndroidoutiOS

Ranked in Portfolio Management Software ·Free plan· paid from €4.58/mo

About

Finary is ranked #31 of 81 in portfolio management software on Inferse, made by Finary (Paris, France). It runs on Android, iOS, macOS, Web. There is a free plan. A free trial is offered. Paid plans start at €4.58/mo.

Compared on portfolio management software

Free plan
Yesfinary.com
Asset class coverage
multi_asset_alternativesfinary.com
Performance reporting
Yesfinary.com
Allocation analysis
Yesfinary.com

Facts

Product
Finary provides an app for tracking and managing money, investments, and net worth in one place.finary.com · 7 Oct 2026
Account connections
Finary says its connectors can synchronize accounts from over 20,000 banks and institutions.finary.com · 7 Oct 2026
Asset tracking
Users can add assets and liabilities, including real estate, crypto, precious metals, and startup holdings.help.finary.com · 7 Oct 2026
Portfolio insights
Finary offers performance tracking and portfolio breakdowns by geography, sector, and market segment.finary.com · 7 Oct 2026
Budgeting
Finary can track income and expenses and includes tools to identify recurring expenses.finary.com · 7 Oct 2026
Fee analysis
Its fee scanner is designed to identify hidden investment fees and find lower-cost alternatives.finary.com · 7 Oct 2026
Investing
Finary offers crypto investing and describes Finary Life as an individual life-insurance contract insured by Generali Vie.finary.com · 7 Oct 2026
Security
Finary says banking credentials are handled by aggregator partners and account access is read-only, so it cannot initiate transactions.finary.com · 7 Oct 2026
Data protection
Finary says its platform runs in European Google Cloud zones, uses TLS for communications and AES-256 encryption at rest, and undergoes external audits and penetration tests.finary.com · 7 Oct 2026
Compliance
Finary states that it is authorized as a crypto-asset service provider by the AMF under MiCA, authorization A2026-026 / N2026-008.finary.com · 7 Oct 2026
Support
Paid plans list priority support, and Finary provides a Help Center and contact email for assistance.finary.com · 7 Oct 2026
Plan limits
The free plan includes two linked accounts and two tracked goals, while Lite, Plus, and Pro list unlimited accounts and tracked goals.finary.com · 7 Oct 2026
Company
Finary says it launched in 2021 and its headquarters are in Paris.finary.com · 7 Oct 2026

Company

Founded
2020finary.com · 28 Sept 2026
Headquarters
Paris, Francefinary.com · 28 Sept 2026

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Where it ranks on Inferse

Sources