Finary is a personal finance application that helps users track their wealth, manage budgets, and invest from one account. It offers consumer products for portfolio monitoring, fee analysis, dividend tracking, and crypto trading, plus separate services for professional wealth and private wealth management. The site says more than 1 million users connect over 20,000 banks, brokers, and crypto platforms, and Finary Life is insured by Generali Vie.
Co-Founder
245 8th Ave #1053, New York City, New York 10011, United States
Finary primarily focuses on the wealth management industry, providing services that allow users to track their assets, optimize investments, and manage finances, including cryptocurrency investments.
Finary's main competitors in the wealth management and asset tracking market include:
Vyzer: A digital platform that specializes in smart wealth management, offering tools for automating investment tracking and analyzing financial data. Its focus on automation provides efficiency for users managing multiple investments.
Colbr: This fintech company provides digital private banking and wealth management services, appealing to high-net-worth individuals with personalized financial solutions.
Strabo: A cloud-based financial platform that offers comprehensive asset management solutions with a customizable investment dashboard, advantageous for users with diverse investments across multiple currencies.
Exirio: Specializes in tracking investments across various assets and currencies, offering a free app that is user-friendly, attracting individuals looking for straightforward wealth management tools.
Figg: Utilizes AI to provide financial insights and asset management services, appealing to tech-savvy investors with advanced analytics and real-time valuations.
Kubera: Helps users track their net worth and securely store important documents, with features for estate planning, which is a notable advantage.
HaHa Crypto: Focuses on cryptocurrency assets, allowing users to track their crypto holdings across multiple exchanges, making it ideal for crypto investors.
Delta 3.0: A cryptocurrency tracker that provides detailed investment analytics, including profit and loss insights, beneficial for users wanting to stay informed about market trends.
Personal Capital: A well-established wealth data aggregation platform with significant funding, offering extensive financial planning tools.
Perfios: Focuses on real-time credit decisioning and data aggregation APIs, catering to users needing credit-related insights.
Gorila: A wealth data aggregation platform with a regional focus in Brazil, providing localized services.
These competitors highlight a range of services from automation and private banking to AI-driven insights, catering to different segments of the wealth management market.