After exiting our previous companies in 2019, we (Mounir and Julien) started taking investing seriously. Mounir has a finance background but had no real investment strategy at that time. Julien has an engineering background and built his financial culture himself.
Hence, we decided to try all existing solutions: financial advisors, private banks, wealth advisors, Robo advisors... So-called advisors were mostly salespeople, and there was absolutely NO tech involved in anything. The space was broken - it was time to fix it.
- 2020: We built the MVP in a couple of weeks and shared it with our friends. The feedback was excellent, so took the plunge and created a company.
Finary demo dashboard (1).mov
- 2021: We built Track, the new standard for portfolio tracking & which offers the most powerful decision-making tools on the market. We also launched our App, raise a Series A and tripled our team!
- 2022: We crossed 100K users, raised our Series A and broke all crowdfunding records. Product-wise, we improved Track and launched Predict. We also secured our crypto-broker license in France. Users can build their financial roadmap.
- 2023: found product-market fit, crossed 1M€ ARR and launched our crypto investing platform.
- 2024: hit escape velocity on Youtube, improved the core components of of platform (track, budget, invest) and grew ARR to over €5m (+380% YoY)
- 2025: raised our 25M€ Series B, acquired our first company (Affluent), launched a new investment product (Finary Life) and doubled ARR.
68c926d28cf0554bdb44aa30_FR_v2.avif
- 2026: the year the one-stop-shop became real. The AMF granted us our Investment Firm license, then our MiCA license in July, which makes Finary one of the very few French platforms holding both. We now offer stocks, ETFs and crypto on a single regulated platform, at the very moment Europe consolidates around licensed players.
- 2027 and beyond: we build on those licenses to launch more products at better prices, and to serve clients across all of Europe.
