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Finary One
Finary One

Finary One

ServiceOperating Status: Currently Offered

Finary One is Finary's private wealth management service for clients starting from one million euros.

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Overview

Finary One is the private wealth management service offered by Paris fintech Finary, combining its investment platform with personalized advice from a dedicated team. The service is built for portfolios starting from one million euros and is delivered remotely to clients in France and Europe.

Its solutions page lists portfolio optimization, exclusive investment solutions, and a dedicated Finary One team, with the company's technology stack serving as the core of the practice. The service extends Finary's retail app toward the higher end of its client base, alongside the platform's free tracking tools.

Finary One - Classification

Customer
  • High Net Worth Individuals
Tags
  • Fintech SaaS

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Finary One - Direct Competitors

  • Nalo

    Nalo logo

    Nalo Patrimoine

    nalo.fr

  • Ramify

    Ramify logo

    Ramify Assurance Vie

    ramify.fr

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    Yomoni logo

    Yomoni Vie

    yomoni.fr

  • ZUWAX

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    ZUWAX Wealth Management

    zuwax.net

AttributeFinary OneNalo PatrimoineRamify Assurance VieYomoni VieZUWAX Wealth Management
ProviderFinaryfinary.com37.5M raised · Series BNalonalo.frRamifyramify.frYomoniyomoni.frZUWAXzuwax.net
Founded20202017201920152016
Sells ToConsumers————
Pricing ModelRecurring, Software————
OwnershipVenture Capital————
Finary One

Provider Finaryfinary.com37.5M raised · Series B

Founded 2020

Sells To Consumers

Pricing Model Recurring, Software

Ownership Venture Capital

Nalo Patrimoine

Provider Nalonalo.fr

Founded 2017

Sells To —

Pricing Model —

Ownership —

Ramify Assurance Vie

Provider Ramifyramify.fr

Founded 2019

Sells To —

Pricing Model —

Ownership —

Yomoni Vie

Provider Yomoniyomoni.fr

Founded 2015

Sells To —

Pricing Model —

Ownership —

ZUWAX Wealth Management

Provider ZUWAXzuwax.net

Founded 2016

Sells To —

Pricing Model —

Ownership —

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