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Finary Wealth Tracking
Finary Wealth Tracking

Finary Wealth Tracking

ProductOperating Status: Currently Offered

Finary's wealth tracker aggregates users' investments across stocks, funds, crypto, and real estate.

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Overview

Finary's wealth-tracking dashboard is the free core of the company's platform, aggregating a user's investments and accounts in one view. It covers securities accounts, crypto wallets, real estate and other asset classes, updating holdings in real time as markets move.

The tracker serves as the acquisition surface for the company's subscription plans, with the plans page presenting budget control and portfolio-building tools among the features of its Finary Plus and Finary Lite tiers built on the same tracking engine.

Finary Wealth Tracking - Classification

Customer
  • Consumer
Tags
  • Fintech SaaS

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    Finary Crypto

  • Finary Connector logo

    Finary Connector

  • Finary Life logo

    Finary Life

  • Finary One logo

    Finary One

Finary Wealth Tracking - Direct Competitors

  • getquin

    getquin logo

    getquin Wealth Tracking

    getquin.com

  • Kubera

    Kubera logo

    Kubera Net Worth Tracker

    kubera.com

  • Parqet

    Parqet logo

    Parqet Portfolio Tracking

    parqet.com

  • Monarch Money

    Monarch Money logo

    Personal Finance App

    monarchmoney.com

  • Sharesight

    Sharesight logo

    Sharesight Portfolio Tracker

    sharesight.com

AttributeFinary Wealth Trackinggetquin Wealth TrackingKubera Net Worth TrackerParqet Portfolio TrackingPersonal Finance AppSharesight Portfolio Tracker
ProviderFinaryfinary.com37.5M raised · Series Bgetquingetquin.comKuberakubera.comParqetparqet.comMonarch Moneymonarchmoney.com19.8M raised · Series ASharesightsharesight.com
Founded202020172017201920192007
Sells ToConsumers—————
Pricing ModelRecurring, Software—————
OwnershipVenture Capital—————
Finary Wealth Tracking

Provider Finaryfinary.com37.5M raised · Series B

Founded 2020

Sells To Consumers

Pricing Model Recurring, Software

Ownership Venture Capital

getquin Wealth Tracking

Provider getquingetquin.com

Founded 2017

Sells To —

Pricing Model —

Ownership —

Kubera Net Worth Tracker

Provider Kuberakubera.com

Founded 2017

Sells To —

Pricing Model —

Ownership —

Parqet Portfolio Tracking

Provider Parqetparqet.com

Founded 2019

Sells To —

Pricing Model —

Ownership —

Personal Finance App

Provider Monarch Moneymonarchmoney.com19.8M raised · Series A

Founded 2019

Sells To —

Pricing Model —

Ownership —

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