OverviewSuggest Edit

Finary is a company developing a social investing platform. Its platform enables an investor to chat with friends about their portfolio, discover new investing communities, and make trades on the market. The company aims to help investors to connect their accounts and execute trades directly.
HQNew York City, NY, US

Latest Updates

Employees (est.) (Jun 2022)12(-7%)
Cybersecurity ratingBMore
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Key People/Management at Finary

Roger Cawdette

Roger Cawdette

Co-Founder and CEO
Darian Bhathena

Darian Bhathena

Co-Founder and CTO
Jack Phifer

Jack Phifer

Michael Liu

Michael Liu

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Finary Office Locations

Finary has an office in New York City
New York City, NY, US (HQ)
245 8th Ave #1053
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Finary Financials and Metrics

Summary Metrics

Founding Date


Finary total Funding

$3.2 m

Finary latest funding size

$3.17 m

Time since last funding

a year ago

Finary investors

Finary's latest funding round in May 2021 was reported to be $3.2 m. In total, Finary has raised $3.2 m
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Finary Cybersecurity Score

Cybersecurity ratingPremium dataset



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Finary Online and Social Media Presence

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Finary News and Updates

Parisian fintech Finary picks up €2.1 million from its community in 21 minutes

French fintech Finary has raised a €2.1 million funding from its community via Crowdcube, the European marketplace for retail investment into private companies. The community funding, raised in just 2...

Finary wants to reimagine private banking

French startup Finary has raised a $9 million Series A round (€8 million). The company has built a comprehensive aggregator so that wealthy individuals can get the full picture when it comes to tracking wealth. And that means that Finary isn’t restricted to bank accounts. You can track a lot of asse…

Finary Frequently Asked Questions

  • When was Finary founded?

    Finary was founded in 2020.

  • Who are Finary key executives?

    Finary's key executives are Roger Cawdette, Darian Bhathena and Jack Phifer.

  • How many employees does Finary have?

    Finary has 12 employees.

  • Who are Finary competitors?

    Competitors of Finary include Fiduecuador Administradora De Fondos Y Fideicomisos, and Solidify.

  • Where is Finary headquarters?

    Finary headquarters is located at 245 8th Ave #1053, New York City.

  • Where are Finary offices?

    Finary has an office in New York City.

  • How many offices does Finary have?

    Finary has 1 office.