About Finary
Finary is a company based in San Francisco (United States) founded in 2020. Finary has raised $3.33 million across 2 funding rounds from investors including Y Combinator, Dash Fund and Lenny Rachitsky. The company has 6 employees. Finary operates in a competitive market with competitors including eToro, CommonStock, Covestor, AfterHour and dub, among others.
- Total Equity Funding$3.33M (USD)
in 2 rounds
- Latest Funding Round$125K (USD), Seed
Jun 2021
- InvestorsY Combinator
& 7 more
- Employee Count6
Funding Insights of Finary
Finary has successfully raised a total of $3.33M across 2 strategic funding rounds. The most recent funding activity was a Seed round of $125 thousand completed in June 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $3.33M
- Total Rounds 2
- Last Round Seed — $125,000
- First Round $3.2M
(Apr 2021)
- Investors Count 8
All 2 funding rounds of Finary with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2021 | $125,000 | Seed | – | Y Combinator | – |
| Apr 2021 | $3.2M | Seed | – | Aditi Maliwal |
8 investors in total: 2 institutional and 6 angel.
Investors in Finary
Finary has secured backing from 8 investors, including venture fund and angel investors. Prominent investors backing the company include Y Combinator, Dash Fund and Lenny Rachitsky.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Early-stage startups are accelerated via funding and educational programs. | – | ycombinator.com | Mountain View, United States | |
Dash Fund is focused on backing FinTech startups. | – | dashfund.co | San Francisco, United States | |
LR Lenny Rachitsky | Angel investor, newsletter author, ex-Airbnb product lead, startup advisor | – | unknown_1a315978189a46bb8 | - |
JB James Beshara | Angel investor, entrepreneur, co-founder of Tilt, active in Indian startup ecosystem | – | unknown_ba25d3e4915e46e38 | - |
DP Daniel Pourasghar | Angel investor and startup advisor with focus on Indian tech ecosystem. | – | unknown_5c09fcd80b2541cd9 | - |
EC Eden Chen | Indian angel investor, active in tech startups, based in India. | – | unknown_e7fd50e4d4d14d998 | - |
AH Austin Hankwitz | - | – | unknown_dd9018f39502461b9 | - |
AM Aditi Maliwal | Angel investor, partner at Upaya Social Ventures, focuses on social impact | – | unknown_4a37b8c03d834ef2b | - |
Investor details for Finary
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Finary
1 people are tracked at Finary (1 in leadership); the tracked headcount is 6.
| Name | Role | Group |
|---|---|---|
Roger Cawdette | Co-Founder & CEO | Leadership |
Complete people profiles for Finary
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of Finary
3 dated milestones of Finary across 1 years, from founding to its latest funding, stage changes and deals.
- Founded Finary is founded.
- Funding First funding round of $3.2M.
- Funding Latest funding round, Seed, of $125K.
Competitors of Finary
Finary operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as eToro, CommonStock, Covestor, AfterHour and dub, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| etoro.com | 2007 | Tel Aviv, Israel | $422.94M | – | Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | |
| commonstock.com | 2001 | San Francisco, United States | $36.5M | – | Platform to invest in stock market in a group | |
| covestor.com | 2005 | London, United Kingdom | $28.11M | 10 | Social trading platform for stocks | |
| afterhour.com | 2022 | San Francisco, United States | $4.5M | 5 | App-based social trading platform | |
| dubapp.com | 2021 | New York, United States | $45M | – | Online platform for portfolio management | |
| enombic.com | 2019 | Palo Alto, United States | $150,000 | – | Online social investment platform for indices | |
| rainplatforms.com | 2018 | Austin, United States | $2.01M | – | Automated social investing and trading platform is provided for users. | |
| follow.co | 2021 | San Francisco, United States | $9M | – | Platform for financial influencers to share their investment commentary directly with their followers and fans | |
| instavest.com | 2014 | San Francisco, United States | $1.82M | – | A collaborative network for investing. |
Detailed competitors of Finary
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Verified entity values are shown only after access is granted.
Latest news on Finary
Complete news archive for Finary
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Finary
10 companies that operate in the same segment as Finary (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Finary
Finary was founded in 2020 and raised its 1st funding round 1 year after it was founded.
Finary is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Finary is a funded company, having raised a total of $3.33M across 2 funding rounds to date. The company's 1st funding round was a Seed of $3.2M, raised on Apr 2021.
Finary has 6 employees.
Finary was founded in 2020 in San Francisco, United States, as a fintech platform focused on social trading for stock market assets. Communities of investors with aligned interests, styles, and goals are enabled to connect. Messaging for investment ideas is supported, along with portfolio visibility and collaborative trading. Market event updates pertinent to user portfolios are provided through the platform.
Finary has 8 investors. Key investors include Y Combinator, Dash Fund, Lenny Rachitsky, James Beshara, and Daniel Pourasghar.