Finary
Application for tracking and managing personal wealth, budget and investments.
Finary is a personal finance application that connects to users' accounts to track overall net worth in one place. It addresses the problem of managing fragmented finances by consolidating assets, income, and expenses, while also helping users review fees, recurring subscriptions, and investments.
Core features include net worth tracking, automated budget management, a fee scanner, a subscription scanner, passive income and dividend tracking, and portfolio diversification analysis by geography, sector, and market segment. Investment capabilities cover crypto buying and selling, crypto prices and charts, CTO and PEA accounts, and Finary Life life insurance with access to over 700 unit-linked funds. An AI connector lets users query their portfolio. Finary One provides private wealth management, and the platform offers tools such as wealth, budget, compound interest, mortgage credit, and insurance fee simulators.
Finary is available in French, English, and Spanish. It is packaged into three editions: Finary Lite for tracking personal wealth in one place, Finary Plus for growing personal wealth and managing a budget, and Finary Pro for managing professional and personal wealth together. A referral program offers a free month of Finary Premium.
12 alternatives to Finary
Ranked by how well each tool replaces Finary: shared features, audience, price and popularity.
A local-first personal finance tool for tracking net worth and budgets.
Covers 1 of 15 key features.
Free plan67 out of 100 matchFree- 60 out of 100 matchFree
AI wealth manager that monitors your accounts and suggests moves for approval.
Covers 0 of 15 key features.
Free plan57 out of 100 match$20/mo- 57 out of 100 match$67/mo
- 57 out of 100 match$40/mo
- 56 out of 100 match$175/mo
- 56 out of 100 match$10.75/mo
A collaborative financial planning platform where you work with friends, family, and other
Covers 0 of 15 key features.
55 out of 100 match—- 55 out of 100 matchFree
- 54 out of 100 match$14.99/mo
Mobile app for managing personal finances across multiple bank accounts.
Covers 0 of 15 key features.
Free plan54 out of 100 matchFreeTrack monthly spending and work toward your financial goals.
Covers 0 of 15 key features and is open source.
Open source54 out of 100 match—