Découvrez le best-seller de Mounir "Investir pour être libre"
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WHY FINARY ONE?
We merge human expertise with cutting-edge technology and privileged access, ensuring that every decision amplifies your financial success. More than managing wealth, we empower you to shape a lasting financial legacy with full independence and transparency.
"Thanks to technology, we're lowering the threshold for accessing customized service. Where the best banks require a minimum of 5 million euros, we're dividing the entry ticket by 20."
Mounir Laggoune
CEO & Co-founder of Finary
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A "one-stop-shop" with 360° support
Maximize your wealth from €250,000 invested with a tailored service: defining your investor objectives, wealth analysis, personalized recommendations, and tax optimization.
The solutions praised by the Finary community
An objective selection of top insurers, asset managers, and financial solutions, backed by four years of analysis of the most successful portfolios, ensures optimal performance and full transparency.
Exclusive offers usually inaccessible
Privileged access to a Luxembourg life insurance contract, top-tier Private Equity solutions, and Lombard credit. With Finary One, you access a range of products reserved for wealthy clients.
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"Finary One opens the doors to financial advice that is objective and entirely personalized around your needs. You are at the heart of our approach."
Corentin Hué
Head of Finary One
premium experience
Finary One also federates an exclusive community of investors to extend the digital experience in person.
Schedule a meetingAccess a network of exceptional professionals – lawyers, notaries, accountants – and benefit from the expertise of the greatest experts.
Tax lawyer, ORWL Avocats
Notary & author of "Patrimonio"
Tax lawyer, Osborne Clarke
Finary One is a private wealth management service that combines human expertise and cutting-edge technology to optimize your assets from €250,000 invested, while ensuring transparency and independence.
Finary One offers access to private wealth management starting from €250,000, much lower than the entry ticket of traditional banks which often require €5 million. You benefit from a tailored service with transparent and degressive fees.
The 360° support includes defining your investor objectives, a comprehensive wealth analysis, personalized recommendations, and tax optimization, offering you a truly tailored service.
You have access to products usually reserved for wealthy clients, such as a Luxembourg life insurance contract, top-tier Private Equity solutions, and Lombard credit.
Finary One's fees are competitive, transparent, and degressive based on your invested amounts. You have the choice between fixed fees or retrocessions, and costs are known in advance to avoid any surprises.
Finary One offers objective, conflict-free advice that is fully aligned with your interests. Our advisors are dedicated solely to growing your wealth, ensuring complete transparency and independence in every decision.
The process begins with an in-depth meeting to assess your current financial situation and objectives. From there, a customized asset allocation strategy is tailored to your needs. Continuous support and monitoring follow to ensure the optimal performance of your portfolio.
