Finary One

Finary was born out of two challenges I personally faced. First, I had no tool to track my wealth. Second, the support offered by traditional financial advisors was overly commercial and outdated, far from what I was looking for. My friend (and future co-founder) Julien shared the same observations. So, in 2020, we set out to create the best platform for tracking, managing, and investing in your money. Today, 350,000 investors like you use Finary.

Now, we’re tackling the second challenge by revolutionizing Wealth Management. Let me introuduce Finary One.

A pressing need

In a time of increasing political and economic uncertainty, investors need wealth management support that aligns with their goals, responds quickly, and is free from bias. Over the past 12 months, I’ve analyzed over 75 portfolios on our YouTube channel. With 5 million views, this format has become a finance must-watch.

Since then, thousands of investors have reached out to me, asking for wealth management support with Finary’s DNA: transparent, modern, and efficient. Whether they’re business owners, executives, or doctors, they all share the need to take control of their finances. Finary One is our answer to that need.

A unique offering

Finary One is a personalized, all-inclusive wealth management service. It’s the service I wished existed when I created Finary. It covers all the needs of an investor:

• Defining investment goals
• Wealth analysis
• Personalized recommendations
• Financial and tax optimization

I wanted someone who shared our values to lead Finary One, and I found that in Corentin Hué. He’s a former private banker at Oddo and tax specialist at a family office. Corentin and his team are bringing their expertise to serve Finary clients.

By analyzing the top portfolios on our platform over the past four years, we’ve carefully selected high-end solutions. Our clients will have access to the best insurers, wealth managers, and financial products, combining performance with security.

Finary One clients will benefit from our new Luxembourg-based life insurance contract, top-tier credit solutions, and leading private equity options. They’ll also have access to a network of experts, including lawyers, notaries, and accountants, all meeting Finary One’s strict standards.

Our community has been crucial to our success from the start, and they will continue to play a major role in the Finary One experience. Clients will have access to an exclusive community of investors, extending their experience in person.

Objective advice

Becoming a Finary One client means receiving 100% objective advice. Just like our platform subscriptions, we align our interests with those of our clients by offering them a choice in pricing.

Finary One clients can choose our private wealth management subscription. Its fully personalized pricing lets them know the cost upfront. They can also opt for traditional fees, which decrease based on the amount invested.

The choice of pricing is made after receiving a proposal and will not impact the solutions we offer. In all cases, clients will know the costs in advance, with no surprises at the end of the year.

A stellar launch

Our first clients have already joined Finary One, and their feedback has been fantastic. Due to high demand, we’ve implemented a waitlist, with Finary Premium clients receiving priority access. Finary One is available to investors with at least €250,000 in investable assets.

Click below to join!‍


My vision is that, over time, all investors will benefit from personalized wealth management. The methods, expertise, and insights from Finary One will be shared on the platform in the months and years to come, allowing all our users to benefit.

*Investing involves risks, learn more.

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