June 2025 Product Update

June brings its share of new features and improvements. Once again, we’ve focused our efforts on enhancing Finary’s core experience: portfolio tracking. On the investment side, there’s plenty of good news worth sharing.

✨ Seeking data perfection

Notice something wrong in your portfolio? You can now report an issue on a specific asset directly from the app or website — whether it’s an incorrect price, wrong quantity, or inconsistent name. Each report is reviewed by our team and helps improve data quality for the entire Finary community.

It’s an important step toward more reliable, transparent, and up-to-date data. Together, let’s build the most accurate wealth tracking experience 💪

‍

Bitcoin has just set a new all-time record: over $122,000! Will it continue to rise or fall? It's impossible to say.

And that's why, at Finary, we built Crypto Savings Plan — so you can invest without guessing!You invest automatically, at your own pace, to smooth out price swings and grow your portfolio over time. For example: if you’d started investing €300 per month since July 1, 2024, you’d now be sitting on a +40% gain — that’s €2,347 in profit in under a year^*.

🏛️ Your bank accounts now have their own pages

No more switching between banking apps to find what you need.

Each synced bank account in Finary now comes with its own dedicated page, where you’ll find the IBAN, interest rate, and a full list of associated transactions.

Need to make a transfer? All your IBANs are now centralized in one app, accessible in just one click.

This feature, already available on mobile, will soon be released on the Web app.

🚀 Get a +1.6% Net Boost on the Netissima Euro Fund

Summer is off to a strong start for your savings. Until July 31, 2025, enjoy a +1.6% net¹ boost on Generali’s Netissima euro fund, in addition to the base return for the years 2025 and 2026.

This exclusive offer is available through Finary Life, our 100% online life insurance policy, powered by Finary’s technology.

Key information:

• Eligible payments: until July 31, 2025 (inclusive)
• No obligation to invest in unit-linked supports (UC)
• Maximum amount: €1 million on the Netissima euro fund
• Total return capped at 5.35% gross¹ (including management fees)

Not eligible:

• Scheduled recurring payments
• Transfers under the Pacte law framework
• Redemptions from another Generali policy

¹ The profit-sharing rate is provided for illustrative purposes only and is not contractually binding. Excludes social contributions and taxes. The +1.6% net boost applies to payments made between June 1 and July 31, 2025 on the Netissima fund, for the years 2025 and 2026. Payments must not come from internal transfers or redemptions of existing Generali contracts. Past performance is not indicative of future results.

💎 Finary One Shifts Into High Gear

Finary One is next-generation private wealth management—designed for those who want to stay in control of their financial decisions.

Just a few months after its launch, we’re expanding our team with the arrival of Marie Fillières (formerly at Rothschild & Co) and Alexis Lecanu (formerly at Carat Capital and KPMG) as Wealth Advisors. Their combined expertise in private banking and wealth management strengthens our core promise: exceptional human guidance, powered by Finary’s technology.

Curious to see how Finary One can help you structure your wealth?

👉 Join us now and speak with our private wealth managers – service available for portfolios starting at €500,000.

☝️ Join the adventure!

The Finary team keeps growing! We are currently hiring for 17 positions, including:

• Fullstack Engineer
• Software Engineer
• Head of Growth
• Head of Compliance
• Wealth Advisor
• Senior Product Manager
• And more

Feel free to apply or forward the job descriptions to your friends!

Thank you for reading this newsletter. I regularly share my analyses to help you better manage your wealth and Finary news on Instagram, X and LinkedIn, follow me !

‍

Finary SAS, a member of the National Chamber of Wealth Management Advisors, has a share capital of €1,625,000 and is registered with the Paris Trade and Companies Register under number 892 357 724. Its headquarters are located at 58 rue de Monceau, 75380 Paris 8. Finary SAS operates as a Financial Investment Advisor (CIF) and Insurance Broker, registered with Orias under number 21001279, and is a member of the National Chamber of Wealth Management Advisors, an association accredited by the French Financial Markets Authority (AMF), with financial guarantees provided by Assurances Mutuelles MMA IARD.

^*Investing may carry risks, particularly of capital loss (more or less significant depending on the nature of the investment) and no guarantee of performance, but may offer the prospect of higher returns in return for these risks.

**This advertisement does not constitute an offer or personalized advice. It has no contractual value. For complete and personalized information, please refer to the regulatory documentation of the contract, including the general terms and the information notice.