September 2025 Product Update
September was a big month for us - between our €25M Series B and the acquisition of Affluent, Finary made quite a few headlines. Our team, which keeps growing every day, remains laser-focused on our mission: empowering investors. Here’s what you may have missed.
👀 Track your Finary Life transactions directly in the app
Many of you have subscribed to a Finary Life insurance policy, and one of your top requests has been to get more visibility into your Generali investments.
That’s now possible — you can follow all the transactions made on your contract (one-off payments, scheduled contributions, withdrawals, etc.) directly in the “Stocks & Funds” section.
The team is already working on the next updates for Finary Life: soon, management actions will be available directly on our platform. We’re also developing a one-of-a-kind self-directed management option — more details coming soon…
💡 Be the first to know about your synchronization status
We’re introducing more transparency about the status of your banks and platforms. You’ll now see alerts if one of your connections encounters a problem.
Each institution will now display one of three statuses:
🟢 Operational – Everything is running smoothly
🟠 Unstable – Temporary connection issues detected
🔴 Incident – More than 50% of synchronizations are failing
These statuses are updated in real time, based on the synchronization success rate across all Finary users. This collective intelligence approach is a key step toward greater transparency and smoother account synchronization.
We’re also working on new improvements — for example, automatically notifying you once your institution is back online.
🔒 Safe and secure, always
Your data security is our top priority. Finary is built like a vault for your financial information. As our visibility grows, we’ve noticed an increase in fraudulent attempts from individuals posing as our team members.
From now on, all emails from Finary will display the blue Verified Brand checkmark, ensuring that we are indeed the sender.
This checkmark appears in email clients like Gmail. Please note that our team will never ask you to initiate deposits or withdrawals, make purchases or sales, or grant remote access to your computer. To learn more, check out this article.
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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.
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