Solution introduction

Finary allows you to navigate the markets by centralizing your investments

We provide an effective way for you to get a clear overview of your asset allocation, especially if you invest in many different asset classes

Multi-asset tracking
Forget about spreadsheets, Finary handles all investments: Stocks, Crypto, Real Estate, and even your Gold bars. Values are automatically updated in real-time.

Secure by design
We apply Bank-Level security. We don't store your banking credentials and have read-only access. We cannot move funds or initiate transfers. Your data is only accessed if you require assistance and have consented.

Learn from other investors
The community is the heart of Finary. Share insights, discuss investment ideas and vote on new features. First-timers or veteran investors, you are all welcome

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.