These applications that dust off wealth management

Cryptocurrencies, SCPIs, unlisted securities, precious metals… the diversification of assets and the arrival of a new generation of investors are aging traditional wealth management tools. Goodbye Excel tables, web platforms are emerging to monitor values ​​of all kinds in real time on a single terminal. Inspired by certain American applications, they are designed to appeal to Millennials, a younger audience than that usually reached by traditional players in private finance.

Created at the end of 2020 by Mounir Laggoune and Julien Blancher, Finary is one of these young shoots who aim to “dust off” the sector using algorithms and “machine learning”. Supported by platform58, the fintech incubator of La Banque Postale, the Parisian start-up has just completed a first funding round of 2.2 million euros with the Austrian fund Speedinvest with the participation of Y Combinator, Kima Ventures and several business angels, including Raphaël Vullierme, co-founder of insurtech Luko.

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