Finary
YC W21 ↗New York City, US · Founded 2020 · Delaware corporation · 6 employees · Inactive · 4 known investors
Finary is a social platform where users can share investment portfolios, communicate with other investors, and discuss investment decisions together.
Founders & leadership· Y Combinator alumni (W21)
RC
Roger CawdetteinCo-Founder & CEO
DB
Darian BhathenainFounder
ML
Michael Liuin𝕏Founder
JP
Jack PhiferinFounder
AM
Aditi MaliwalDirector
Investors · 4
Reported raises · per SEC filings
Form D private placements▶$3.2MraisedMay 2021 · 12 investors · InvestingRule 506(b)
▶$3.2MraisedMay 2021 · 12 investors · Investing
Rule 506(b)Officers, directors & promoters on the filing
- Jackson PhiferExecutive Officer, Director
- Roger CawdetteExecutive Officer, Director
- Aditi MaliwalDirector
- Darian BhathenaExecutive Officer
- Michael LiuExecutive Officer, Director
- Offering amount
- $3.3M
- Amount sold
- $3.2M
- First sale
- Mar 2021
- Incorporated
- Corporation, Delaware, 2020
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
In the news
- Wealth app Finary raises €25m in Series B led by PayPalfintech.global · 2025
- Finary Raises $29.37M Series B to Redefine Money Management with AIventureburn.com · 2025
- Paris-based wealthtech Finary raises €25M Series B to scale Europe-wide — TFNtechfundingnews.com · 2025
- Finary gets serious: Paris FinTech lands €25 million for AI-powered wealth tools and expand across Europe | EU-Startupseu-startups.com · 2025
- Finary raises a €25 million Series Bfinary.com · 2025
