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Finary

DefunctYC W21

New York City, US · Founded 2020 · Delaware corporation · 6 employees · 8 known investors

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Finary is a social platform where users can share investment portfolios, communicate with other investors, and discuss investment decisions together.

Also known as Finary.io

FintechCommunityUnited States of AmericaAmerica / Canada

Founders & leadership· Y Combinator alumni (W21)

Finary was founded in 2020 by Roger Cawdette, Darian Bhathena, Michael Liu, and Jack Phifer.

RCRoger Cawdette
Roger CawdetteFounderRoger Cawdette co-founded Finary (YC W21), a social platform for stock market discussion, and currently serves as CEO of Village Labs, which develops software for employee stock ownership plans. He studied Technological and Social Innovation at Harvard before leaving to participate in Y Combinator.
DBDarian Bhathena
Darian BhathenaFounderDarian Bhathena is a technical co-founder at Finary.
MLMichael Liu
Michael LiuFounderMichael Liu was a product manager at Duolingo and served as co-founder and chief product officer at Finary.
JPJack Phifer
Jack PhiferFounderJack Phifer is co-founder and COO at Finary.

Board

AMAditi Maliwal
Aditi MaliwalBoard directorGeneral Partner at Upfront Ventures

Investors · 8

BitpandareportedVienna

How we know: a partner's Signal profile · Not right? Tell us

HedosophiareportedLondon

How we know: finary.com · Not right? Tell us

LocalGlobereportedLondon

How we know: funding news · finary.com · Not right? Tell us

PayPal VenturesreportedSan Jose · $1M – $10M

How we know: funding news · finary.com · Not right? Tell us

Shapersreported

How we know: finary.com · Not right? Tell us

SpeedinvestreportedVienna · $5M – $30M

How we know: finary.com · open dataset · 5k.vc investor directory · Not right? Tell us

Upfront VenturesreportedLos Angeles · $1M – $10Mvia Aditi Maliwal · board

How we know: a partner's Signal profile · board seat on SEC Form D · Not right? Tell us

Funding

SEC filings, press & company announcements

$3.2M disclosed across 1 of 2 rounds · 2021–2025

▶$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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Frequently asked questions

What does Finary do?
Finary is a social platform where users can share investment portfolios, communicate with other investors, and discuss investment decisions together.
Who founded Finary?
Finary was founded by Roger Cawdette, Darian Bhathena, Michael Liu, Jack Phifer in 2020.
Who are Finary's investors?
Finary's investors include Y Combinator, Bitpanda, Hedosophia, LocalGlobe, PayPal Ventures, Shapers, Speedinvest, Upfront Ventures.
How much funding has Finary raised?
Finary has disclosed $3.2M raised across 1 of its 2 known rounds.
Where is Finary headquartered?
Finary is headquartered in New York City, US.