Fundraising Fox

Finary

DefunctYC W21

New York City, US · Founded 2020 · Delaware corporation · 6 employees · 7 known investors

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 CawdetteinCo-Founder & CEORoger 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 BhathenainFounderDarian Bhathena is a technical co-founder at Finary.
MLMichael Liu
Michael Liuin𝕏FounderMichael Liu was a product manager at Duolingo and served as co-founder and chief product officer at Finary.
JPJack Phifer
Jack PhiferinFounderJack Phifer is co-founder and COO at Finary.

Board

AMAditi Maliwal
Aditi Maliwalin𝕏Board directorGeneral Partner at Upfront Ventures

Investors · 7

Y CombinatorSan Francisco · $500K
HedosophiareportedLondon
LocalGlobereported · 2 sourcesLondon
PayPal Venturesreported · 2 sourcesSan Jose · $1M – $10M
Shapersreported
SpeedinvestreportedVienna · $5M – $30M
Upfront VenturesreportedLos Angeles · $1M – $10Mvia Aditi Maliwal · board

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.

In the news

Wealth app Finary raises €25m in Series B led by PayPalfintech.global · Sep 2025Finary Raises $29.37M Series B to Redefine Money Management with AIventureburn.com · Sep 2025Paris-based wealthtech Finary raises €25M Series B to scale Europe-wide — TFNtechfundingnews.com · Sep 2025Finary gets serious: Paris FinTech lands €25 million for AI-powered wealth tools and expand across Europe | EU-Startupseu-startups.com · Sep 2025Finary raises a €25 million Series Bfinary.com · Sep 2025

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, 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.