Case Study: Finary achieves real-time consolidated wealth management with Powens

Finary uses Bank and Wealth to provide a consolidated view of a customer’s wealth

Finary, a French online wealth management platform, was created to solve the problem of tracking widely diversified assets in one place. Using Powens’ Bank and Wealth products, Finary set out to help users aggregate bank accounts, investment accounts, and alternative assets so they could manage their investments independently without relying on spreadsheets or a wealth manager.

With Powens, Finary built a 100% online solution that provides real-time consolidated views of users’ wealth, custom dashboards, and investment insights. The partnership helped Finary scale quickly, reaching 30,000 users by 2022 and tracking €25 billion in assets, with access to 25,000 banks and investment platforms.

Finary

Mounir Laggoune

Co-founder