# Finary

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/finary-2

- Industry: Software
- Headquarters: New York, US
- Website: www.finary.io
- Total disclosed funding: $3.2M
- Latest round: Seed (Apr 9, 2021)
- Investors on record: 2

## About

Based in New York, US, and founded in 2020, Finary, Inc. operates as a developer of a social investment platform for investors where users can discuss stocks and investment ideas, find connections, view connections' portfolios, and make market trades. The company was founded by CEO Roger Cawdette, Jack Phifer, Michael Liu, and Darian Bhathena. In 2021, the company raised Seed funding from Upfront Ventures, Dash Fund, and individual investors.

Finary, Inc.'s developers create the social platform for investing targeted at gen z and millennial investors. The platform has a messaging function where friends can chat and discuss investing ideas, see each other's portfolios, and make trades together. The platform also has its front page where the users/investors can join communities with shared interests, trading styles, and goals, and a function where users can receive news updates relevant to the investor's portfolio.

Finary, Inc. plans to exit its beta version and create a waitlist for its live product.

## Funding rounds

- Seed, Apr 9, 2021, $3.2M — Upfront, Dash Fund

## Investors

- Upfront (https://capitalatlas.ai/funds/upfront) — Seed
- Dash Fund (https://capitalatlas.ai/funds/dash-fund) — Seed