Finary vs FundCount
Finary
finary.com
FundCount
fundcount.comSide by side
| Figure | Finary | FundCount |
|---|---|---|
| Price from | €3.75/mo | $333.33/mo |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | Yes | Yes |
| Linux | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 5 | 17 |
| Spec score · Portfolio Management Software | 9.1 (#1) | 8.8 (#6) |
| Spec score · Stock Portfolio Management | 9.4 (#1) | 8.8 (#2) |
| Founded | 2020 | 1999 |
| Free plan | Yes | No |
| Headquarters | Paris, France | Barbados |
| Licence | The terms describe Finary software and databases as Finary property and grant only a non-exclusive, non-transferable SaaS-use licence, indicating a proprietary product. | An independent software directory classifies FundCount licensing as proprietary and lists cloud-hosted, on-premises, web, Windows and Linux deployment. |
| Performance reporting | Yes | Yes |
| Product | Finary provides an app for tracking and managing money, investments, and net worth in one place. | FundCount integrates portfolio, partnership, and general ledger accounting on one platform for investment analysis and reporting. |
| Security | Finary says banking credentials are handled by aggregator partners and account access is read-only, so it cannot initiate transactions. | FundCount provides a security and compliance center covering access, incident response, change management, subprocessors, penetration-test materials and audit reports, with some documents potentially requiring an NDA. |
| Support | The Android listing says assistance is available seven days a week, while Plus advertises priority support. | FundCount says its global offices provide over 16 hours of daily support. |
| What it does | Finary aggregates bank, brokerage, property, crypto, insurance and other assets into a single wealth dashboard and supports investment tracking. | FundCount combines portfolio accounting, partnership accounting and a general ledger for family offices, fund administrators, hedge funds and private-equity firms. |
Plans
Finary
- Finary Plus€149.99 a year
- Finary Pro€349.99 a year
- FreeFree
- Finary Lite€44.99 a year
- Finary Lite€54.99 a year
FundCount
- Single Family Office / Asset Owner$35,899 a year
- Multi-Family Office$26,950 a year
- Fund Admin Incubator$14,450 a year
- Fund Administration$26,950 a year
- Hedge Fund$35,899 a year
- Shadow Hedge Fund$35,899 a year
- Asset Management$35,899 a year
- Private Equity$38,389 a year
- FundCount Sandbox$499 a month
- High-Net-Worth Individual$4,000 a year
In their own words
Finary
Finary is an app for tracking money, investments, and net worth in one place. Its connectors can synchronize accounts from over 20,000 banks and institutions; users can also add assets and liabilities such as real estate, crypto, precious metals, and startup holdings. Portfolio tools report performance and break allocations down by geography, sector, and market segment. Budgeting features track income and expenses and help identify recurring costs. A fee scanner is designed to surface investment fees and lower-cost alternatives. Finary also offers crypto investing and Finary Life, an individual life-insurance contract insured by Generali Vie. The free plan costs 0.00 EUR and includes two linked accounts and two tracked goals. Lite is €54.99 a year, Plus €149.99 a year, and Pro €349.99 a year; each paid plan lists unlimited accounts and goals. Finary is available on Android, iOS, macOS, and the web. The company says it was founded in 2020 and is headquartered in Paris, France.
FundCount
FundCount combines portfolio, partnership, and general ledger accounting for investment analysis and reporting. Its portfolio engine covers listed securities, fixed income, OTC derivatives, private equity, real estate, and alternatives; partnership tools handle capital accounts, allocations, waterfalls, fees, and profit splits. Reporting ranges from tables and charts to complex visualizations, and client community members can access sample reports through the Report Encyclopedia. The ETL Importer accepts Excel, CSV, text, and XML, alongside interfaces with banks, brokers, and custodians. Deployment options include on-site, public or private cloud, and fully managed SaaS. The investor portal provides permissioned access, document delivery, and multi-factor authentication. FundCount says it serves family offices, fund administrators, hedge funds, and private equity firms. Plans start at $14,450/yr, with digital transformation and hosting fees additional. There is no free plan or trial; the company offers guided proof-of-concept sessions using prospective customers' own data and reports.