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Finary vs Income Discovery

Finary logo
FinaryWealth Management
$59/yearPublished price
Income Discovery logo
Income DiscoveryFinancial Planning & Analysis
CustomPublished price
Finary logo
Finary
Wealth Management

Investir et gérer son patrimoine

Income Discovery logo
Income Discovery
Financial Planning & Analysis

No sliders. No spreadsheets. No guesswork.

Overview
CategoryWealth ManagementFinancial Planning & Analysis
What it isWealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.Retirement income planning and Social Security optimization software for advisors.
Pricing
Published price$59/year
Finary publishes a free plan and annual paid tiers starting at EUR 54.99/year, shown as EUR 1.05/week. Plus is EUR 149.99/year and Pro is EUR 349.99/year; trial language on the pr…
Custom
No public pricing. Enterprise retirement income planning software sold to institutions via enterprise sales; serves firms analyzing at least ~1,000 retirement income cases/year. C…
Pricing modelTiered plansCustom quote
Free optionsFree plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20202013
Team size11-50 employees11-50 employees
HeadquartersParis, FranceNew York, NY

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