Finary referral programme 2026: 1 month of Premium, conditions and limits
Let us be precise from the first line: as checked on 12/08/2026, the Finary referral programme offers 1 month of Finary Premium to the referrer and the referred friend. The important condition is not hidden: the referred friend must sign up through the link or code, then synchronise 2 different institutions.
The manually verified Finary referral code, official link and current terms:
View the Finary referral offer →This transparency remains necessary because the programme may change. If you come across an article showing an amount or an old condition without a recent date, be wary. The official Finary page and help centre are authoritative at the time of registration.
What exactly is Finary?
Finary is a French wealth aggregator. It starts with a problem familiar to many investors: having their wealth scattered across five different interfaces. The broker's app for shares, the life insurance portal, the bank's website, a crypto tracker and an Excel spreadsheet for property. As a result, no one ever has a true overview of their situation.
Finary brings all of this together in a single dashboard. Bank accounts, share and ETF portfolios, life insurance, SCPIs, property and cryptocurrencies: the tool connects to different institutions through banking aggregators on a read-only basis and displays a consolidated view of your net wealth. Finary reports more than 1 million users and more than 20,000 compatible banks, brokers and platforms on its official pages viewed on 12/08/2026.
One essential point to understand before telling anyone about it: Finary is not a broker. You do not buy or sell anything through it. It is a visualisation, performance tracking and analysis tool. Confusion about this is common, and it is precisely what causes disappointment after registration.
The referral programme: reward and actual condition
| Referrer | Referred friend | |
|---|---|---|
| Reward | 1 month of Finary Premium | 1 month of Finary Premium |
| Key condition | Approved referred friend | Registration through link or code + 2 different institutions synchronised |
| Source | Finary referral page | Finary help centre |
Two accounts held with the same bank are not enough: Finary specifically states 2 different institutions. Another official restriction is that the free months do not apply to subscriptions taken out through iOS or Android, because billing is then handled by Apple or Google.
For the referrer: check first, share afterwards
The process is simple, but you need to check before sharing. Before sending anything, review the current conditions on the Finary referral page, because those are what count, not what a blog article may have said six months ago.
Then retrieve your link from your Finary account; it is tracked in your name. Next, target the right audience. Finary is only useful to someone whose wealth is already spread across several products: a PEA with a broker, life insurance, a property and perhaps some crypto. Someone who only has a Livret A will get nothing from it and will not remain a user. The ideal referred friend is someone who switches between several interfaces and dreams of a single dashboard.
Take two precautions when sharing. First, explain what Finary actually does (displaying investments, not making them) to avoid disappointing a contact who thought they were opening a trading account. Second, state the conditions you personally checked on the website, not an approximate figure.
For the referred friend: signing up correctly
If someone has sent you a Finary referral link, click it directly. Do not create your account by visiting finary.com separately, otherwise the referral will not be tracked and no one will receive anything.
Creating an account is quick (email, password and a few profile details). Finary only really becomes useful once your accounts are connected: start with your main bank or share portfolio, then explore the dashboard (asset allocation, performance and changes in net wealth). Under the conditions checked on 12/08/2026, approval mainly depends on synchronising 2 different institutions. Check in your account area that your registration has been correctly linked to the referrer's link or code.
My considered opinion
I have not tested this programme myself; what follows is based on public user feedback and the very nature of the tool.
Fundamentally, Finary addresses a genuine need. The complexity of individuals' wealth has increased dramatically in recent years (PEA, CTO, life insurance, SCPIs, crypto), and very few people have a tool for tracking all of it consistently. Finary is one of the few French services seriously tackling this problem, and the quality of its interface is often mentioned in French-speaking investor communities.
As for the referral programme, the key issue is structural: the 2-institution requirement is easy to miss. The month of Premium is clear, but a referred friend who connects two accounts at the same bank may fail to validate the offer. This is the detail you need to explain before sharing the link.
Finary compared with related tools
| Tool | Type | Referral reward | Target audience |
|---|---|---|---|
| Finary | Wealth aggregator | 1 month of Premium | Multi-asset investors |
| Trade Republic | Share/ETF broker | €5 to €200 share for the referred friend | Beginner or active investors |
| Snowball | Personal finance media | 0.5% bonus over 3 months | Passive ETF investors |
| Linxea | Online life insurance | Varies by contract | Long-term savers |
Trade Republic is complementary, not a competitor: it is a broker used for buying and selling, whereas Finary is used for tracking. Many investors use one to place their orders and the other to measure their overall performance. Its referral programme offers a randomly selected free share (€5 to €200 for the referred friend), with verified and documented conditions.
Snowball is a financial education publication (newsletter and community) whose referral programme gives access to a 0.5% bonus over 3 months. It has a different model, closer to a subscription than SaaS, but its readership often overlaps with Finary users. Finally, Linxea is a life insurance broker with referral conditions that vary by contract: precisely the kind of asset class that Finary can aggregate.
Frequently asked questions
How much does the Finary referral programme offer? As checked on 12/08/2026: 1 month of Finary Premium for the referrer and the referred friend.
Is the programme still active? Yes, as checked on 12/08/2026. You should still check its current status on finary.com before telling people you know about it.
Is Finary free? It offers a free plan with basic features and paid plans. The pricing page viewed on 12/08/2026 lists Lite at €54.99/year, Plus at €149.99/year and Pro at €349.99/year.
Check before taking action: official conditions rechecked on 12/08/2026 on the Finary referral page, the Finary help centre and the pricing page. The offer may change; the official source is authoritative before you take any action. PlanParrainPromo.fr is not a Finary partner.
In summary
Finary is an excellent tool for anyone who wants a consolidated view of their wealth. Its referral programme offered 1 month of Premium when checked on 12/08/2026, but approval depends on meeting the requirement for 2 different institutions. If you want to share your link, start by checking the current conditions on finary.com. A verified summary of the offer is available in the Finary referral code and verified conditions.
See also
The manually verified Finary referral code, official link and current terms:
View the Finary referral offer →Related guides
PlanParrainPromo.fr is not an official partner of any brand mentioned. Amounts and conditions change, so always check the current offer on the brand's official website before signing up.