Roadmap

Roadmap to Financial Freedom

At Finberry, we don’t just build tools- we create pathways to a smarter financial future. With Version 1, we’ve already set new standards, delivering automatic bank and crypto aggregation, asset consolidation, and intelligent profiling with self-certification learning capabilities- all designed to put you in control of your investments like never before.

But we’re not stopping there. Drawing from our extensive wealth management expertise, Finberry empowers you to achieve more. We offer tailored asset allocation strategies, perfectly aligned with your risk tolerance, financial knowledge, and life goals- so your money is always working for you.

And when you’re ready to take action, FNBY, our powerful trading platform, is your gateway to executing your personalized investment strategy with ease.

The future of wealth management is here- and with Finberry, it’s yours to shape.

Click to expand to full screen

What's Next for Your Financial Journey

At Finberry, we’re relentless in our mission to redefine wealth management and take your financial empowerment to the next level. In the coming months, we’re bringing even more powerful features to your fingertips:

Automatic aggregation of Israeli pension funds
1
Automatic aggregation of Israeli insurance policies
2
Automatic aggregation of stock options
3
Comprehensive wealth planning tools
4
Integration with U.S. and Swiss bank accounts
5
AI-enhanced portfolio management
for smarter, data-driven decisions
6
Advisors’ Marketplace
giving you direct access to top-tier professionals
7

We’re not just adding features; we’re building the future of personal finance, designed to put you in complete control. With Finberry, your path to financial independence is clearer and more achievable than ever. Stay tuned-your next breakthrough is just around the corner.