Finerty
Open Banking and Open Finance API connectivity for financial advisors and insurance providers
Overview
Finerty is an Open Banking and Open Finance API platform for financial advisors, life and pension providers, banks, and fintech and insurtech companies based in Dublin, Ireland. The platform provides a single API that connects to financial institutions in real time to aggregate consumer financial data across pensions, investments, banking, savings, insurance, and debt.
The platform captures consumer consent through compliant digital authorisation journeys and issues data requests directly to financial institutions without manual intervention. Finerty offers both a grey-labelled platform for financial planners and advisors and embedded API integration for insurers and lenders. Products support KYC, financial suitability, underwriting decisions, and financial planning across mortgages, lending, credit, and insurance products.
Finerty currently operates in Ireland and is expanding to the UK market. The company reports that customers save up to two hours per data request and are 60% more likely to win new business through the platform. No external funding has been publicly announced; the company appears to be founder-funded at early stage.
Products & Services
Open Banking and Open Finance API
A single API providing real-time connectivity to financial institutions for aggregation of consumer financial data. Captures consumer consent and automates third-party data requests covering pensions, investments, banking, savings, insurance, and debt. Supports underwriting decisions and expedites product sales for mortgages, lending, and credit agreements.
Key Features
- Real-time data requests issued directly to financial institutions
- Compliant digital consent journeys for consumer authorisation
- Data coverage across pensions, investments, banking, savings, insurance, and debt
- Corporate Entity and Company Shareholder data via Company Registration and Annual Accounts Office connectivity
Target Users: Life and pension providers, banks and lenders, fintech and insurtech companies
Grey-Label Financial Advisor Platform
A plug-and-play digital platform for financial planners and advisors providing a unified financial data dashboard. Supports Financial Planners, Mortgage Brokers, Wealth Advisors, Tax and Estate Planners, and Life and Pension Actuaries. Available as single tenancy, grey label, or embedded within existing customer-facing and employee benefits platforms.
Key Features
- Unified financial data dashboard for client and advisor interaction
- Secure consumer authorisation with compliant digital consent
- Aggregated financial picture supporting KYC, suitability, and financial planning
- Embedded integration options for existing platforms and employee benefits systems
Target Users: Financial advisors, mortgage brokers, wealth advisors, life and pension actuaries
Corporate and Company Insights
API connectivity to the Company Registration and Annual Accounts Office for automated data insights on Corporate Entity and Company Shareholder clients, supporting KYC workflows for business clients.
Key Features
- Automated corporate entity data retrieval
- Company shareholder structure insights
- KYC support for business and corporate clients
Target Users: Banks, lenders, financial advisors serving corporate clients
At a Glance
- Headquarters
- Dublin, Ireland
- Employees
- 1-10
- Funding
- Bootstrapped
Category & Focus
- Category
- Insurtech Infrastructure
- Subcategories
- Open Banking API Data Aggregation Financial Data Connectivity
- Insurance Verticals
- Life & Annuity P&C Commercial Health Group Benefits
- Target Customers
- Carriers, Brokers, MGAs/MGUs, Agents/Agencies
Customers
- Financial advisors (financial planners, mortgage brokers, wealth advisors, tax and estate planners, life and pension actuaries)
- Life and pension providers
- Banks and lenders
- Fintech and insurtech companies
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Last updated: 2026-06-13