Founded in 2014 in Frankfurt am Main, Fincite GmbH develops B2B software solutions for the financial industry. Its core product is Fincite.CIOS (Capital-Market-Information-&-Operations-System), a comprehensive software that enables banks, insurance companies, and other financial service providers to offer personalized investment advice and automated portfolio management. The platform is designed to digitize the entire wealth management process, from client onboarding and risk profiling to creating individual investment proposals and ongoing portfolio monitoring, with a mission to make sophisticated wealth management accessible to a broader audience through technology.

Founded in

Germany