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fincite - Wealth Management Software

Wealth Simplified. Get your personal WealthTech Radar Copy: fincite.de/wtr2026

Founded 2015 Germany Germany 33 employees Financial Services, Fintech +2

General Information

Company Name fincite - Wealth Management Software
Founded Year 2015
Location Germany Germany
Founders / Decision Makers
Team member
Employees 33
Industries Financial Services, Fintech, Information Technology +1
Business Model SaaS, B2B, B2B2C
Revenue Model Subscription, Tiered Pricing, Freemium
Offices as of Sep 2026
Frankfurt am Main, Germany
Social

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About fincite - Wealth Management Software

fincite - Wealth Management Software is a leading WealthTech Software Provider based in Germany, recognized as one of the fastest-growing companies by entities like Gründerszene and Focus. Founded in 2015, it operates within the Financial Services, Fintech, Information Technology, and Banking industries, specifically catering to the evolving landscape of digital investment services.

Offering a sophisticated software solution, fincite enables financial institutions to seamlessly integrate digital investment services into their existing processes. Currently collaborating with over 10 major financial service providers, it empowers these entities to optimize their savings, retirement, and investment operations, thereby driving growth and efficiency.

The company's accolades for software excellence and rapid growth underscore its commitment to innovation and expertise, with a diverse team of over 60 individuals from 15 nations primarily based in Frankfurt. While the company has not listed its last investment details, its robust market presence and growth trajectory make it a potential candidate for investor interest in the WealthTech space.

Business keywords: WealthTech, Digital Investment Services, Financial Software, Robo Advice, Digital Wealth Management, Front Office Investment Services, Investment Solutions, Financial Institution Integration, Smart Algorithms, Portfolio Health Checks, Automated Advice, Retirement Planning, Open Banking, Wealth Aggregation

Services & Products

End-to-End Digital Asset Management
Onboarding and Client Profiling
Investment Goals and Wealth Forecasting
Portfolio Health Checks
Advisory and DPM Process
Order Creation and Tracking
Comprehensive Reporting

Target Customers

Private Banks Universal Banks Family Offices Savings Banks Financial Advisors Broker Pools

No funding data available for fincite - Wealth Management Software yet.

fincite - Wealth Management Software Alternatives & Competitors

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fincite - Wealth Management Software vs

Digital wealth management & automated investment solutions for family offices, banks/brokers,wealth...

Non Equity Assistance
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Finance, Financial Services
fincite - Wealth Management Software vs
OneVest
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fincite - Wealth Management Software vs

All of your investing, made simple.

Post IPO
2507 employees
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FAQ About fincite - Wealth Management Software

Wealth Simplified. Get your personal WealthTech Radar Copy: fincite.de/wtr2026
fincite - Wealth Management Software was founded in 2015.
fincite - Wealth Management Software is headquartered in Germany. As of Sep 2026, it also has offices in Frankfurt am Main, Germany.
fincite - Wealth Management Software operates in Financial Services, Fintech, Information Technology and Banking. Its work centres on WealthTech, Digital Investment Services, Financial Software and Robo Advice. Its customers include Private Banks, Universal Banks and Family Offices.
fincite - Wealth Management Software has a SaaS, B2B and B2B2C business model. Its revenue comes from Subscription, Tiered Pricing and Freemium.
fincite - Wealth Management Software has approximately 33 employees.
fincite - Wealth Management Software offers: End-to-End Digital Asset Management, Onboarding and Client Profiling, Investment Goals and Wealth Forecasting, Portfolio Health Checks, Advisory and DPM Process, Order Creation and Tracking, Comprehensive Reporting.
Top alternatives and competitors to fincite - Wealth Management Software include WeInvest - Digital Wealth Platform, OneVest, Wealthsimple, Vive, Stash. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
fincite - Wealth Management Software and WeInvest - Digital Wealth Platform are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for fincite - Wealth Management Software, https://bouncewatch.com/company/fincite-wealth-management-software, updated 5 September 2026. When citing, please name BounceWatch and link this page.

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