Wealth, Lending, Finance software · Frankfurt, Germany
Fincite
Fincite is a Frankfurt-based software company that offers fincite • cios, a modular, AI-supported, MiFID II-compliant wealth management SaaS platform for banks and wealth managers.
- Website
- fincite.de
- Headquarters
- Frankfurt, Germany
- Founded
- 2015
- Sector
- Wealth, Lending, Finance software
- Fintech Award Points
- +365, #37 of 204
About Fincite
Fincite's fincite • cios platform covers the wealth management process from digital client onboarding and WpHG profiling to advisory, portfolio optimisation, financial planning, 360° asset aggregation and reporting. It serves private banks, universal banks, Sparkassen, family offices, financial advisors and broker pools, and offers a 14-day free trial. Its partner ecosystem spans data providers, software partners, custodian banks, infrastructure providers and industry memberships.
What Fincite offers
- fincite • cios wealth management platform
- Modular digital client onboarding with WpHG profiling
- Holistic wealth and financial planning
- Digital asset management / DPM processes
- End-to-end digital ordering
- Investment reporting and 360° asset aggregation
- Strategic asset allocation and portfolio optimisation
- Portfolio analysis, simulation and stress testing
- CIOS AI and an extension store
Who Fincite serves
- Private banks
- Universal banks
- Sparkassen (savings banks)
- Family offices
- Financial advisors
- Broker pools
- Asset managers
Topics
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Profile researched by Alexandra Studio from public information about Fincite, updated 10 November 2026. Something wrong or missing? Update your company or remove it.