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Fincite

Wealth management SaaS for private banks, family offices and financial advisors: onboarding, asset aggregation and reporting

Germanyfincite.deWebsite technologies

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Highlights

  • Hiring3 open roles
  • New on EvolcAdded 2026-10-29

About Fincite

Fincite offers fincite • cios, a modular wealth management platform that covers the process from client onboarding to reporting. The product includes digital WpHG profiling, MiFID II-compliant advisory workflows, 360° asset aggregation with direct custodian connections, and portfolio and strategic asset allocation optimisation. The company describes the platform as AI-supported.

Target customers are private banks, universal banks, savings banks (Sparkassen), family offices, financial advisors and broker pools. The platform is delivered as SaaS, and the website offers a 14-day free trial.

Fincite lists open positions in Frankfurt am Main, including Solution Architect, Senior Account Manager and Lead Software Engineer roles. The website states an average increase of 17% in assets under management for financial advisors using the platform.

Product: fincite • cios, a modular wealth management platform with onboarding, WpHG profiling, asset aggregation, reporting and portfolio optimisation.

Jobs at Fincite (3)

Fincite is hiring for 3 roles in engineering, product and sales, based in Frankfurt am Main.

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