CITEC is a WealthTech B2B startup that offers personalized portfolio management and rebalancing technology to online brokers, wealth and asset managers.
Our AI and Analytics technology helps reduce underlying fees, create and manage highly personalized portfolios, offer real-time portfolio analysis, reduce tax burdens and automate processes.
Finally, thanks to our investment as a service model offering cloud based APIs we can significantly reduce implementation time, development cost, and data & infrastructure cost.
Location: United States, Florida, Key Biscayne
Investors 1
| Date | Name | Website |
| - | FinTech Sa... | fintechsan... |
Mentions in press and media 2
| Date | Title | Description | Source |
| 02.02.2023 | Citec Solutions accede a la red de Boston FinTech Sandbox | 02/02/2023 Nota de prensa CITEC SOLUTIONS ACCEDE A LA RED DE BOSTON FINTECH SANDBOX Citec Solutio... | webcapital... |
| - | CITEC | “At Citec Solutions, you can create and manage your investment portfolios like a pro and save thousa... | fastfounde... |