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Citec
AddedFeb 18, 2024
UpdatedJun 18, 2026
Citec

Citec

CITEC: A WealthTech B2B startup providing AI-based portfolio management tech and advanced analytics to brokers and asset managers.

HQ
Miami, FL, US
Founded
2021
Overview
Compare
Fundraising
Employees
Website

Founded with the mission to revolutionize wealth management through advanced AI and quantitative technology, CITEC is a WealthTech B2B startup. The company provides personalized portfolio management and rebalancing technology to online brokers, wealth, and asset managers. CITEC's core offerings include a Cloud AI layer with advanced analytics solutions that enable scalable customization, enhance digital experiences, and reduce costs. Their Cloud-based API as a service significantly cuts down implementation time, development costs, and data & infrastructure expenses.

CITEC has attracted notable investors and industry experts who recognize the potential of AI in transforming financial services. The startup's key achievements include the successful integration of their AI solutions into various financial systems, leading to increased productivity and maximized after-tax returns for clients. By offering extreme personalization and value-added digital experiences, CITEC has made a significant impact on the wealth management industry, positioning itself as a leader in AI-driven investment solutions.

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Citec - Quick Facts

Who are Citec's competitors?

Companies similar to Citec include AVENIR TECH, Wealthawk, Mentum and Bento Engine.

When was Citec founded?

Citec was founded in 2021.

Where is Citec's headquarters located?

Citec's headquarters is located in Miami, FL, US.

When was Citec's last funding round?

Citec's most recent funding round was for $500k (USD) in January 2023.

How much has Citec raised to-date?

As of Jan 26, 2023, Citec has raised a total of $500k (USD).

How many employees does Citec have?

Citec has 5 employees as of Feb 4, 2024.

Citec - Classification

Ownership
  • Venture Capital
Technology
  • AI
  • Machine Learning
Geographic Exposure
  • Global
Model
  • Platform
Revenue
  • Recurring
Customer
  • Enterprise
Main Product
  • Analytics
  • Portfolio Management
Tags
  • Fintech
  • SaaS
NAICS
  • 513200Software Publishers
  • 510000Information
  • 513000Publishing Industries
  • 513210Software Publishers
SIC
  • 7300Business Services
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 7372Prepackaged Software