Citec
CITEC: A WealthTech B2B startup providing AI-based portfolio management tech and advanced analytics to brokers and asset managers.
Founded
2021CITEC: A WealthTech B2B startup providing AI-based portfolio management tech and advanced analytics to brokers and asset managers.
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.
Companies similar to Citec include Avenir Tech, Wealthawk, Bento Engine and Plainr.io.
Citec was founded in 2021.
Citec's headquarters is located in Miami, FL, US.
Citec's most recent funding round was for €500k (EUR) in January 2023.
As of Jan 26, 2023, Citec has disclosed funding of €500k (EUR). Undisclosed round amounts are excluded.
Citec has 5 employees as of Feb 4, 2024.
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