About Us

Our Mission : Closing the advice gap

In a world where human based financial advice gets more expensive by the day, the group of underadviced customers is growing rapidly! The results are retirement gaps, mismanaged portfolios and lack of capital invested. The Solutions we co-create together with our clients for their customers aim to close this gap conveniently!

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As an innovative Fintech company, we have built state-of-the-art digital investment services together with our partners and clients:

Digital banking on a new level – learn how we have optimized the advice process of ABN AMRO with our software

Fincite Digital Wealth Management Software

Our management team

Ralf Heim

Co- CEO
Fincite.Grow:
Business Development, Marketing,
Sales, Account Management
Connect with us:
Fincite Co-Founder Ralf Heim
Fincite Co-Founder Friedhelm Schmitt

Friedhelm Schmitt

Co-CEO
Fincite.Build:
Product Development, Solution
Management, HR
Connect with us:

Stefan Post

CTO
Fincite.Operate:
Maintenance, Support and
Quality Assurance
Connect with us:
Fincite Co-Founder Stefan Post

The Fincite Team

Fincite Team 2019

Development Team Peru

Fincite Peru Development Team

Development Team Ukraine

Fincite Development Team Ukraine

7 reasons - Why work with us?

7 reasons to work with us

Cutting edge technology

7 reasons to work with us

Sustainability: our Software is built for decades!

7 reasons to work with us

Trusted partner & Co-creator from day 1

7 reasons to work with us

Expertise in investments & mathematics

7 reasons to work with us

Integration into your process & architecture

7 reasons to work with us

Fast implementation with an agile mindset

7 reasons to work with us

Passion and fun mixed with ownership

You are a financial service provider from a country we are not active in yet?

We are active in Germany, Austria, Switzerland, Netherlands, and Belgium. You are a financial service provider from another country? Please feel free to reach out to mutually analyse whether our Software works in your country!

Partners & Memberships

Data Partners

Partner - finleap connect
finleap

finleap connect is a technology and software provider covering the full range of fintech solutions. The products and services include existing SaaS and PaaS innovations such as “RegShield”, “Switch Kit”, “Open Banking APIs” and “SME Banking” as well as new end-to-end financial products. finleap connect is a regulated payment institution under the Payment Services Supervision Act (Zahlungsdiensteaufsichtsgesetz, ZAG) with offices in Berlin and Hamburg and international teams in Milan, Madrid and Paris.

Partner Refinitiv
Refinitiv

Thomson Reuters Wealth Management provides innovative solutions for retail and institutional brokerage firms, financial advisors and individual investors. Thomson Reuters powerful, scalable productivity and decision support tools enable clients to grow relationships, offer personalized service and increase assets under management.

Fincite Partner Factset
Factset

FactSet (formerly Interactive Data) is a leading provider of financial information, analysis and related services. FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.

Partner Sprengnetter
Sprengnetter

Since 1978, Sprengnetter has been enabling institutions in the credit and real estate industry to make real estate valuations more simply, securely and efficiently.

Fincite Partner Morningstar
Morningstar

Morningstar is a Chicago-based investment research firm that compiles and analyzes fund, stock and general market data. They also provide an extensive line of internet, software and print-based products for individual investors, financial advisors and institutional clients. The research reaches all corners of the world, including North America, Europe, Australia, and Asia. Among its many offerings, Morningstar’s comprehensive, one-page mutual and exchange-traded fund reports are widely used by investors to determine the investment quality of the more than 2,000 funds.

Business Partners

Partner Horvath
Horváth & Partners

Horváth & Partners has advised and supported a variety of national and international companies with the design and implementation of their digital roadmap and has created sustainable added value by introducing state-of-the-art technologies. The conception of digital platforms and the realization of economies of scale by connecting the “new” and the “old” world are part of their core topics.

Partner Ebase
Ebase

The European Bank for Financial Services GmbH (ebase®) offers not only comprehensive services in the custody business, but also financial portfolio management and deposit business. Ebase is a full-service partner for financial intermediaries, insurance companies, banks, asset managers, capital management companies and FinTechs.

Software Partners

Fincite Partner five degrees
Five Degrees

Five°degrees is a digital banking technology provider with offices in The Netherlands, Iceland, Portugal and Serbia.Matrix, next generation digital banking platform, empowers financial institutions to enter the era of modern digital banking. five°degrees sees Matrix as the hub that connects channels, customers, products, services and the fintech ecosystem. Matrix is designed to provide a fully automated banking services platform.

Fincite Partner backbase
Backbase

Backbase is a fast growing fintech software provider that empowers financial institutions to accelerate their digital transformation and effectively compete in a digital-first world. Creators of the Backbase Omni-Channel Banking Platform, a state-of-the-art digital banking software solution that unifies data and functionality from traditional core systems and new fintech players into a seamless digital customer experience.

Fincite Partner msg life
MSG Life

Msg life is one of the leading IT specialists for insurers, with over 35 years’ experience and exceptional actuarial expertise. The combination of actuaries’ and IT professionals’ specialist knowledge as well as tried and tested expertise offers clients decisive competitive advantages. msg life’s portfolio ranges from standard software and tailor-made services to cloud solutions for the demands of today and the future.

Memberships

Partner Frankfurt Main Finance
Frankfurt Main Finance

Frankfurt Main Finance is the financial center initiative for Frankfurt am Main, the leading financial centre in Germany and the euro zone. The initiative has more than 40 members including the State of Hesse, the cities of Frankfurt and Eschborn, and dozens of prominent actors in the finance sector. Through their membership and engagement, they all demonstrate their close relationship to Frankfurt and desire to position Frankfurt amongst the top national and international Financial Centres.

Fincite Partner Bankenverband
Bankenverband

The Association of German Banks is the voice of the private financial industry in Germany. It represents the interests of over 200 members and extraordinary members, such as fintechs, and eleven member associations. The association has offices in Berlin, Brussels and Frankfurt am Main. It is a member of the European Banking Federation (EBF).

Partner Bitkom
Bitkom

Bitkom represents more than 2,500 companies of the digital economy. Through IT- and communication services alone, our members generate a domestic annual turnover of 190 billion Euros. The members employ more than 2 million people in Germany. They offer a wide range of software technologies, IT-services, and telecommunications or internet services, produce hardware and consumer electronics, operate in the digital media sector or are in other ways affiliated with the digital economy.