Focus
Financial technology, Software as a Service & software development with pure focus on savings & investment solutions
Entrepreneurship
100% owned by the founders which enables fast decisions and an organic growth without any dependency on external capital
Workforce
More than 60 people across 2 countries in total and a track record of more than 15 application references in the last 2 years
OUR VISION & MISSION
We strive to co-create and connect Asset Management in a data-driven, digital world. Therefore we provide all parts of the value chain of digital asset management by holistic wealth aggregation, financial analytics, quantitative research and automated digital advice. By becoming the trusted partner for financial service providers, Fincite will establish as the #1 Digital Asset Management Technology Provider by 2020.
OUR VALUES
Customer Focus
We put our customers in the focus of all our activities and try to serve them at our best. We see ourselves as a software provider with strong and close customer-relationship while acting in the background.
Excellence
We think that quality is the key to success – therefore we strive to deliver products and services at the highest level.
Appreciation
Appreciation of our employees and their work is essential for us as an employer of choice. Our employees are our most valuable resource – so it’s one of our main values to give recognition to every single person who works in our team.
Support Individuality
We believe in bringing together people of different backgrounds and with various perspectives. We see individuality of team players as a prerequisite for true innovation. That’s why we support people who strive to lead the way instead of following the beaten track.
OUR TEAM IN GERMANY
RALF R. HEIM
Co-CEO
Ralf is responsible
for Business Development
and Ventures
FRIEDHELM A. SCHMITT
Co-CEO
Friedhelm is responsible
for Operations, Partners and
Product Development
STEFAN POST
CTO
Stefan is responsible for
Technology, Product Architecture and
Quality Management
Peter Lohse
Lexcube
From the Joint Venture Lexcube,
Peter supports Fincite in
Regulation & Compliance
Andreas von Hirschhausen
Manager New Business and Accounts
Andreas is responsible for
Business Development and
Account Management
Aleksander Groshev
Senior Manager Solutions
Aleksander is heading the
Solutions team and implements Fincite.Core
products for our clients
Alejandro Castellanos
Solutions Manager
Alejandro implements
Fincite.Core products
for our clients
Arturo Pérez
Solutions Manager
Arturo implements
Fincite.Core products
for our clients
Florian Untersteller
Solutions Manager
Florian implements
Fincite.Core products
for our clients
Oriol Querol Mas
Product Manager
Oriol is responsible for
our Software Implementations
and Venture Projects
Chris Drodge
Product Manager
Chris is responsible for
our Software Implementations
and Venture Projects
Gabriel Pavlovic
Manager Algorithmic Investing
Gabriel is responsible
for quantitative analyses and
product development
Ester Kokott
Manager Marketing & Recruiting
Ester is responsible for growing our
Customer Base, increasing Brand Awareness
and enlarging our Talent Pool
Tin Pham
Software Developer
Tin is responsible for
Maintenance and Operations
of Fincite.Core
THE MANAGERS OF OUR TEAM IN PERU
Jose Peñarrieta
Managing Director
Jose is Head of Operations &
Technology Management of our
Development Team in Peru
César López
Managing Director
César is Head of Human Resources,
Design & Testing of our
Development Team in Peru
OUR TEAM IN PERU
AWARDS
PRESS
10. Februar 2018 | Robo Advisor-Portal
Kaum bekannt, aber erfolgreich: Der Robo-Advisor für Bankhäuser
Doch nicht nur Privatanleger entdecken mehr und mehr den Markt für digitale Geldanlagen, sondern auch gewerbliche Kunden zeigen ein steigendes Interesse an Robo-Advisorn. (…) Allen voran ausgerechnet die klassischen Banken. (…)
06. Januar 2018 | Gründerszene
Der etwas andere Robo-Advisor
Eigenfinanziert und ohne viel Aufsehen ist in Frankfurt der Robo-Advisor groß geworden. Im Gründerszene-Ranking 2017 belegt das Startup Platz 26. Während die News über große Finanzierungsrunden über den Ticker liefen, arbeiteten Ralf Heim und sein Team an ihrem Produkt. Während die Konkurrenz Millionen-Summen von bekannten Investoren einsammelte, wählte Gründer Heim mit Fincite einen anderen Weg (…)
15. November 2017 | msg life ag
Joint presentation at DIA, the world’s largest insurance technology conference – Fincite application for pensions to be integrated into msg life customer portal
msg life and the Frankfurt-based fintech firm Fincite present a joint solution for the insurance industry at Digital Insurance Agenda (DIA) in Munich, the leading conference for the industry: with the title ‘Robo-Advisor meets customer self-service portal’ (…)
05. September 2017 | Das Investment
“Es fehlen die letzten 10 % an digitaler Technik” – Robo-Advisor werden ihrem Namen nicht gerecht
Ralf Heim von Fincite und Nicholas Ziegert von W&Z Fintech besprechen für DAS INVESTMENT Grenzen und Visionen der digitalen Vermögensberatung. Robo-Advisor werden jedoch heute den Erwartungen (…)
08. August 2017 | Das Investment
Fintech-Gründer: „Massive Konsolidierung im gesamten Markt für Anlageberatung“
Wo bleibt der Finanzberater aus Fleisch und Blut im Zuge der Digitalisierung? Das fragten wir Ralf Heim, Co-Chef von Fincite. Das deutsche Fintech konzipiert digitale Lösungen für das Asset Management auf B2B-Basis (…)
15. Juli 2017 | International Bankers Forum
Out of office: Menschen und ihre Ideen
Eine Begegnung im Schwarzlicht von Lasertag mit den CEOs von Fincite. Das komplette Feature auf Seite 51 im Magazin. (…)
15. Juli 2017 | Porsche Consulting – Das Magazin
50 Köpfe, 50 Ideen – Diese Frauen und Männer digitalisieren Deutschland.
Viele Banken nutzen heute Robo-Advisors, die für Anleger die richtige Strategie festlegen und eigenständig Investitionsentscheidungen treffen. Das Start-up Fincite bietet die digitale Vermögensverwaltung (…)
26. April 2017 | handelsblatt.com
„Lexcube“-Gründer Peter Lohse: Der Fintech-Versteher
Gemeinsam mit dem Fintech Fincite startet Peter Lohse das Joint Venture „Lexcube“. Ziel des Unternehmens: Kunden aus der Finanzbranche durch den Regularien-Dschungel führen. Dafür hat der Jurist bei Blackrock gekündigt (…)
24. Oktober 2016 | ebase.com
ebase und Fincite kooperieren – und bieten Robo-Advice-Lösungen für die Versicherungsbranche
Digitalisierung erreicht Versicherungsbranche – ebase und Fincite entwickeln innovative Asset-Management-Lösungen – neue Produktmöglichkeiten für die Altersvorsorge im Niedrigzinsumfeld (…)
20. April 2016 | IT Finanzmagazin
Digitalfabrik: Deutsche Bank kooperiert mit figo, fincite, Deposit Solutions, webID, DSwiss – 750 Mio. Euro Invest
Galt die Deutsche Bank bisher schon als die Bank mit dem höchsten digitalen Reifegrad, so setzt sie jetzt noch einen oben drauf. Gestern verkündete die Bank ein 750 Mio. Euro Investment in neue Technologien, FinTechs und (…)
16. März 2016 | Capital
Fintechs verbrennen Millionen
Bei einer Capital-Umfrage unter 24 der größten und bekanntesten deutschen Finanz-Start-ups berichtete nur ein einziges von einem Jahresüberschuss – nämlich die Mülheimer Firma Fincite.(…)
13. August 2015 | Cloud Services Made in Germany
figo und Fincite: FinTech-Experten liefern neuartigen Dienst im Bereich Sparen und Geldanlage
Die FinTech-Unternehmen figo und Fincite haben bewiesen: Sie verändern die Finanzwelt und sie wissen um die vielfältigen Möglichkeiten, die der digitale Wandel einer traditionell konservativen Branche mit sich bringt (…)
31. März 2015 | IT Finanzmagazin
Zwischen Big Data und Regulierung: Fincite – eine FinTech-Schmiede in Deutschland und Peru
Fincite sieht sich als Schmiede für FinTech-Startups, wobei das Spektrum von der Auftrags-Entwicklung (als Dienstleistungsangebot) bis hin zu eigenen Diensten und Startups reichen soll (…)
PARTNERS & MEMBERSHIPS
figo has become Europe’s first banking service provider. In this context, with the intrinsic motivation of users and external factors such as the new EU Directive Payment Services Directive 2 (PSD2), figo’s ‘Banking as a Service’ platform is an efficient and effective solution provider.
With its business model, the Hamburg-based B2B company has opened the doors to the banks and is a company unlikely most any other in this new open banking world. Data from 3,200 financial sources such as bank accounts, credit cards, deposits, PayPal and FinTech companies can be reached via figo, with more to come.
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.
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.
Factset (formerly Interactive Data) is a leading provider of financial information, analysis and related services.
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.
Bitkom is Germany’s digital association. Founded in 1999 as a merger of individual industry associations in Berlin, we represent more than 2,400 companies in the digital economy, among them 1,000 SMEs, 300 start-ups and almost all global players.