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WealthTech Software from the heart of Frankfurt. Learn more about us.

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Wanna revolutionize the world of digital investments with us? This way!

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All partners at a glance, from custodian banks to software partners.

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Revolutionizing the WealthTech scene together!

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Our offerings range from onboarding to reporting as self-service, assisted or hybrid solution.

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Our Software Solutions for your Customer Onboarding as Self Execution, Advisor Guided or Hybrid!

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Whether 100% digital or hybrid with personal advice, our software adapts to your operating model in a modular way.

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From SAA Construction, Advisor Software to Portfolio Management. Our software digitizes your process E2E.

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Transaction Ordering. Contact us for more information.

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From asset aggregation to portfolio analysis with CIOS.Reporting you get all your clients' asset data - prepared in intuitive dashboards.

Our Mission:
Closing the advice gap

“Human-only” offline advice is not scalable and requires considerable manual efforts. On top of that, increasing regulation requirements are not feasible manually and bear liability as well as reputation risks. With our Software Fincite CIOS, these challenges are overcome. Advise your clients automated and individually and empower your advisor!

Closing the advice gap


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The Fincite Team



Our management team

Ralf Heim Co-Founder, CEO, Fincite

Ralf Heim


Strategy, Representation and Partnerships



Friedhelm Schmitt, Co-Founder, CEO, Fincite

Friedhelm Schmitt


Product Development, Solution Management, HR



Stefan Post, Co-Founder, CIO, Fincite

Stefan Post


Maintenance, Support and Quality Assurance



Paul Kammerer, CCO, Fincite

Paul Kammerer


Marketing, Design, Sales, Account Management



Tobias Kuhl, COO, Fincite

Tobias Kuhl





Sebastian Jakob, CTO, Fincite

Sebastian Jakob


IT Vision, Software Development & Architecture



The Advisory Board

Fincite Advisory Board

From left to right: Peter Schwicht, Dietrich Voigtländer, Franz Josef Nick

Why work with us?

Cutting edge technology

Cutting edge technology


Fincite means innovation embedded

Fincite means innovation embedded


Trusted partner & co-creator

Trusted partner & co-creator


Expertise in investments & mathematics

Expertise in investments & mathematics

Integrators into your process & architecture

Integrators into your process & architecture


Fast implementors with an agile mindset

Fast implementors with an agile mindset


Passion and fun mixed with ownership

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

We are active worldwide! Are you a financial service provider based outside of our home country Germany? Don't hesitate to reach out. We would be more than happy to explore together whether our software can work effectively in your country!

Let’s get in touch


Partners & Memberships

Data Partner

Data Partners finleap connect

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.

Data Partners Refinitiv

Refinitiv provides innovative solutions for retail and institutional brokerage firms, financial advisors and individual investors.

Refinitiv`s powerful, scalable productivity and decision support tools enable clients to grow relationships, offer personalized service and increase assets under management.


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

Data Partners 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 Partner

Business Partner, 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.

Software Partner

Software Partner 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.

Business Partner 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.

Software Partner, 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, 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.

Membership, 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).

Membership; 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.


Membership, Member of BVI

BVI represents the interests of the German fund industry at national and international level. The association promotes sensible regulation of the fund business as well as fair competition vis-à-vis policy makers and regulators. Asset Managers act as trustees in the sole interest of the investor and are subject to strict regulation.

Funds match funding investors and the capital demands of companies and governments, thus fulfilling an important macro-economic function. With a share of 27%, Germany represents the largest fund market in the EU.