CITEC offers personalized portfolio management and rebalancing technology to online brokers, wealth and asset managers.
Business Model: SAAS
Revenue: $0
Employees: 1-10
Address:
City: Miami
State: Florida
Zip:
Country: United States
CITEC is a WealthTech B2B startup that offers personalized portfolio management and rebalancing technology to online brokers, wealth and asset managers. We have built a Cloud AI layer with advanced analytics solutions to help our customers offer scalable customization, create great digital experiences and reduce costs. Finally, thanks to our Cloud based API as a service we can significantly reduce implementation time, development cost, and data &a; infrastructure cost. Also, we have an E2E platform for retail clients with one of the many use cases that can be reached with our technology.
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Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 1/2023 | Angel Round | $544.7k |
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