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fincite - Wealth Management Software Tech Stack

Digital wealth management platform for financial institutions

Technology, Information and Internet Frankfurt am Main, Hessen 51–200 employees Founded 2015 Privately Held

fincite builds software for financial institutions to deliver digital investment advice at scale, replacing manual advisory workflows. The tech stack—Python, Django, React, and Azure—reflects a modern SaaS architecture, while active projects around CRM migration (HubSpot to Salesforce), cloud optimization, and process automation signal operational maturity and a shift toward consolidating customer data infrastructure. The hiring mix tilts toward marketing and ops roles, suggesting a sales-led go-to-market phase in a competitive WealthTech market.

Tech Stack 17 technologies

Core StackHubSpot Python Django React Angular Bootstrap Terraform Ansible Salesforce Jira REST Material-UI Nightwatch Browserstack Azure Blueprints Bitbucket Pipelines Azure

What fincite - Wealth Management Software Is Building

◆Challenges

Continuous system availability
Incident management
Increasing cost of personal financial advice
Reducing manual repetitive processes
Crm migration from hubspot to salesforce

▲Active Projects

Crm reporting and analysis using hubspot
Video content creation
Building sustainable cloud operations structures
Video content production for website and social media
Market and competitor analysis for wealth management
Automation of recurring processes
Optimizing deployments
Customer journey optimization
Scaling cloud platform
Crm migration from hubspot to salesforce

Hiring Activity

Steady7 roles · 2 in 30d

Department

Marketing

3

Engineering

2

Ops

2

Seniority

Intern

3

Mid

3

Lead

1

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About fincite - Wealth Management Software

fincite is a WealthTech software provider based in Frankfurt, Germany, serving financial institutions—banks, asset managers, and wealth advisory firms—with digital investment and advisory solutions. The platform integrates into existing banking architectures and processes, enabling institutions to offer robo-advisory and digital advice services without rebuilding backend systems. More than 10 major financial service providers use the platform. The company was founded in 2015 and currently employs over 60 people across 15 nationalities, with primary operations in Frankfurt.

HeadquartersFrankfurt am Main, Hessen

Company Size51–200 employees

Founded2015

Hiring MarketsGermany

Frequently Asked Questions

What tech stack does fincite use?

fincite runs on Python and Django for backend services, React and Angular for frontend, and Azure for cloud infrastructure. The stack includes REST APIs, HubSpot and Salesforce for CRM, Jira for project management, and Terraform and Ansible for infrastructure automation.

Where is fincite headquartered?

fincite is headquartered in Frankfurt am Main, Hessen, Germany. The company was founded in 2015 and employs over 60 people from 15 nations, with most staff based at the Frankfurt office.

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