CITEC

CITEC offers personalized portfolio management and rebalancing technology to online brokers, wealth and asset managers. The job it does: accepting cards, bank transfers and wallets online or in person.

Who is it for? Mostly any business that takes money. Alongside the main category they mention Artificial Intelligence (AI), Asset Management, FinTech and Wealth Management. As a very small product team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

CITEC is based in Miami, Florida and founded in 2021. You can read more at citecsolutions.com.

Things worth asking about: rates, payout timing, chargeback handling, and developer tools. A short pilot with your real data tells you more than any demo.

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