These rankings are based on data from September 2026

Company

Citec Solutions

Years in business

  • 5

Number of employees

  • 2-10 employees

Country

  • United States

CITEC provides a wealth management platform and cloud APIs for portfolio management, investment research, and AI-driven portfolio optimization. It also offers account aggregation, real-time portfolio analytics, rebalancing, tax management, trade execution, screeners, and an AI Copilot.

API Availability

  • Yes

MCP connector

  • Unknown

Pricing

unknown

Ranking position over time

October 2025 - September 2026

#17,313

Best rank

#17,313

Lowest rank

Stable over 1 month

12-month trend

#18,008

Best rank

#18,008

Lowest rank

Stable over 1 month

12-month trend

Use

portfolio management

Industries

Financial and insurance activities

Security protocols

access controls

backups

data residency

encryption at rest

encryption in transit

gdpr

penetration testing

L3 category names

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