Hamburg \u2014 The foun\u00adders of Fincite GmbH Ralf Heim, Fried\u00adhelm Schmitt and Stefan Post have sold their company to the French Harvest Group. With the merger, the two wealth\u00adtech compa\u00adnies are pursuing the goal of expan\u00adding their product port\u00adfo\u00adlios and geogra\u00adphi\u00adcal presence in order to opti\u00admally serve their target groups. There are also plans to coope\u00adrate on stra\u00adte\u00adgic acqui\u00adsi\u00adti\u00adons. \u2014 A HEUKING team led by Dr. Lothar Ende advi\u00adsed the foun\u00adders of Fincite GmbH Ralf Heim, Fried\u00adhelm Schmitt and Stefan Post on the sale of the company to the French Harvest Group. <\/p>\n
Fincite<\/strong>, foun\u00added in 2015, offers digi\u00adtal soft\u00adware solu\u00adti\u00adons for banks and asset mana\u00adgers. The modu\u00adlar CIOS plat\u00adform digi\u00adta\u00adli\u00adzes the entire invest\u00adment process \u2014 from onboar\u00adding to report\u00ading \u2014 and helps insti\u00adtu\u00adti\u00adons to work more effi\u00adci\u00adently and provide clients with more indi\u00advi\u00addual support. Its clients include banks, family offices and finan\u00adcial advisors.<\/p>\n Foun\u00added in 2018, the Harvest Group<\/strong> brings toge\u00adther leading provi\u00adders of wealth manage\u00adment soft\u00adware, inclu\u00adding Harvest France, Quan\u00adta\u00adlys, Many\u00admore and Feefty. Supported by the private equity firms TA Asso\u00adcia\u00adtes and Montagu<\/strong>, it is pursuing a Europe-wide growth and conso\u00adli\u00adda\u00adtion stra\u00adtegy. The aim is to build a leading plat\u00adform for wealth and asset manage\u00adment, cove\u00adring all core func\u00adtions from client service to port\u00adfo\u00adlio management. <\/p>\n The Harvest Group plans to work closely with Fincite, with their CIOS plat\u00adform used in count\u00adries such as Germany, Switz\u00ader\u00adland, Austria and the Bene\u00adlux count\u00adries as a central buil\u00adding block. The aim is to drive commer\u00adcial expan\u00adsion \u2014 parti\u00adcu\u00adlarly in Germany \u2014 and to expand the offe\u00adring by inte\u00adgra\u00adting other Harvest products such as the Wealth Plat\u00adform and Feefty. <\/p>\n Consul\u00adtant Fincite: HEUKING <\/strong><\/p>\n HEUKING has been advi\u00adsing the Fincite foun\u00adders for seve\u00adral years. Part\u00adners Dr. Lothar Ende and Chris\u00adtoph Proch\u00adnau have advi\u00adsed the foun\u00adders and the company on finan\u00adcing rounds, among other things. <\/p>\n About Fincite<\/strong><\/p>\n Fincite is a Wealth\u00adTech soft\u00adware provi\u00adder that has recei\u00adved multi\u00adple awards for growth and inno\u00adva\u00adtion (Fintech Germany Award 2024, WealthTech100 2024, ESGFintech100 2024). Fincite solves the chal\u00adlenges of finan\u00adcial insti\u00adtu\u00adti\u00adons in wealth manage\u00adment through intel\u00adli\u00adgent soft\u00adware solu\u00adti\u00adons \u2014 from client onboar\u00adding to (hybrid) advice, order execu\u00adtion and subse\u00adquent report\u00ading. Clients include leading inter\u00adna\u00adtio\u00adnal banks, medium-sized finan\u00adcial advi\u00adsors, estab\u00adlished private banks and digi\u00adtal chal\u00adlen\u00adgers. The team consists of over 60 employees from more than 15 nations. <\/p>\n About HARVEST<\/strong><\/p>\n HARVEST is a leading FinTech in France for soft\u00adware specia\u00adli\u00adzed in the wealth and finance profes\u00adsi\u00adons. The group has been support\u00ading profes\u00adsio\u00adnals for 35 years with solu\u00adti\u00adons cove\u00adring the entire wealth and finance value chain. The Group deve\u00adlops digi\u00adtal solu\u00adti\u00adons and provi\u00addes infor\u00adma\u00adtion that is essen\u00adtial for making infor\u00admed decis\u00adi\u00adons in the wealth and finance sector. As a data specia\u00adlist, it enables the auto\u00adma\u00adted crea\u00adtion of effi\u00adci\u00adent, custo\u00admi\u00adzed port\u00adfo\u00adlios. With more than 4,600 corpo\u00adrate clients, the Group offers a range of soft\u00adware and services that are highly sought after by profes\u00adsio\u00adnals looking to deve\u00adlop high-quality advice. <\/p>\n Advi\u00adsor to the foun\u00adders of Fincite GmbH: HEUKING www.heuking.de\/<\/p>\n Jean\u00adtet (WSG)<\/strong>: Hamburg \u2014 The foun\u00adders of Fincite GmbH Ralf Heim, Fried\u00adhelm Schmitt and Stefan Post have sold their company to the French Harvest Group. With the merger, the two wealth\u00adtech compa\u00adnies are pursuing the goal of expan\u00adding their product port\u00adfo\u00adlios and geogra\u00adphi\u00adcal presence in order to opti\u00admally serve their target groups. There are also plans to [\u2026]<\/p>\n","protected":false},"author":2,"featured_media":56122,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"wp_typography_post_enhancements_disabled":false,"footnotes":""},"categories":[1366],"tags":[],"class_list":["post-56124","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-en"],"yoast_head":"\n
\n<\/strong>
\n Dr. Lothar Ende (lead, corpo\u00adrate law\/M&A),
\nBeli\u00adar\u00addis Ehlert-Gasde (corpo\u00adrate law\/M&A),
\nDr. Thomas Schulz (employ\u00adment law), all Hamburg<\/p>\n
\nVincent Netter
\nGasper-Etienne Bats<\/p>\n","protected":false},"excerpt":{"rendered":"