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CELESTICE™
Less pain, more gain

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      Discover AI native wealth management

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How leading teams grow with Celestice™

From family offices to institutions, wealth professionals use Celestice to automate portfolio construction, manage risk, and accelerate decisions. Explore the measurable impact.

Financial Risk Management & Compliance Automation case study thumbnail

Financial Risk Management & Compliance Automation

A fast-growing fintech replaced manual, error-prone compliance workflows with AI-driven monitoring, detecting risk earlier and turning audits from a scramble into a routine.

Results: Reduced compliance review effort by 40% and improved exception response time by 3x

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How a Bank Deployed Institutional Risk Intelligence case study thumbnail

How a Bank Deployed Institutional Risk Intelligence

A regional bank unified fragmented risk data into a single AI-driven view, surfacing concentration and exposure risks in real time across its wealth and treasury books.

Results: Reduced weekly risk review time by 70% and surfaced concentration exceptions in minutes

Read more
How a Family Office Unified Multi-Asset Portfolio Optimization case study thumbnail

How a Family Office Unified Multi-Asset Portfolio Optimization

A single-family office consolidated public, private, and alternative holdings into one optimization engine, gaining a total-portfolio view and sharper risk-adjusted decisions.

Results: Cut quarterly allocation review time by 60% and unified reporting across public and private assets

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Built for the operating work behind modern wealth management.

Explore features
  • Portfolio construction and optimization across complex account structures
  • Risk monitoring by household, sleeve, issuer, factor, and liquidity bucket
  • Governed AI workflows with approvals, overrides, and audit history
  • Client and committee materials generated from source-linked data
  • Policy-aware automation for rebalancing, reporting, and compliance
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CELESTICE™Less pain, more gain

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