World-class wealth management
under your own brand.
Banks, credit unions, brokerages, and fintechs can embed Celestice™'s autonomous wealth platform inside their own experience
delivering transparent, tax-smart, advisor-grade service to every customer, with your branding, your entitlements, and your compliance controls.
The wealth platform you'd build, ready to embed
Deliver autonomous, transparent wealth management to your customers — without the years and cost of building it yourself.
Your brand, front and center
Celestice runs inside your app and your identity. Customers experience a premium wealth service from you — the platform stays invisible.
Compliance and control by design
Institution-owned entitlements, policy checks, and approval gates are built in. Every action is scoped, logged, and auditable — nothing runs outside your rules.
Advisor-grade service at scale
Continuous monitoring, tax-smart investing, and transparent reporting reach every customer segment — not just your highest tiers.
Launch without rebuilding
Embed a proven autonomous wealth engine instead of building one. Go to market faster, with less risk and lower cost than an in-house build.
Deepen every relationship
Give customers a reason to consolidate assets with you — clear insight, proactive guidance, and outcomes they can see and trust.
Operated with full oversight
Your teams supervise queues, exceptions, and approvals through a dedicated operations view, with lineage from every recommendation back to its evidence.
Take charge of your financial life!
The new code for old wealth.