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
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.