wealthpilot is the market leader in cloud-based software for hybrid wealth management, headquartered in Munich, Germany. It delivers a digital platform that automatically analyzes all liquid and illiquid assets, enabling professional advisors to deliver data-driven and truly personal wealth management to their customers. This platform helps scale personal advisory services for private banking and wealth management teams, increasing their assets under management.
- Category
- WealthTech
- Stage
- Acquired
- Employees
- 59
- HQ
- Munich, Germany
- Founded
- 2017
- Funding
- $16M
