WEALTHPILOT
We believe in wealth management democratization. We believe that everyone should be able to control their financial life and reach their financial goals. We do that by combining simple-to-use technology with professional personal advice for all financial assets. Our Software-as-a-Service Platform automatically analyzes and plans all types of assets and enables professional advisors to deliver a data-driven and truly personal wealth management.
WEALTHPILOT
Industry:
FinTech SaaS
Founded:
2017-01-01
Address:
Munich, Bayern, Germany
Country:
Germany
Website Url:
http://www.wealthpilot.com
Total Employee:
51+
Status:
Active
Contact:
+49 89-809119210
Total Funding:
14.92 M EUR
Technology used in webpage:
SPF SSL By Default LetsEncrypt Google Tag Manager Content Delivery Network Domain Not Resolving Global Site Tag Mobile Non Scaleable Content Nginx Microsoft Exchange Online
Similar Organizations
Current Advisors List
Current Employees Featured
Founder
Investors List
Bayern Kapital
Bayern Kapital investment in Venture Round - wealthpilot
MIG Fonds
MIG Fonds investment in Venture Round - wealthpilot
Seventure Partners
Seventure Partners investment in Venture Round - wealthpilot
Official Site Inspections
http://www.wealthpilot.com Semrush global rank: 6.96 M Semrush visits lastest month: 670
- Host name: 76.76.21.21
- IP address: 76.76.21.21
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "wealthpilot"
wealthpilot | Digitalisierung für Vermögensmanagement
Wealthpilot hilft mir, die Gesamtrentabilität beim Kunden durch Abschöpfen der Liquidität zu optimieren. Durch die damit verbundene Transparenz kann man anders mit dem Kunden kommunizieren. Unser Ziel ist es, damit der Lotse …See details»
wealthpilot - Crunchbase Company Profile & Funding
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Wealthpilot 2025 Company Profile: Valuation, Funding ... - PitchBook
Wealthpilot General Information Description. Developer of a wealth management platform designed to offer personal advisory services. The company's platform combines the …See details»
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How much funding has this organization raised over time? Show . Announced Date . Transaction Name . Number of Investors . Money Raised . Lead Investors . Jan 20, 2021: Venture Round - …See details»
wealthpilot (Wealthpilot GmbH) - Startbase
Recent mentions of wealthpilot in podcasts & videos: Jobs at wealthpilot: Related companies. Moonfare. Startup 2016 Berlin. Moonfare. Platform allowing individuals to invest in top-tier …See details»
Tapping the full potential of wealth management for eve- ryone ...
Goals more effectively. wealthpilot’s growth during last year’s crisis demonstrates how well its service ... As the venture capital organization of the State of Bavaria, Bayern Kapital provides …See details»
Wealthpilot - Craft
Wealthpilot is a company that provides a technology intended to offer a digital infrastructure for personal investment advice of the future. It offers a software as a service providing asset …See details»
wealthpilot Overview | SignalHire Company Profile
Wealthpilot is a private company that has been in the industry for 7 years. The company currently specializes in the Computer Software, Internet Software, Fintech, Application Software, SaaS …See details»
wealthpilot - Contacts, Employees, Board Members, Advisors
Wealthpilot enables professional advisors to deliver a data-driven and truly personal wealth management.See details»
Wealthpilot - VentureRadar
Wealthpilot is a market-leading SaaS solution for advisors, asset managers and banks that allows to manage and plan all liquid and illiquid assets at the touch of a button. Offer your clients …See details»
wealthpilot Company Information - Funding, Investors, and More
Get information on funding, investors, industries, and more for wealthpilot. See wealthpilot company profile and funding data.See details»
“The mass-affluent segment is a huge market opportunity”: …
Mar 3, 2021 For wealthpilot, this digital transformation is a huge market driver as not only professional advisors but also big banks have accelerated their digital transformation plans in …See details»
Wealthpilot | EU-Startups
Articles about Wealthpilot: November 25, 2021 96 Top SaaS Startups and Companies in Germany; March 3, 2021 “The mass-affluent segment is a huge market opportunity”: Interview …See details»
wealthpilot | Digitalisierung für Vermögensmanagement
Die marktführende SaaS-Lösung für Berater, Vermögensverwalter und Banken lässt Sie alle liquiden und illiquiden Vermögenswerte auf Knopfdruck managen und planen.See details»
wealthpilot (Wealthpilot GmbH) - Startbase
Die neusten Erwähnungen von wealthpilot in Podcasts & Videos: Offene Jobs bei wealthpilot: Vielleicht auch interessant: Moonfare. Startup 2016 Berlin. Moonfare. Plattform, die es …See details»
WealthPilot
Revolutionize Wealth Management. Empower your financial decisions with cutting-edge AI-powered software designed for modern wealth managers.See details»
Wealthpilot raises €8m to fuel data aggregation push
Jan 27, 2021 Wealthpilot claims 8,500 banks, insurance companies, broker pools, and wealth firms on its book. Among its clients are Berliner Volksbank, Volksbank Mittelhessen, and …See details»
wealthpilot Company Information - Funding, Investors, and More
The company wealthpilot has raised a total of $5.42m in funding over 1 rounds. Key Insights: Unknown: $5.42m; 2019. wealthpilot Unknown (2019, $5M) $5.42m. Similar startup. Helsing …See details»
wealthpilot - The Wealth Mosaic
Wealthpilot unlocks the full potential of professional asset management on a white label platform to optimize the assets of all end customers. What we do We are developing a wealth …See details»
Wealthpilot - The Wealth Mosaic
Wealthpilot allows you to acquire new customers through an innovative sales process. The secret lies in the WOW effect, which you trigger by using wealthpilot with potential new customers. …See details»