Founded in 2017, wealthpilot is a German financial technology company that has developed a leading SaaS platform for hybrid wealth advisory. The company's mission is to empower financial advisors, banks, and wealth managers to provide their clients with a comprehensive and digital overview of their total assets. By aggregating data from various sources like bank accounts, depots, and real estate, the platform enables advisors to deliver personalized, data-driven financial planning and maintain a collaborative relationship with their clients through a modern, often white-labeled, digital interface.

Founded in

Germany