Wealthpilot
HQ Address
Dachauer Straße 15b, Munich, 80335, Germany
Website Address
Business introduction
Wealth Management as an unique experience. At the touch of a button
The 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
We believe in wealth management democratization
Vision
We believe that everyone should be able to control their financial life and reach their financial goals.
Mission
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.
Idea
During their studies, Daniel Juppe and Stephan Schug were working on the idea of how digital technologies can democratize professional asset management and financial planning. And so, the idea of wealthpilot was born.
Wealthpilot Solutions
Wealthpilot
Your customers will love it ... and in return you'll increase your assets under management. Up to 50% increase in AuM Up to 70% increase in your productivity as an advisor New customer aquisition and increased customer loyality Increase assets under management from existing clients Financial advisory is communication. With wealthpilot you enter into a more intensive......
