wealthpilot

wealthpilot

wealthpilot provides SaaS asset management solutions. With wealthpilot's SaaS platform, asset advisors and asset managers can serve more assets and asset classes of new and existing clients, and save time through process automation. Die marktführende SaaS-Lösung für Berater, Vermögensverwalter und Banken lässt Sie alle liquiden und illiquiden Vermögenswerte auf Knopfdruck managen und planen.

Total funding
~$14M
HQ 🇩🇪
Munich, Germany
Year founded
2017
Status
Alive
People
Christof Dallermassl
Founder
Daniel Juppe
Founder, Managing Director
Florian Kirchmeir
Founder
Marco Richter
Founder, Managing Director
Matthias Schmitt
Founder
Stephan Schug
Founder, Managing Director
Tihana Dragic
Chief Operating Officer
Investors
Seventure Partners
Undisclosed Angel Investors
Bayern Kapital
MIG Fonds
Categories
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