Sales Team

The Sales Team at wealthpilot is responsible for driving revenue and market growth by acquiring and managing clients in the DACH region, as well as in strategic accounts. This team leverages their expertise in SaaS solutions to present and sell our data-driven wealth management platform to financial advisors and institutions. By employing a consultative sales approach, they ensure that our technology reaches a wide audience, empowering individuals to achieve their financial goals through personalized wealth management solutions.