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 assetsand enables professional advisors to deliver a data-driven and truly personal wealth management.

FinTech

wealthpilot

wealthpilot's headquarters in Munich, Germany

This department is responsible for designing, developing, and maintaining software applications and systems.

Software Development

The Leadership Team at wealthpilot orchestrates the company's strategic vision, ensuring both technological innovation and superior personal financial advisory services. They oversee the development and execution of company-wide goals, drive market expansion, enhance customer success, and maintain operational excellence to democratize wealth management effectively.

Leadership 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.

Sales Team

The Support Team at wealthpilot is dedicated to ensuring seamless user experiences by providing expert assistance and problem resolution for our SaaS platform. They handle customer inquiries, manage technical issues, and facilitate smooth onboarding, all while working closely with other departments to enhance overall service quality.

Support Team

This department focuses on promoting products and services to target audiences through various channels.

Marketing

This department is responsible for defining and overseeing the development and delivery of products, ensuring alignment with market needs and business strategies.

People (6)

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Other teams

Leadership Team

Sales Team

Support Team

Marketing

Product Management