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

Stephan Schug

Adeel Desai

Joe D.

Tihana Dragić

Marco Richter

Frederik Sturm

Florian Kirchmeir

Christopher B. Brinkmann

Christof Dallermassl

Ariane Kühnemann

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

Sales Team

Leadership Team

Customer Success Team

Support Team

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Other teams at wealthpilot

Sales Team

Leadership Team

Customer Success Team