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Wealthpilot GmbH provides a digital wealth management platform that helps banks and financial advisors visualize client portfolios.
Founded by Christof Dallermassl, Daniel Juppe, Marco Richter and Stephan Schug and based in Munich, Germany, Wealthpilot GmbH sells software to private banks, cooperative banks, savings banks and wealth managers. The platform shows complex client portfolios, including external assets, and integrates with existing systems. Revenue comes mainly from annual software subscriptions. In February 2021 the company raised EUR 8 million in Series B funding led by NextStage, with participation from Bayern Kapital and MIG Verwaltungs AG.
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