Wealthpilot
Latest round
- Series B
Last raised
- Feb 2021
Total raised
- $15M
Investors
- 4
About Wealthpilot
Wealthpilot GmbH specializes in a digital wealth management platform designed to facilitate the advisory process for financial institutions. The company was founded by Christof Dallermassl, Daniel Juppe, Marco Richter, and Stephan Schug. The headquarters is located in Munich, Germany.Wealthpilot specializes in providing a digital platform for wealth management that streamlines the advisory process for financial institutions. Its core offerings include a comprehensive software solution that visualizes complex client portfolios with real-time insights into total wealth, including external assets. This platform enhances the client experience by eliminating data silos through seamless integration into existing systems, thus ensuring a smooth advisory process. The software caters to a diverse clientele primarily within the Private Banking and upper Private Client segments across Germany and other European markets, including cooperative banks and savings banks.70. The revenue model is largely based on subscription fees for its software services tailored to the needs of banks, wealth management firms, and financial advisors. Clients engage with various pricing plans that typically include annual licenses, which grant access to the full suite of features and ongoing support. The company plans to enhance its platform with new features and services, targeting deployment in new markets throughout Europe by the end of 2023. This strategic initiative aims to bolster wealth management offerings for a broader range of financial institutions, facilitating improved client services.
Who invested in Wealthpilot
4 investors across 3 rounds
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Questions about Wealthpilot
Who invested in Wealthpilot?
Wealthpilot has 4 investors on record across 3 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Wealthpilot raised?
Wealthpilot has raised 3 venture rounds. Sign up free to see how much each round raised and the total.
When did Wealthpilot last raise money?
Wealthpilot's most recent round on record is a Series B, in Feb 2021.
What does Wealthpilot do?
Wealthpilot GmbH specializes in a digital wealth management platform designed to facilitate the advisory process for financial institutions.
Where is Wealthpilot headquartered?
Wealthpilot is headquartered in Munich, Germany.
Which VCs invest in companies like Wealthpilot?
Among active investors with capital left to deploy, Index Ventures, European Investment Bank, Highland Europe and Balderton Capital back software companies at Wealthpilot's stage. Their profiles are linked below.
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