SaaS platform for hybrid wealth management

wealthpilot wealthpilot.com

Invested since 2019

wealthpilot is the market leader in cloud-based software for hybrid wealth management. Headquartered in Munich, Germany, the FinTech delivers a digital infrastructure for personal wealth advice of the future with the goal of democratizing professional wealth management. wealthpilot makes this possible through the symbiosis of intuitive technology and personal advice for all assets.

The Software as a Service (SaaS) platform analyzes all liquid and illiquid assets in an automated way, enabling professional wealth advisors to provide transparent, data-driven and at the same time personalized advice. The customer base includes credit unions, savings banks, insurance companies, broker pools as well as independent wealth advisors and managers. There is strong demand for wealthpilot’s model: over 130 billion euros (as of February 2022) in assets are analyzed using wealthpilot software.

 

wealthpilot on the cooperation with MIG Capital:

 

“MIG, in particular Kristian Schmidt-Garve and Boris Bernstein, has supported us with their know-how and network in the further development of the equity story since day 1 of their investment in wealthpilot. We are looking forward to the next steps together!” Daniel Juppe and Stefan Schug, Co-CEOs

 

Milestones
wealthpilot is founded 2017
MIG invests in wealthpilot 2019
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