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wealthpilot logo — Die Lösung für Berater, Vermögensverwalter und Banken | Alle...

wealthpilot

Die Lösung für Berater, Vermögensverwalter und Banken | Alle liquiden und illiquiden Vermögenswerte managen und planen

Founded 2017 Germany Munchen, Germany 41 employees Acquired Total: $14.50M Fintech, SaaS

General Information

Company Name wealthpilot
Founded Year 2017
Location Germany Munchen, Germany +1
Employees 41
Industries Fintech, SaaS
Funding Stage Acquired
Social

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AI Insight

Bounce Watch AI
2 months ago

wealthpilot underwent a significant strategic shift with its acquisition by PS plus Portfolio Software & Consulting in December 2025, marking a successful exit. Following this acquisition, the company is still actively recruiting for one position in June 2026, indicating a continued focus on specific operational needs or integration efforts under the new ownership.

Signal Types
Acquisition Hiring
Strategic Labels
Strategic Acquisition Post-Merger Integration Talent Acquisition
Next Move: Integration
·
Impact: 10/10
·
Ideal For: M&A Analysts - Wealthtech

About wealthpilot

wealthpilot, a fintech startup founded in 2017 and headquartered in Germany, has positioned itself as an innovative solution for financial advisors, asset managers, and banks. The company's core offering revolves around managing and planning both liquid and illiquid assets, aiming to provide a competitive edge and enhance client advisory quality.

The startup promotes a hybrid wealth advisory approach, catering to a broad customer base with its digital infrastructure designed for personalized financial advisory. wealthpilot unifies clients, financial experts, and providers of innovative investment products to collectively achieve clients' financial goals. The solution reportedly boosts advisors' productivity by up to 70%.

The startup operates in the Fintech and SaaS sectors and recently attracted an acquisition investment on 01 December 2025 from PS plus Portfolio Software & Consulting, signaling strong market confidence and growth potential.

Taxonomy: hybrid wealth management, digital infrastructure, financial advisory, wealth management democratization, customer financial goals, data-driven advisory, bionic advisory, liquiden Vermögenswerte, illiquiden Vermögenswerte, productivity improvement, vermogensexperten, hybride Vermögensberatung

Services & Products

Holistic Wealth Management
Digital Advisory Solutions
Data Visualization
Productivity Enhancement
Client Portal Development

Target Customers

Private Banks Savings Banks Cooperative Banks Wealth Managers Family Offices Financial Advisors

Funding Rounds & Investors (6)

View All
Funding Stage Amount Investors Lead Investors Date
Acquisition •••••• 1 •••• •••• 01 Dec 2025
Late Vc •••••• 3
Investor Investor Investor
01 Jan 2021
Series A •••••• 1 •••• •••• 01 Jan 2020
Seed •••••• 1
Investor
01 Sep 2019
Seed •••••• - 01 Mar 2018

View All 6 Funding Rounds

Latest News

View All
Fintech Germany Award 2023 in Berlin verliehen — Vc-magazin.de
Fintech Germany Award 2023 in Berlin verliehen
Vc-magazin.de Dec 12, 2023

wealthpilot Alternatives & Competitors

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wealthpilot vs
Netfonds AG
Netfonds AG Germany

Die Netfonds Gruppe: Ihr Maklerpool, Haftungsdach, Mehrfachagent und Vermögensverwalter. Wir leben B...

134 employees
wealthpilot vs
isFINANCE AG
isFINANCE AG Germany

Nie wieder alter Wein in neuen Schläuchen.

12 employees
wealthpilot vs
Rahn+Bodmer Co.
Rahn+Bodmer Co. Switzerland

Wir denken in Generationen und nicht in Quartalen. Seit 1750.

125 employees
Financial Services, Banking
Compare wealthpilot vs Rahn+Bodmer Co.
Also compare with: wealthpilot vs AIQUNITED AIQUNITED wealthpilot vs evival Technologies GmbH & Co. KG evival Technologies GmbH & Co. KG View all alternatives

FAQ About wealthpilot

Die Lösung für Berater, Vermögensverwalter und Banken | Alle liquiden und illiquiden Vermögenswerte managen und planen
wealthpilot was founded in 2017.
wealthpilot is headquartered in Munchen, Germany.
wealthpilot operates in the following industries: Fintech, SaaS.
wealthpilot has approximately 41 employees.
wealthpilot has completed 6 funding rounds, raising a total of $14.50M. The latest funding stage is Acquired.
wealthpilot offers: Holistic Wealth Management, Digital Advisory Solutions, Data Visualization, Productivity Enhancement, Client Portal Development.
Top alternatives and competitors to wealthpilot include Netfonds AG, isFINANCE AG, Rahn+Bodmer Co., AIQUNITED, Piepenbrock. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
wealthpilot and Netfonds AG are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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