Munchen, Germany
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.
