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as an unique experience. At the touch of a button.

The market-leading SaaS solution for advisors, asset managers and banks that allows to manage and plan all liquid and illiquid assets at the touch of a button.

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Your customers will love it

... and in return you'll increase your Assets under Management

  • Icon – Up to 50% increase in AuM Up to 50% increase in AuM
  • Icon – Up to 70% increase in your productivity as an advisor Up to 70% increase in your productivity as an advisor
  • Icon – New Customer Aquisition and increased Customer Loyality New Customer Aquisition and increased Customer Loyality
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  • 164 bn. €

    Assets on Platform

  • 104000 investors

    in the DACH-Region

  • KSW
  • V-Bank
  • CommerzBank
  • Volksbank
  • Sparkasse
  • Hansen & Heinrich
  • Ypos

Our features speak for themselves

All Assets at a glance

Offer your clients intuitive and up to date insights on their total assets

Try now for free

iOS App in your Look & Feel

Offer your clients a smart and stylish App, in their own company design

All Assets at a glance

Even on mobile, your clients have a daily updated view of all assets

Simple control

Effortless overview of the whole financial situation, but also individual assets such as activation can be considered

Wir hosten bei DATEV

Data Security

At wealthpilot, your data security is our top priority!
All your customers' assets are stored in an high-security data center, at DATEV. The servers are secured through state-of-the-art technology and data is stored in encrypted form, making it illegible to all parties. The data is also transmitted in encrypted form between the server and your browser. The sovereignty over the data always lies with your client.

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Who we help

Icon – Financial Advisors, Asset Managers, Accountants, Family Offices Financial Advisors, Asset Managers, Accountants, Family Offices

wealthpilot enables #bionic advisory for professional advisors - the future of wealth management. Digital. And personal.

Icon – Associations Associations

For associations such as brokerage pools and custodian banks, wealthpilot provides an holistic asset-wide customer experience that is easy to use for end users and advisors.

Icon – Banks and Insurance companies Banks and Insurance companies

In the "Affluent" segment, wealthpilot digitalizes the essential part of the value chain without complex integration into the legacy systems.

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  • Logo – Zusammen. Zukunft. Gestalten.