We believe that first-class wealth management advice, currently only available to high-net-worth individuals in family offices, can be profitably offered to a broad range of customers. Everyone should be able to control their financial life and reach their financial goals.
We believe in wealth management democratization.
Our mission is to grow and digitalise the hybrid wealth management market by leveraging unique data intelligence delivered through a market-leading platform for wealth managers, financial products, banks and their end users
During their studies, Daniel Juppe and Stephan Schug were working on the idea of how digital technologies can democratize professional asset management and financial planning. And so, the idea of wealthpilot was born.