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wealthpilot-Team in Barcelona

We believe in wealth management democratization.

Vision

We believe that everyone should be able to use their full wealth potential.

Mission

The way we do that is by using technology to allow high quality holistic advisory, accessible at a touch of a button.
Our software lets professional advisors collaborate with clients to meet their financial goals by automatically managing all their assets.

Idea

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.

Our team combines competence, passion and vision in all relevant fields

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