We believe that everyone should be able to control their financial life and reach their financial goals.
We believe in wealth management democratization.
We do that by combining simple-to-use technology with professional personal advice for all financial assets. Our Software-as-a-Service Platform automatically analyzes and plans all types of assets and enables professional advisors to deliver a data-driven and truly personal wealth management.
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.