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