EN
Start your free Trial!
wealthpilot-Team in Barcelona

We believe in wealth management democratization.

Vision

We believe that everyone should be able to control their financial life and reach their financial goals.

Mission

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.

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

wealthpilot collage

Did we catch your interest?
Call us on +49 89-80911920
or

Start Free Trial
  • Logo – Bayerisches Staatsministerium für Wirtschaft, Landesentwicklung und Energie
  • Logo – Bundesministerium für Wirtschaft und Energie
  • Logo – exist
  • Logo – ESF
  • Logo – EU
  • Logo – Zusammen. Zukunft. Gestalten.