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wealthpilot is trusted by 104,000+ investors in DACH Region – Here's what some of our customers have to say...

Axel Fiedler

Axel Fiedler

Executive Vice President and Head of Private Banking Berliner Volksbank eG

[...] we want to continuously supplement and further develop the personal advice provided to our customers by our highly motivated employees by means of digital offerings – and thus expand our competitive advantage. This has been achieved extremely well since the start of the cooperation with wealthpilot.

Boris Müller

Boris Müller

Head of Wealth Management Volksbank Mittelhessen eG

wealthpilot helps us turn challenges from changing customer behavior and digitalization into opportunities.

André Steverding

André Steverding

Head of Asset Management Volksbank Bocholt eG

Thanks to wealthpilot, we can focus on what we feel like doing – advising the customer.

Christian Schulz

Christian Schulz

Head of Private Wealth Management Volksbank Münsterland Nord eG

wealthpilot’s vision of creating a digital advisory platform that gives clients an overview of all assets, including implications in the area of retirement planning, liquidity or succession planning, convinced us at its core.

Andreas Born

Andreas Born

Head of Private Banking Sparkasse Rosenheim-Bad Aibling

The day after kick-off, we were already reaching out to customers and quickly met with enthusiasm.

Frank Ihln

Frank Ihln

Head of Sales Support Helvetia Leben Maklerservice GmbH

The bond between customer and intermediary can be strengthened by a tool like wealthpilot. As Helvetia, we aim to strengthen the bond between our intermediaries and provide them with maximum support. That is why we have given them wealthpilot.

Michael Mönch

Michael Mönch

Head of Private Banking & Liberal Professions Sparkasse Bodensee

A new digital experience is elementally important. It has to be simple, easy, and come with a quick, big “aha” experience. That’s what convinced me about wealthpilot.

Jochen Hagen

Jochen Hagen

Board Member Fürst Fugger Privatbank AG

Customers for whom an overall view of assets, including property values and other banking relationships are important, appreciate wealthpilot very much and enjoy working with it. For these customers, wealthpilot is a tool they no longer want to do without.

Timon Heinrich

Timon Heinrich

Founder and Board Member Hansen & Heinrich AG

In my view, traditional asset management or investment advice is optimally supported by such an online tool.

Amela Turkmanovic

Amela Turkmanovic

Founder and Managing Director GREEN familyoffice GmbH

wealthpilot helps keep track of assets and makes it transparent where the client currently stands financially and how he is positioned. That’s why wealthpilot is well received by my clients.

Christoph Leichtweiß

Christoph Leichtweiß

Managing Director YPOS Vermögensmanagement GmbH

With wealthpilot, we see more of the client’s assets. And because we see more assets, we can present better analysis for much of their asset structure.

Tobias Gabriel

Tobias Gabriel

Asset Manager HAC VermögensManagement AG

wealthpilot is way ahead in terms of features when it comes to total assets overview. I don’t know of any comparable or better tool. We feel very comfortable because with wealthpilot we have the best there is in the field. Our customers also confirm this.

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