wealthpilot
Builders in Fintech has recorded 2 equity rounds for wealthpilot, most recently an unspecified round of €8M on 20 January 2021.
Added ·
- €10.6M
- Unspecified · €8M · 20 January 2021
Timeline
Unspecified · €8M
Unspecified · €2.6M · Bayern Kapital, of Bavaria
All funding rounds in the database
Product
Wealth management software for banks, advisers and family offices
Wealth and investing
Markets: Germany
wealthpilot is a German software-as-a-service platform for wealth management. Private banks, savings and cooperative banks, asset managers, family offices and financial advisers use it to aggregate, analyse and plan all of a client's liquid and illiquid assets, prepare advice and reports, and digitise client servicing. The company is now part of the Finaplus group.
Description from the company website · Source