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wealthpilot receives certification for European banks and welcomes new clients and platform partners

wealthpilot, a FinTech start-up based in Munich and Graz, has achieved several milestones in its growth journey. wealthpilot develops and provides a software-as-a-service platform for “hybrid wealth advisory”.

The software supports wealth and assets managers by automating their non-value-creating processes and enabling them to once more focus on their clients with personal, bespoke advisory. Not only has wealthpilot completed a 4.9 million Euro Series A financing round in 2019, which Bayern Kapital also participated in, in October of last year it also received official approval by the German Federal Financial Supervisory Authority (BaFin) as part of the European Union’s Payment Services Directive (PSD2). This approval means that wealthpilot certifiably fulfils the strict requirements of the directive with regard to data security and data protection at the level of banks. With new funds and the BaFin certification, wealthpilot has managed to gain a number of new clients and partners for its platform, including the Volksbank Berlin, one of the largest cooperative banks in Germany, and Helvetia Versicherungen, a global insurance group from Switzerland.