wealthpilot GmbH, based in Munich and Graz, is a fast-growing technology company that provides a digital infrastructure for the personalised wealth advice of the future. The SaaS platform of the same name is currently used to manage around EUR 195 billion in assets (as of September 2023). At its core is a powerful data aggregation technology that ensures high data quality. Thanks to the SaaS concept, it is possible to implement the digital platform for different types of customers within a very short space of time. All steps from aggregation to the offer take place in a homogeneous process on one platform.
