Wealthpilot
Curated by SignalWealth management software suite optimizing advisory services for financial institutions.
Overview
Wealthpilot is a company that offers a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The target audience for Wealthpilot includes wealth advisors, tax advisors, asset managers, family offices, banks, and insurance companies. The software seeks to address inefficiencies in wealth advisory services by providing real-time data aggregation and personalized investment products. Additionally, the platform includes compliance features and application programming interfaces (APIs) that allow for integration with external financial services, which may contribute to operational efficiency and client engagement in a digital environment.
Key facts
- Founded
- 2017
- Headquarters
- Munich, Germany
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 5 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
- Phone
- Sign up to view
Open roles
2 rolesInitiative Application (m/f/d)
Munich, Bavaria, Germany
Werkstudent (m/w/d) Sales – Banken
Munich, Bavaria, Germany
