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wealthpilot
company
About
wealthpilot enables professional advisors to deliver a data-driven and truly personal wealth management.
- 51 - 100
Highlights
Details
- Last Funding Type
- Series Unknown
- Last Funding Money Raised
- €8M
- Industries
- FinTech,SaaS
- Founded date
- Jan 1, 2017
- Number Of Employee
- 51 - 100
- Operating Status
- Active
We believe in wealth management democratization. We believe that everyone should be able to control their financial life and reach their financial goals. We do that by combining simple-to-use technology with professional personal advice for all financial assets. Our Software-as-a-Service Platform automatically analyzes and plans all types of assets and enables professional advisors to deliver a data-driven and truly personal wealth management.
Funding Rounds
Number of Funding Rounds
Total Funding Amount
1
€8M
wealthpilot has raised a total of
€8M
in funding over 2 rounds. Their latest funding was raised on
Jan 20, 2021 from a Series Unknown round.
| Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
|---|---|---|---|---|---|---|
| Jan 20, 2021 | Series Unknown | €8M | 1 | — | — | Detail |
Investors
Number of Lead Investors
Number of Investors
—
1
wealthpilot is funded by 1 investors.
Bayern Kapital
are the most recent investors.
| Investor Name | Lead Investor | Funding Round |
|---|---|---|
Bayern Kapital
|
— | Series Unknown |
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