About Wealthpilot
Wealthpilot is a company based in Munchen (Germany) founded in 2010 by Christof Dallermassl was acquired by FINAplus in December 2025. Wealthpilot has raised $12.61 million across 2 funding rounds from investors including Seventure Partners, Bayern Kapital and MIG Fonds. Wealthpilot offers products and services including Wealth Cockpit, Data Aggregation, Vermögensanalyse, Marketplace, and Reporting. Wealthpilot operates in a competitive market with competitors including Planful, Iress, Modern Wealth Management, iraLogix and Link Group, among others.
- Total Equity Funding$12.61M (USD)
in 2 rounds
- Latest Funding Round$9.69M (USD), Series A
Jan 2020
- InvestorsSeventure Partners
& 3 more
- Acquired byFINAplus
(Dec 2025)
Products & Services of Wealthpilot
Wealthpilot offers a comprehensive portfolio of products and services, including Wealth Cockpit, Data Aggregation, Vermögensanalyse, Marketplace, and Reporting.
Tool for efficient wealth analysis and management processes
Aggregates financial data from banks and insurers
Performs detailed asset evaluations and visualizations
Provides tailored investment suggestions based on data
Generates automated financial reports for clients
Apps and channels of Wealthpilot
Wealthpilot publishes 1 mobile app with over 1K+ downloads; its YouTube channel wealthpilot GmbH has 5.53K subscribers and 30 videos.
Videos from Wealthpilot
The most watched videos on Wealthpilot's YouTube channel, wealthpilot GmbH (5.53K subscribers). Click a video to play it here.
More on wealthpilot GmbH.
Funding Insights of Wealthpilot
Wealthpilot has successfully raised a total of $12.61M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $9.69 million completed in January 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $12.61M
- Total Rounds 2
- Last Round Series A — $9.69M
- First Round $2.92M
(Jun 2019)
- Investors Count 3
All 2 funding rounds of Wealthpilot with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2020 | $9.69M | Series A | – | Seventure Partners | |
| Jun 2019 | $2.92M | Seed | – | Bayern Kapital, MIG Fonds | – |
4 investors in total: 4 institutional.
Investors in Wealthpilot
Wealthpilot has secured backing from 4 investors, including venture fund investors. Prominent investors backing the company include Seventure Partners, Bayern Kapital and MIG Fonds.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Tech & Life Sciences focused stage agnostic VC firm investing in Europe, Asia & the US | – | seventure.fr | Paris, France | |
High-tech industries are targeted for investments by Bayern Kapital. | – | bayernkapital.de | Landshut, Germany | |
Venture capital investments in technology companies are managed by MIG Fonds. | – | mig-fonds.de | Germany | |
Software solutions for wealth management and portfolio tracking services. | 2023 | finaplus.de | Mainz, Germany |
Investor details for Wealthpilot
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Wealthpilot
19 people are tracked at Wealthpilot (9 in leadership, 10 in team).
| Name | Role | Group |
|---|---|---|
Christof Dallermassl | Co-Founder | Leadership |
Raphael Regner | Head of Support | Leadership |
Ariane Kühnemann | Head of People&Culture | Leadership |
Stephan Schug | Co-founder & CEO | Leadership |
Frederik Sturm | VP Product | Leadership |
Tihana Dragić | Chief Operating Officer | Leadership |
Florian Kirchmeir | Co-Founder | Leadership |
Christopher B. Brinkmann | Vice President of Customer Success | Leadership |
Christian Frank, MBA | Head of Sales - Strategic Accounts | Leadership |
Dennis Roffmann | Team Lead Customer Success - Professional Advisors | Team |
Lydia Langer | Recruiting Support | Team |
Tobias-Gian Kürzdörfer | People and Culture Manager - Recruiting | Team |
Adeel Desai | Senior Finance Manager | Team |
Sonam Bhadauria | Product Owner | Team |
Joe D. | SVP US Market | Team |
Tamara Giesen | Mitarbeiterin Mid Level Support | Team |
Florian Fischer | Senior Sales Manager | Team |
Michael Plank | Senior Sales Manager | Team |
Christian Späth | Senior Sales Manager - SaaS | Team |
Complete people profiles for Wealthpilot
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Wealthpilot
4 dated milestones of Wealthpilot across 15 years, from founding to its latest funding, stage changes and deals.
- Founded Wealthpilot is founded.
- Funding First funding round of $2.9M.
- Funding Latest funding round, Series A, of $9.7M.
- Exit Acquired by FINAplus.
Competitors of Wealthpilot
Wealthpilot operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Planful, Iress, Modern Wealth Management, iraLogix and Link Group, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. | |
| iress.com | 1993 | Melbourne, Australia | – | – | Wealth management solutions are provided online for financial markets. | |
| modwm.com | 2023 | Lenexa, United States | $200M | 101 | Wealth management services are provided to clients by the firm. | |
| iralogix.com | 2015 | Doral, United States | $48.38M | – | Financial planning software for IRA recordkeeping is offered. | |
| linkgroup.com | 2005 | Sydney, Australia | – | 989 | Retirement and superannuation solutions are provided, including investments and pensions. | |
| advizr.com | 2013 | New York, United States | $9.67M | 23 | Financial Planning Software for advisors | |
| asset-map.com | 2008 | Philadelphia, United States | $7.5M | 26 | Cloud-based practice management solution for financial advisors is offered. | |
| rightcapital.com | 2012 | New Haven, United States | $3.32M | 35 | Financial planning and tax planning solutions provider for financial advisors | |
| abaka.io | 2016 | San Francisco, United States | – | – | Patients' clinical and financial aspects are managed via healthcare platform. |
Detailed competitors of Wealthpilot
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Wealthpilot
Complete news archive for Wealthpilot
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Wealthpilot
10 companies that operate in the same segment as Wealthpilot (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Wealthpilot
Wealthpilot was founded in 2010 and raised its 1st funding round 9 years after it was founded.
Wealthpilot is headquartered in Munchen, Germany. It is registered at Munchen, Bayern, Germany.
Wealthpilot is a funded company, having raised a total of $12.61M across 2 funding rounds to date. The company's 1st funding round was a Seed of $2.92M, raised on Jun 2019.
Wealthpilot was founded in 2010 in Munich, Germany, within the financial technology sector. SaaS platforms are utilized to deliver advisory and planning services, including tools for wealth and finance management, financial plan development, task automation, and hybrid consulting options. Operations focus on app-based access, compatible with Android and iOS devices, supporting users in structured financial oversight.
Wealthpilot offers Wealth Cockpit, Data Aggregation, Vermögensanalyse, Marketplace, and Reporting.
Wealthpilot has 4 investors. Key investors include Seventure Partners, Bayern Kapital, MIG Fonds, and FINAplus.
Wealthpilot operates through Wealthpilot Gmbh.
Yes. Wealthpilot was acquired by FINAplus in December 2025.
Yes. Wealthpilot publishes wealthpilot, with over 1,000 downloads.