About Wealthpilot
Wealthpilot is a company based in Munchen (Germany) founded in 2010 by Christof Dallermassl.. 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.
- Headquarter Munchen, Germany
- Founders Christof Dallermassl
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Sectors
Technology
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Email
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Phone
*********
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Website
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Social
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- Legal Name Wealthpilot Gmbh
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$12.61 M (USD)
in 2 rounds
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Latest Funding Round
$9.69 M (USD), Series A
Jan 14, 2020
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Investors
Seventure Partners
& 2 more
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Employee Count
Employee Count
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Products & Services of Wealthpilot
Wealthpilot offers a comprehensive portfolio of products and services, including Wealth Cockpit, Data Aggregation, Vermögensanalyse, Marketplace, and Reporting. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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
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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 Total Funding
- Total Rounds 2
- Last Round Series A — $9.7M
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First Round
First Round
(01 Jun 2019)
- Investors Count 3
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan, 2020 | Amount | Series A - Wealthpilot | Valuation | Seventure Partners | |
| Jun, 2019 | Amount | Seed - Wealthpilot | Valuation | Bayern Kapital , MIG Fonds |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Wealthpilot
Wealthpilot has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Seventure Partners, Bayern Kapital and MIG Fonds. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Tech & Life Sciences focused stage agnostic VC firm investing in Europe, Asia & the US
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Founded Year | Domain | Location | |
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High-tech industries are targeted for investments by Bayern Kapital.
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Founded Year | Domain | Location | |
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Venture capital investments in technology companies are managed by MIG Fonds.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Wealthpilot
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Wealthpilot
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Wealthpilot Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Cloud-based financial planning and advisory solutions are provided for businesses.
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| domain | founded_year | HQ Location |
Wealth management solutions are provided online for financial markets.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by the firm.
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| domain | founded_year | HQ Location |
Financial planning software for IRA recordkeeping is offered.
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| domain | founded_year | HQ Location |
Retirement and superannuation solutions are provided, including investments and pensions.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Wealthpilot
When was Wealthpilot founded?
Wealthpilot was founded in 2010 and raised its 1st funding round 9 years after it was founded.
Where is Wealthpilot located?
Wealthpilot is headquartered in Munchen, Germany. It is registered at Munchen, Bayern, Germany.
Is Wealthpilot a funded company?
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 01, 2019.
What does Wealthpilot do?
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.
Who are the top competitors of Wealthpilot?
What products or services does Wealthpilot offer?
Wealthpilot offers Wealth Cockpit, Data Aggregation, Vermögensanalyse, Marketplace, and Reporting.
Who are Wealthpilot's investors?
Wealthpilot has 3 investors. Key investors include Seventure Partners, Bayern Kapital, and MIG Fonds.
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