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.
- 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
Not available
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Net Profit
Not available
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EBITDA
Not available
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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
& 3 more
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Employee Count
Not available
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Acquired by
FINAplus
(Dec 04, 2025)
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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.
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
People of Wealthpilot
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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.
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.
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Tech & Life Sciences focused stage agnostic VC firm investing in Europe, Asia & the US
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High-tech industries are targeted for investments by Bayern Kapital.
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Venture capital investments in technology companies are managed by MIG Fonds.
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Investor details for Wealthpilot
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Investments & Acquisitions by Wealthpilot
Investment portfolio details for Wealthpilot
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Financial Statements - Wealthpilot
Detailed financials for Wealthpilot
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Wealthpilot Comparisons
Peer comparison for Wealthpilot
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
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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.
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Cloud-based financial planning and advisory solutions are provided for businesses.
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Wealth management solutions are provided online for financial markets.
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Wealth management services are provided to clients by the firm.
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Financial planning software for IRA recordkeeping is offered.
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Retirement and superannuation solutions are provided, including investments and pensions.
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Detailed competitors of Wealthpilot
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Latest news on Wealthpilot
Complete news archive for Wealthpilot
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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.
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.