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Wealthpilot

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wealthpilot GmbH

Asset and Wealth Management

About Wealthpilot

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.

Acquired by Finaplus in December 2025.

Funding

€14.9m

Total raised

€40m

Valuation

RoundYearAmount
Latest round 2021 €8m
Round −1 2019 €4.9m
Round −2 2018 €2m

Financials (€m)

YearRevenueEBIT
2018 €200k €-1.2m
2019 €500k €-2.4m
2020 €1.2m €-3.7m
2021 €1.6m €-6.1m