wealthpilot provides digital software for holistic wealth management, enabling financial institutions to visualize complex client assets instantly. The platform integrates seamlessly with existing systems to streamline advisory processes and enhance the client experience through digital portals. This results in increased advisor productivity and stronger long-term client retention across private banking and wealth management segments.
Funding
$14.7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial advisors often struggle with fragmented data across multiple systems, leading to inefficiencies in client onboarding, portfolio analysis, and reporting. This lack of a unified view hinders their ability to provide comprehensive advice and optimize wealth management strategies.
Solution
wealthpilot offers a data aggregation and analysis platform designed to streamline wealth management for financial advisors. The platform consolidates data from over 11,500 bank and insurance connections, including depots, overnight accounts, and financing, providing a holistic view of a client's financial situation. It offers multi-layered analytics with intuitive graphical representations, portfolio optimization using Monte Carlo simulations and stress tests, and a marketplace for investment proposals. wealthpilot also automates report generation and provides alerts for new sales potential or threshold breaches, all within a digital process.
Target Audience
The primary customers are banks, wealth management firms, and asset managers seeking to enhance their advisory services through a unified digital platform.
Features
- Aggregates data from over 11,500 bank and insurance connections for a comprehensive financial overview.
- Offers multi-layered analytics with intuitive graphical representations for transparency.
- Includes a portfolio optimizer with Monte Carlo simulations and stress tests for scenario planning.
- Provides a marketplace for tailored investment proposals based on wealth analysis.
- Automates report generation for family office-level reporting.
- Sends automated alerts for new sales potential or when defined thresholds are reached.
- Offers interactive tools for marketing and lead generation, including a financial freedom calculator.