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 Munich, Germany. It is registered at Dachauer Str. 15b 80335 München.

Which legal entities is Wealthpilot associated with?

Wealthpilot is associated with wealthpilot GmbH.

How many employees does Wealthpilot have?

As of Aug 31, 2026, the latest employee count at Wealthpilot is 39.

Is Wealthpilot a funded company?

Wealthpilot is a funded company, having raised a total of $12.6M across 2 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on 2019.

When was the latest funding round of Wealthpilot?

Wealthpilot's latest funding was a $***** Series A round on Jan 14, 2020, with participation from 3 investors. Its primary sector is Investment Tech. In Germany, the Investment Tech sector has seen $211M in funding in 2026 to date.

Where does Wealthpilot rank among its competitors?

Wealthpilot ranks 79th amongst 827 active competitors, of which 109 are funded. It stands 8th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $450M in Sep, 2026.

Who are the top competitors of Wealthpilot?

Wealthpilot's top competitors include Avaloq, KFin Technologies and Broadridge. Among them, FNZ secured the most recent funding round in September, 2026.

Wealthpilot - 2026 Company Profile, Team, Funding, Competitors & Financials

Wealthpilot is an acquired company based in Munich (Germany), founded in 2010 by Marco Richter and Matthias Schmitt. It operates as a Provider of software for financial planning and wealth management services. Wealthpilot has raised $12.6M in funding from investors like Seventure Partners, Bayern Kapital and MIG Fonds. The company has 827 active competitors, including 109 funded and 108 that have exited. Its top competitors include companies like Avaloq, KFin Technologies and Broadridge.

Company Details

Provider of software for financial planning and wealth management services. The software offers tools for data analysis, client experience enhancement, and portfolio visualization. It facilitates integration with existing systems, aiming to streamline advisory processes. The platform provides features for asset monitoring, optimization, reporting, and secure communication.

Website: wealthpilot.com
Social
Email ID: *****@wealthpilot.de
Phone Number: +49 **********
Registered Address: Dachauer Str. 15b 80335 München

Key Metrics

Founded Year

2010

Location

Munich, Germany

Stage

Acquired

Total Funding

$12.6M in 2 rounds

Latest Funding Round

Series A, Jan 14, 2020, $*****

Investors

Seventure Partners & 4 more

Ranked

79^th among 827 active competitors

Employee Count

39 as on Aug 31, 2026

Similar Companies

Avaloq & 888 more

Exit Details

Acquired by Finaplus (Dec 04, 2025)

View Wealthpilot's full profile

Wealthpilot is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
wealthpilot GmbH CIN: HRB232064 , Germany, Active	Mar 15, 2017	-	50 (As on Dec 31, 2023)

Wealthpilot got acquired by Finaplus on Dec 04, 2025.

Click here to take a look at Wealthpilot's acquisition in detail

Wealthpilot has raised a total funding of $12.6M over 2 rounds. Its first funding round was on 2019. Its latest funding round was a Series A round on Jan 14, 2020 for $*****. 3 investors participated in its latest round. Wealthpilot has 5 institutional investors.

Here is the list of recent funding rounds of Wealthpilot:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 14, 2020	2883079	Series A	1954273	8257463	3912512	5022067
2019	2709	Seed	5249	7170	Bayern Kapital & 1 more	1133

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View details of Wealthpilot's funding rounds and investors

The founders of Wealthpilot are Marco Richter and Matthias Schmitt.

Here are the details of Wealthpilot's key team members:

Marco Richter: Co - Founder und Berater bei wealthpilot GmbH of Wealthpilot. They serve on the board of 1 company.
Matthias Schmitt: Former Co-Founder of Wealthpilot and founder of 1 other company.

Wealthpilot's Board of Directors

Wealthpilot's board has 1 active member. Stephan J Schug is independent board member.

Here is the list of Wealthpilot's board of directors:

Name	Type	Representing	Status	Duration
xawdegg	Team	-	Past	7y 9m
Stephan J Schug	Independent board member	-	Current	9y 6m
qnbywgo	Independent board member	-	Past	7y 9m
j{qdgri	Independent board member	-	Past	2y 4m
vlorkeh	Independent board member	-	Past	9y 5m

View details of Wealthpilot's Founder profiles and Board Members

Wealthpilot's employee count trend

Wealthpilot has 39 employees as of Aug 26. Here is Wealthpilot's employee count trend over the years:

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Top competitors of Wealthpilot include Avaloq, KFin Technologies and Broadridge. Here is the list of Top 10 competitors of Wealthpilot, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 3 others	76/100
2nd	KFin Technologies 2017, Hyderabad (India), Public	Provider of software solutions for transaction management, compliance, and data analytics	$42.1M	Kotak Mahindra Bank, Compar Estates and Agencies ... & 11 others	76/100
3rd	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
4th	Altruist 2018, Culver City (United States), Acquired	Portfolio management software for financial advisors	$602M	Venrock, Insight Partners & 17 others	72/100
5th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	72/100
6th	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 60 others	71/100
7th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.97B	General Atlantic, Temasek & 14 others	70/100
8th	Centricity 2022, Gurugram (India), Series A	Digital private wealth management platform for individuals	$51M	Burman Family, SMBC Asia Rising Fund & 40 others	70/100
9th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	65/100
10th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
79th	Wealthpilot 2010, Munich (Germany), Acquired	Provider of software for financial planning and wealth management services	$12.6M	Seventure Partners, MIG Fonds & 3 others	46/100