wealthpilot

wealthpilot is a Munich-based software-as-a-service platform for a consolidated view of liquid and illiquid wealth. It serves wealth managers, advisers, banks, insurers and family offices, with tools used by professionals and their clients. The platform aggregates assets held outside the adviser’s own institution; it is not itself a claim that wealthpilot manages or custodies those assets.

The family-office proposition combines asset consolidation with reporting and advisory workflows. Users can review wealth across accounts and asset types, work with family structures, and assess retirement or inheritance scenarios. Before implementation, confirm which banks, custodians and private assets are supported, refresh frequency, manual-data requirements, valuation sources and reconciliation responsibilities.

The client-facing tools include web and mobile access, white-label presentation and document collaboration. Sharing information with tax advisers or other professionals requires appropriate permissions and agreed data responsibilities. A consolidated dashboard does not by itself establish that every asset valuation is independently verified or that planning outputs constitute personalised legal or tax advice.

An official announcement dated 4 December 2025 states that wealthpilot became part of the Finaplus group. It described more than €300 billion in daily aggregated wealthpilot assets and more than €600 billion across the combined platforms. These were dated platform-aggregation figures, not wealthpilot’s discretionary assets under management or a current audited valuation.

The 2025 announcement identified Stephan Schug as founder and Managing Director. The current legal imprint names Christopher Brinkmann as the company’s legal representative; that wording should not be expanded to a CEO title. The current family-office sales page names Florian Fischer and Benjamin Schieb as wealth-management experts. Confirm the relevant commercial, implementation and support contacts for the proposed engagement.

The company identifies a BaFin-regulated account-information service. This concerns that service’s regulatory scope; it does not imply a banking, custody or discretionary investment-management licence. Ask which services, entities and permissions apply to the intended integration and customer location.

A free trial is offered, but it does not establish a free ongoing subscription. Numeric subscription pricing, implementation charges, contract duration and service levels were not established from reviewed sources. Request a proposal covering data connections, users, client access, branding, migration, training and ongoing support.

Published contacts include sales@wealthpilot.de for product discussions, info@wealthpilot.de and support telephone +49 89 809119255. The published address is Dachauer Straße 15b, 80335 Munich. Start with representative family entities and account data requirements, test the supported integrations and reporting outputs, then agree access controls and operating responsibilities before rollout.

Sources: platform overview; wealth managers and family offices; company; legal imprint; Finaplus announcement. Reviewed 1 November 2026.

• Aggregate liquid, illiquid and externally held wealth
• Consolidated reporting for advisers and clients
• Family wealth and inheritance scenario planning
• Document sharing and advisory collaboration
• Client web and mobile access

• Daily wealth aggregation subject to supported data sources
• Adviser and client views across assets
• White-label web and mobile presentation
• Planning and document collaboration workflows

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA).

Wealth managers, advisers and family offices needing consolidated wealth reporting and client collaboration. Confirm supported institutions, asset data, planning scope and local availability.

Product inquiries: sales@wealthpilot.de. General contact: info@wealthpilot.de. Published support phone:+49 89 809119255. Confirm implementation and service-level terms.

Discuss users, family entities, liquid and illiquid assets, institutions and reporting. Test data connections and outputs, then agree migration, access, training, branding, pricing and support.