TD

Tihana Dragic

Chief Operating Officer

wealthpilot GmbH


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
wealthpilot GmbH
Industry
information technology & services
Employees
50.0
Seniority
C suite
Annual Revenue
6000000.0
Total Funding
12523788.0
Latest Funding
Venture (Round not Specified)

Technologies

Outlook Microsoft Office 365 Mailchimp Mandrill Hubspot Google Tag Manager Google Maps Google Font API Mobile Friendly Google Play Google Maps (Non Paid Users) SAP AI Remote

Keywords

fintech software saas vermoegensverwaltung vermoegensberatung hybride beratung hybride vermoegensberatung bionic advisory software development wealth management digital financial advice hybrid consulting data aggregation liquid assets illiquid assets financial planning portfolio optimization investment recommendations financial analysis customer relationship management automated reporting client onboarding psd2 integration digital security multibanking customer experience asset visibility client engagement lead generation regulatory compliance financial transparency real-time updates risk analysis monte carlo simulation stress testing investment marketplace customer success data privacy cross-platform integration user-friendly interface comprehensive portfolio view financial goals transaction alerts automated notifications financial advisor tools tailored investment strategies service automation client insights long-term planning high-value client engagement financial dashboards market analysis asset under management intelligent financial software customer empowerment dynamic portfolio management comprehensive wealth platform digital advisory solutions finance technology information technology & services financial services computer software investment management crm sales enterprise software enterprises b2b marketing & advertising

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