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wealthpilot

Durch den Einsatz von wealthpilot können Sie sich als Vorreiter in der Branche einen Wettbewerbsvorteil verschaffen und steigern damit die Qualität in der Kundenberatung. Wir glauben, dass hybride Vermögensberatung einer breiten Kundenschicht profitabel angeboten werden kann. So liefern wir eine digitale Infrastruktur für die persönliche Vermögensberatung der Zukunft. wealthpilot vereint Endkunden, Vermögensexperten und Anbieter von innovativen Anlageprodukten, um gemeinsam die finanziellen Lebensziele der Kunden zu verwirklichen. Mit wealthpilot können Sie das volle Potential aus dem Vermögen Ihrer Kunden schöpfen. Dabei verzeichnen wir Produktivitätssteigerungen der Berater um bis zu 70%. Mit 80 Jahren Erfahrung im Bereich Datensicherheit und SaaS stehen wir zudem für Sicherheit und Vertrauen. Mehr zu unserer Lösung finden Sie auf unserer Website: www.wealthpilot.com/de

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Software Development 43 Employees Found 10 Similar Companies
43 Employees Found
93% Email Coverage
$6.0M Est Revenue
1 Office HQ
10 Similar Companies
Jul '26 Last Verified

wealthpilot Technology Stack

Hubspot Forms

HubSpot Forms is a user-friendly tool that allows businesses to create customizable online forms to capture leads, gather customer information, and integrate seamlessly with HubSpot's CRM for effective marketing and sales automation.

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Hubspot Messages

HubSpot Messages is a live chat and messaging tool that enables businesses to communicate with website visitors in real-time, providing instant support, capturing leads, and enhancing customer engagement directly through your website.

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HubSpot Conversations

HubSpot Conversations is a live chat and messaging tool that enables businesses to connect with visitors in real-time, automate responses, and streamline customer communication across websites, email, and social media for improved engagement and support.

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Hotjar

Hotjar is an analytics and feedback tool that provides website heatmaps, visitor recordings, and surveys to help businesses understand user behavior and improve website experience.

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HubSpot Analytics

HubSpot Analytics provides comprehensive insights into your marketing and sales performance, enabling data-driven decisions with customizable dashboards, real-time reporting, and detailed metrics to optimize your growth strategies.

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Frequently asked questions about wealthpilot

Who is the CEO of wealthpilot?

Stephan Schug is the CEO of wealthpilot.

Who are the decision makers in wealthpilot?

The decision makers in wealthpilot are Stephan Schug, Christof Dallermassl, Florian Kirchmeir, etc. Click to Find wealthpilot decision makers emails.

Where is wealthpilot headquarters located?

wealthpilot headquarters is located at Dachauer Straße 15b, München, Bayern 80335, DE.

What is wealthpilot's annual revenue?

wealthpilot generates an estimated $1M–$10M annually, based on industry analysis and publicly available market data.

How can I contact wealthpilot?

You can contact wealthpilot by calling (415) 555-0199.

Where is wealthpilot headquarters located?

wealthpilot headquarters is located at Dachauer Straße 15b, München, Bayern 80335, DE.

What is wealthpilot's annual revenue?

wealthpilot generates an estimated $1M–$5M annually, based on industry analysis and publicly available market data.

How can I contact wealthpilot?

You can contact wealthpilot by calling (415) 555-0199.

What is wealthpilot Contact number?

You can contact wealthpilot at (415) 555-0199. For faster support, we recommend reaching out via email or the contact form on their website.