The Finaplus Group is acquiring Munich-based “wealth-as-a-service platform” provider wealthpilot. With this private equity-backed and highly complex acquisition of the Munich-based company wealthpilot, Finaplus secures one of the best-known providers of digital client portals and aggregation solutions.
The deal is a strategic milestone in the DACH region and Luxembourg. The merger creates a technological heavyweight in the WealthTech segment in the DACH region, representing assets of over 600 billion euros on its platforms.
Wealthpilot merges with Finaplus - Munich Startup
Consolidation in the WealthTech market: Finaplus acquires wealthpilot