Our Team
We are a powerhouse team of finance and technology professionals, bringing together expertise from industry giants like Pictet Wealth Management, Goldman Sachs, Deutsche Bank, J.P. Morgan, Lombard Odier, Yahoo, Facebook and Meta. With a shared passion for innovation and a deep understanding of the financial landscape, we are on a mission to revolutionize the industry and empower private bankers and wealth managers globally. Lets get in touch and unlock your wealth management goals!
Mapping the Future of Wealth
We are rethinking estate and wealth advice for the digital age. WMCockpit was founded by wealth management and technology experts who saw a critical gap in the market. While financial assets were being digitized, the most important part of wealth - legacy, succession, and estate planning - was still stuck in paper documents and disconnected spreadsheets. This fragmentation creates risk, inefficiency, and missed opportunities for families and their advisors.


