Fundraising Fox
PortfolioPilot
13 employees on LinkedIn · 3 known investors
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10,386 people in our graph share verified history with the PortfolioPilot team — schools, employers, funds. One of them is your warm intro.
Celeste Fordunlockedknows Alexander Harmsen · together at Iris Automation (overlapped)
knows the team · via Engineers Without Borders Canada
knows the team · via MDA
×8knows the team · via YC S16
knows the team · via Airbus
Portfolio Pilot provides AI-powered financial advisory tools for individual investors to manage portfolios, optimize tax strategies, and plan for retirement and estate matters. The platform serves consumers seeking to avoid common investment mistakes and improve long-term financial outcomes.
Founders & leadership
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Alexander HarmsenCEOAlexander Harmsen founded and sold Iris Automation, an AI modeling software company, and holds degrees in Engineering Physics and Economics from the University of British Columbia. He is currently CEO and co-founder of PortfolioPilot, which provides AI-powered financial advisory tools for individual investors.
Investors · 3
Morado VenturesreportedLos Altos · $150K
How we know: funding news · Not right? Tell us
Unpopular VenturesreportedMiami · $100K – $500K
How we know: funding news · Not right? Tell us
Funding
SEC filings, press & company announcements$2M disclosed across 1 round · 2024
- $2MraisedAug 2024 · 2 sourcesSource ↗
Source: company announcements and press reports — follow each round's link for the claim.
In the news
Frequently asked questions
- What does PortfolioPilot do?
- Portfolio Pilot provides AI-powered financial advisory tools for individual investors to manage portfolios, optimize tax strategies, and plan for retirement and estate matters. The platform serves consumers seeking to avoid common investment mistakes and improve long-term financial outcomes.
- Who founded PortfolioPilot?
- PortfolioPilot was founded by Alexander Harmsen.
- Who are PortfolioPilot's investors?
- PortfolioPilot's investors include Atland Ventures, Morado Ventures, Unpopular Ventures.
- How much funding has PortfolioPilot raised?
- PortfolioPilot has disclosed $2M raised across 1 round.