Fundraising Fox
PortfolioPilot
13 employees on LinkedIn · 3 known investors
Find your way into PortfolioPilot
Sign up to see every warm intro you have to PortfolioPilot
- Paths you didn't know you had: your email and LinkedIn already hold routes to the PortfolioPilot team. We find them for you
- 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
- Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone
Days of research, done the moment you sign in, with every route ranked by how warm it is.
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
AH
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.