PortfolioPilot
Latest round
- Seed
Last raised
- Aug 2024
Total raised
- $2M
Investors
- 3
About PortfolioPilot
PortfolioPilot is a financial technology company that specializes in AI-powered portfolio management solutions. Founded by Alexander Harmsen, the company is headquartered in San Francisco, US. Its primary product is an AI-driven portfolio management platform that utilizes sophisticated financial models and machine learning to deliver personalized investment recommendations, tax optimization strategies, and risk assessments. Key features include net worth tracking, scenario modeling, and a financial assessment tool that integrates data from various investment accounts, such as brokerage accounts, 401Ks, and real estate.PortfolioPilot generates revenue through a subscription-based model with several pricing tiers. The Gold plan, priced at USD 29 per month, offers advanced features like personalized recommendations and an AI assistant. Additionally, a free plan is available, allowing users to explore basic functionalities. The revenue transactions occur directly between the company and its clients, facilitating strong customer engagement. The investment will support the development of new products and features, aiming for a broader reach in the market. The company is focusing on expanding its presence in additional regions, particularly targeting international markets in Europe and Asia by 2025.
Who invested in PortfolioPilot
3 investors across 1 round
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Funding rounds
Seed
Aug 1, 2024
Amount
$2M
Investors
Questions about PortfolioPilot
Who invested in PortfolioPilot?
PortfolioPilot has 3 investors on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has PortfolioPilot raised?
PortfolioPilot has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did PortfolioPilot last raise money?
PortfolioPilot's most recent round on record is a Seed, in Aug 2024.
What does PortfolioPilot do?
PortfolioPilot is a financial technology company that specializes in AI-powered portfolio management solutions.
Where is PortfolioPilot headquartered?
PortfolioPilot is headquartered in San Francisco, US.
Which VCs invest in companies like PortfolioPilot?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at PortfolioPilot's stage. Their profiles are linked below.
VCs backing software startups at Seed
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