PortfolioPilot.com began with a team of AI wizards and ex-Bridgewater investors frustrated by the lack of transparency, high fees, and biases in traditional financial advisory services. We knew there had to be a better way to empower self-directed investors. Our solution was to combine Wall Street financial models with AI to deliver automated, personalized financial advice at a fraction of the cost.
Today, with over $20 billion in assets on the platform2,3, we offer advanced tools like Continuous Tax Optimization, fee visualization, and personalized investing recommendations—all for a low flat-fee monthly membership. To ensure that every investor has access to high-quality financial tools, we also provide a free version that includes essential features like portfolio tracking, estate planning, scenario modeling, and independent portfolio analysis.
Our passion for transparency also led us to launch the "Financial Advisor Horror Stories" series, highlighting real-life experiences of people who have been let down by biased and/or expensive advisors. In some ways, PortfolioPilot.com is our answer to these problems: providing affordable, transparent, and unbiased financial advice to help investors succeed on their own terms.
Alexander Harmsen
Alexander is an experienced tech entrepreneur, CEO, board member, and advisor, having founded multiple successful companies and organizations. His work has seen him produce multiple AI-driven products, scale sales globally, hire world-class executives, manage hundreds of employees, and raise over $25M in venture capital.
