PortfolioPilot.com, a San Francisco, CA-based AI-driven financial advisory platform from Global Predictions, closed a $2M seed funding round.
Backed by Morado Ventures, NEA Angel Fund, Unpopular Ventures, and several prominent Silicon Valley angel investors, this new capital brought the total funds raised to $4M.
The company intends to use the funds to enhance AI capabilities and bring personalized investment insights to the market.
PortfolioPilot.com is a next generation financial advisor that empowers individuals to take control of their finances. With over 22,000 users and more than $20B in assets on its platform1, PortfolioPilot.com is transforming personalized financial advice with artificial intelligence and hedge fund-inspired models, providing personalized analysis and actionable recommendations to help individuals feel more confident in managing their own financial assets and investments. In August 2023, the company was approved by the SEC to act as a Registered Investment Advisor, allowing it to provide completely automated financial advice.
The platform includes:
- Support for real estate, retirement accounts, cash, crypto, and private equity
- Connections to over 12,000 crypto wallets, banks, and brokerages
- 256-bit, encrypted bank-level security
- AI assistant to answer investment questions
- Portfolio assessment and macro-specific insights
FinSMEs
01/08/2024