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The Shift from Wealth Management to Wealth Enablement with Alexander Harmsen
🔁 Growth Capital Podcast — Episode 43 🔁
In this episode of the Growth Capital Podcast, host Justin Dixon sits down with Alexander Harmsen, Founder & CEO of PortfolioPilot, to explore how AI is disrupting the financial advisory industry and reshaping how people invest, plan, and build confidence in their financial future.
Originally built as a personal side project after exiting his first company, PortfolioPilot has since grown to manage $30B in assets across 30,000+ users—all with a lean team of just 9 people and a bold vision to make high-quality, personalized advice accessible to everyone.
💡 In this episode, you’ll learn:
Whether you’re a founder in fintech, a growth-stage investor, or someone rethinking how to scale consumer products, this episode is packed with insights on building with speed, trust, and user obsession.
📍 Connect with Alexander Harmsen
🔗 LinkedIn: linkedin.com/in/alexanderharmsen
🐦 Twitter: https://x.com/alexharm?s=21
🌐 Website: http://portfoliopilot.com/
💥 Use promo code PODCAST for one month free on PortfolioPilot Gold
👉 Like, comment, and subscribe for more conversations with leaders in private equity, high-growth startups, and venture-backed companies.
🎧 Listen on Apple Podcasts, Spotify, and all major platforms.
View all episodes
By Justin Dixon🔁 Growth Capital Podcast — Episode 43 🔁
In this episode of the Growth Capital Podcast, host Justin Dixon sits down with Alexander Harmsen, Founder & CEO of PortfolioPilot, to explore how AI is disrupting the financial advisory industry and reshaping how people invest, plan, and build confidence in their financial future.
Originally built as a personal side project after exiting his first company, PortfolioPilot has since grown to manage $30B in assets across 30,000+ users—all with a lean team of just 9 people and a bold vision to make high-quality, personalized advice accessible to everyone.
💡 In this episode, you’ll learn:
Whether you’re a founder in fintech, a growth-stage investor, or someone rethinking how to scale consumer products, this episode is packed with insights on building with speed, trust, and user obsession.
📍 Connect with Alexander Harmsen
🔗 LinkedIn: linkedin.com/in/alexanderharmsen
🐦 Twitter: https://x.com/alexharm?s=21
🌐 Website: http://portfoliopilot.com/
💥 Use promo code PODCAST for one month free on PortfolioPilot Gold
👉 Like, comment, and subscribe for more conversations with leaders in private equity, high-growth startups, and venture-backed companies.
🎧 Listen on Apple Podcasts, Spotify, and all major platforms.