In a world where AI touches everything from the way we drive to the way we shop why hasn’t it truly transformed the way we manage our money? That’s the question Alexander Harmsen, co-founder and CEO of PortfolioPilot.com, set out to answer. What followed was a bold leap from aerospace and autonomous systems into the deeply personal world of financial advice building a platform that now helps over 30,000 users manage $30 billion in assets.

In this episode, Alex takes us behind the scenes of PortfolioPilot’s rapid rise from writing the first lines of code himself to becoming an SEC-registered RIA offering real, personalized, AI-powered financial coaching. He shares how his frustration with generic robo-advisors led to a bigger vision: creating an always-on optimization engine for the everyday investor. With candid insights into startup risk, early product failures, hiring through uncertainty, and building trust in a compliance-heavy industry, Alex proves that sometimes the best ideas come when you’re trying to solve your own problems.

Here’s what you’ll take away:

• How to turn a “clunky prototype” into a category-defining fintech product.
• The power of simplification in a world of financial complexity.
• Why real innovation starts with listening not scaling.
• What it means to lead a team through ambiguity (and limited payroll).
• How focusing on user trust, not features, became their biggest differentiator.

Join us for a conversation that’s equal parts technical, tactical, and deeply human perfect for founders, PMs, and curious minds who believe in building not just smarter products, but more empowered users.

🏆𝐀𝐫𝐞 𝐲𝐨𝐮 𝐚 𝐏𝐌𝐏? 𝐄𝐚𝐫𝐧 𝐘𝐨𝐮𝐫 𝐏𝐃𝐔𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐢𝐬 𝐩𝐨𝐝𝐜𝐚𝐬𝐭!

👉View this Episode’s Full Show Notes at ScaleTalesPodcast.com.

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