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This AI Manages $30B and Gives You Better Financial Advice | Alex Harmsen

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Manage episode 501771945 series 3685027
Content provided by Navin Shetty. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Navin Shetty or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What if your financial advisor was faster, cheaper, smarter—and didn’t try to sell you anything?

In this episode of Power Talk, we sit down with Alex Harmsen, founder of Portfolio Pilot, the AI-powered financial platform managing over $30B in assets. Alex reveals how the platform helps individuals make smarter investment decisions without handing over control—or paying 1% fees.

Highlights:

✅Why traditional wealth managers are broken

✅How Portfolio Pilot works behind the scenes

✅The psychology of selling stocks like Tesla

✅Tax optimization and the rise of AI-based financial advice

🎁 Try Portfolio Pilot free for a month using code: PODCAST

Want to be a guest on The PowerTalk Show? Send Navin Shetty a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/17479839377914791fdd73d72

#PortfolioPilot #Fintech #InvestingAI #WealthManagement #PowerTalk #FinancialPlanning #podmatch #BTW #businesstalksweekly #businesstalks

  continue reading

75 episodes

Artwork
iconShare
 
Manage episode 501771945 series 3685027
Content provided by Navin Shetty. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Navin Shetty or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What if your financial advisor was faster, cheaper, smarter—and didn’t try to sell you anything?

In this episode of Power Talk, we sit down with Alex Harmsen, founder of Portfolio Pilot, the AI-powered financial platform managing over $30B in assets. Alex reveals how the platform helps individuals make smarter investment decisions without handing over control—or paying 1% fees.

Highlights:

✅Why traditional wealth managers are broken

✅How Portfolio Pilot works behind the scenes

✅The psychology of selling stocks like Tesla

✅Tax optimization and the rise of AI-based financial advice

🎁 Try Portfolio Pilot free for a month using code: PODCAST

Want to be a guest on The PowerTalk Show? Send Navin Shetty a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/17479839377914791fdd73d72

#PortfolioPilot #Fintech #InvestingAI #WealthManagement #PowerTalk #FinancialPlanning #podmatch #BTW #businesstalksweekly #businesstalks

  continue reading

75 episodes

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