PortfolioPilot.com, a San Francisco, CA-based AI-driven monetary advisory platform from World Predictions, closed a $2M seed funding spherical.
Backed by Morado Ventures, NEA Angel Fund, Unpopular Ventures, and a number of other outstanding Silicon Valley angel buyers, this new capital introduced the whole funds raised to $4M.
The corporate intends to make use of the funds to reinforce AI capabilities and convey customized funding insights to the market.
PortfolioPilot.com is a subsequent era monetary advisor that empowers people to take management of their funds. With over 22,000 customers and greater than $20B in property on its platform1, PortfolioPilot.com is remodeling customized monetary recommendation with synthetic intelligence and hedge fund-inspired fashions, offering customized evaluation and actionable suggestions to assist people really feel extra assured in managing their very own monetary property and investments. In August 2023, the corporate was authorized by the SEC to behave as a Registered Funding Advisor, permitting it to offer utterly automated monetary recommendation.
The platform contains:
- Help for actual property, retirement accounts, money, crypto, and personal fairness
- Connections to over 12,000 crypto wallets, banks, and brokerages
- 256-bit, encrypted bank-level safety
- AI assistant to reply funding questions
- Portfolio evaluation and macro-specific insights
FinSMEs
01/08/2024
