AI-fueled financial advisor manages $20 billion in assets

Are you tired of cookie-cutter financial advice that doesn’t truly cater to your unique needs and goals? If so, you’re not alone. Many people are seeking more personalized and opinionated insights when it comes to managing their investments and assets. That’s where PortfolioPilot comes in.

PortfolioPilot is an automated financial advisor powered by artificial intelligence that has quickly amassed $20 billion in assets since its launch two years ago. With over 22,000 users already onboard, this San Francisco-based startup is shaking up the wealth management industry with its cutting-edge AI technology.

So, what sets PortfolioPilot apart from traditional financial advisors and robo-advisors? According to Alexander Harmsen, co-founder of Global Predictions which launched the product, PortfolioPilot combines generative AI models from OpenAI, Anthropic, and Meta’s Llama with machine learning algorithms and traditional finance models to offer a more personalized and tailored approach to portfolio management.

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By focusing on factors such as risk tolerance, risk-adjusted returns, and resilience against market volatility, PortfolioPilot is able to deliver a report card-style evaluation of your portfolio. Whether you’re a seasoned investor with $5 million in assets or just starting out with $100,000, PortfolioPilot offers personalized investment recommendations and an AI assistant to help you navigate the complex world of finance.

But the benefits don’t stop there. PortfolioPilot is continuously evolving to provide more automation and deeper integrations with financial institutions, allowing users to potentially custody their funds with the platform. This level of automation and customization is a game-changer for those looking for a hands-on approach to portfolio management without the need for a traditional human advisor.

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In a world where AI is rapidly transforming industries, PortfolioPilot is at the forefront of the wealth management revolution. With its innovative approach to portfolio management and emphasis on personalized advice, PortfolioPilot is paving the way for a new era of automated financial advisors. Stay ahead of the curve and join the Extreme Investor Network to learn more about how PortfolioPilot can help you achieve your financial goals.

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