PortfolioPilot
A Global Predictions company that provides AI-driven portfolio analysis and personalized investment recommendations for optimizing asset allocation and maximizing returns.
| Date | Investors | Amount | Round |
|---|---|---|---|
| - | investor | €0.0 | round |
* | $2.0m | Seed | |
| Total Funding | 000k | ||
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PortfolioPilot is a financial technology company that leverages artificial intelligence to provide comprehensive portfolio analysis and personalized investment recommendations. Catering to individual investors and financial advisors, PortfolioPilot operates in the wealth management market. The platform aggregates users' net worth and visualizes their entire portfolio allocation in a single view, offering hyper-personalized recommendations guided by advanced economic models and machine learning algorithms. PortfolioPilot's business model includes a freemium structure with additional premium services available through its Gold and Platinum plans, priced at $29 per month and $99 per month respectively. The company generates revenue through subscription fees for these advanced tools and features. PortfolioPilot's AI wealth manager automatically reviews asset allocation and provides investment recommendations, helping users optimize their portfolios and achieve better returns. The platform also offers AI equity research tools and economic insights to guide investment decisions.
Keywords: AI-driven, portfolio analysis, investment recommendations, asset allocation, wealth management, financial technology, economic modeling, machine learning, subscription-based, equity research.