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PortfolioPilot offers AI-powered portfolio management tools for self-directed investors.
PortfolioPilot provides investors with AI-driven recommendations, tax strategies, risk assessments, net worth tracking, and scenario modeling. Its platform serves over 30,000 users and manages assets exceeding USD 30 bn. Founded in 2022, the company is based in San Francisco, US. In August 2024, it raised USD 2 million in seed funding co-led by New Enterprise Associates and Morado Ventures, with Unpopular Ventures participating.
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