The Shift from Wealth Management to Wealth Enablement with Alexander Harmsen

🔁 Growth Capital Podcast — Episode 43 🔁

In this episode of the Growth Capital Podcast, host Justin Dixon sits down with Alexander Harmsen, Founder & CEO of PortfolioPilot, to explore how AI is disrupting the financial advisory industry and reshaping how people invest, plan, and build confidence in their financial future. Originally built as a personal side project after exiting his first company, PortfolioPilot has since grown to manage $30B in assets across 30,000+ users—all with a lean team of just 9 people and a bold vision to make high-quality, personalized advice accessible to everyone. 💡 In this episode, you’ll learn:

• Why AI-native financial tools are moving beyond robo-advisors
• How PortfolioPilot is reframing advice from money management to financial coaching
• Why trust, transparency, and velocity are core to building in fintech
• The generational shift redefining expectations in wealth planning
• How velocity (weekly shipping) creates product-market momentum

Whether you’re a founder in fintech, a growth-stage investor, or someone rethinking how to scale consumer products, this episode is packed with insights on building with speed, trust, and user obsession. 📍 Connect with Alexander Harmsen 🔗 LinkedIn: linkedin.com/in/alexanderharmsen 🐦 Twitter: https://x.com/alexharm?s=21 🌐 Website: http://portfoliopilot.com/ 💥 Use promo code PODCAST for one month free on PortfolioPilot Gold

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