- $2M Seed Funding Raised: PortfolioPilot.com, an AI-driven financial advisory platform, has secured $2M in seed funding, bringing its total raised to $4M.
- Investors and Backing: The funding round was led by Morado Ventures, NEA Angel Fund, Unpopular Ventures, and several Silicon Valley angel investors.
- Platform Features: The platform offers personalized investment insights, supports various asset classes, and includes an AI assistant for financial queries.
Impact
- Expansion and Innovation: The new funding will enable PortfolioPilot.com to enhance its AI capabilities, offering more refined and personalized financial advice.
- User Growth and Engagement: With over 22,000 users and $20B in assets, the platform is positioned to expand its user base and deepen engagement with advanced features.
- Regulatory Approval: As a Registered Investment Advisor approved by the SEC, PortfolioPilot.com can provide fully automated financial advice, increasing trust and credibility.
- Diversification of Offerings: The platform’s support for a wide range of assets, including crypto and private equity, caters to diverse investor needs, enhancing its market appeal.





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