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 👉 Like, comment, and subscribe for more conversations with leaders in private equity, high-growth startups, and venture-backed companies. 🎧 Listen on Apple Podcasts, Spotify, and all major platforms.