The Shift from Wealth Management to Wealth Enablement with Alexander Harmsen
Description
š Growth Capital Podcast ā Episode 43 š
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+ usersāall with a lean team of just 9 people and a bold vision to make high-quality, personalized advice accessible to everyone.
š” In this episode, youāll 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 youāre 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.
š Connect with Alexander Harmsen
š LinkedIn: linkedin.com/in/alexanderharmsen
š¦ Twitter: https://x.com/alexharm?s=21
š Website: http://portfoliopilot.com/
š„ Use promo code PODCAST for one month free on PortfolioPilot Gold
š Like, comment, and subscribe for more conversations with leaders in private equity, high-growth startups, and venture-backed companies.
š§ Listen on Apple Podcasts, Spotify, and all major platforms.






















