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How This AI Financial Advisor Is Beating Wall Street

Jul 3, 2025

43 mins

Episode Description

Discover how AI is transforming financial advice in this Simply Be Found Huddle with Alexander Harmsen — co-founder of Portfolio Pilot. This revolutionary platform offers personalized, secure, and SEC-compliant investment guidance tailored for everyday investors, small business owners, and even those brand new to finance.

🔑 Key Takeaways:

— What Portfolio Pilot is and who it’s for

— How AI delivers personalized financial advice

— Portfolio optimization based on your real data

— The trust problem with traditional advisors

— Why second opinions on your portfolio are essential

— How the system works with crypto, real estate, loans, stocks, etc.

— The tech and regulatory foundation behind the platform

🙏 Huge thanks to Alexander Harmsen for his insights into how AI can empower smarter, safer investing for everyone — from beginners to experienced investors.

📚 Follow Alexander Harmsen:

Facebook: https://www.facebook.com/alexanderharmsen

X /Twitter: https://x.com/alexharm

YouTube: https://www.youtube.com/@PortfolioPilot

LinkedIn:https://www.linkedin.com/in/alexanderharmsen/

Website: https://portfoliopilot.com/?utm_source=podcast&utm_medium=organic

🔔 Follow Us for More Tips & Insights:

YouTube: https://YouTube.com/@simplybefound

Facebook: https://FacebookBook.com/SimplyBeFound

X / Twitter: https://x.com/SimplyBeFound

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