This podcast is part of the Hire Tomorrow network. Hire Tomorrow is a recruitment firm that specializes in helping PE Firms hire C-suite to Mid-Level Management talent for upcoming acquisitions as well as partnering with their portfolio companies as they scale. If you need help finding the Right Talent for your business, please reach out at www.HireTomorrow.com. Thank you and donโt forget about upcoming episodes, dropping every Tuesday.
Growth Capital Podcast
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This podcast is part of the Hire Tomorrow network. Hire Tomorrow is a recruitment firm that specializes in helping PE Firms hire C-suite to Mid-Level Management talent for upcoming acquisitions as well as partnering with their portfolio companies as they scale. If you need help finding the Right Talent for your business, please reach out at www.HireTomorrow.com. Thank you and donโt forget about upcoming episodes, dropping every Tuesday.
Growth Capital Podcast
The Shift from Wealth Management to Wealth Enablement with Alexander Harmsen
Growth Capital Podcast
40 minutes
2 months ago
The Shift from Wealth Management to Wealth Enablement with Alexander Harmsen
๐ Growth Capital Podcast โ Episode 43 ๐
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+ usersโall with a lean team of just 9 people and a bold vision to make high-quality, personalized advice accessible to everyone.๐ก In this episode, youโll 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 youโre 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.๐ Connect with Alexander Harmsen ๐ LinkedIn: linkedin.com/in/alexanderharmsen ๐ฆ Twitter: https://x.com/alexharm?s=21 ๐ Website: http://portfoliopilot.com/ ๐ฅ Use promo code PODCAST for one month free on PortfolioPilot Gold
๐ Like, comment, and subscribe for more conversations with leaders in private equity, high-growth startups, and venture-backed companies.๐ง Listen on Apple Podcasts, Spotify, and all major platforms.
Growth Capital Podcast
This podcast is part of the Hire Tomorrow network. Hire Tomorrow is a recruitment firm that specializes in helping PE Firms hire C-suite to Mid-Level Management talent for upcoming acquisitions as well as partnering with their portfolio companies as they scale. If you need help finding the Right Talent for your business, please reach out at www.HireTomorrow.com. Thank you and donโt forget about upcoming episodes, dropping every Tuesday.
Growth Capital Podcast