SEC-registered RIA offering PortfolioPilot - first AI-only financial advisor regulated by SEC. Uses hybrid AI (LLMs, proprietary economic models, ML). $30B assets on platform, 22,000+ users. Won M6 Financial Forecasting Competition 2023. $4M total funding (Morado Ventures, NEA Angel Fund).
Resource Directory content is Copyright NexusFi® and may ONLY be used with a discrete citation specifically linking to the original listing at https://nexusfi.com/d/
Resource Directory listing is Copyright NexusFi® and may ONLY be used with a discrete citation specifically linking to the original listing at https://nexusfi.com/d/
Overview
Pricing Model
subscription
Free Trial
10 days
Products & Services
PortfolioPilot Free
platform
Smart portfolio monitoring with net worth tracking, portfolio analysis and score, scenario modeling, estate planning tools
Free tier availableNo personalized recommendations or AI assistant
Resource Directory listing is Copyright NexusFi® and may ONLY be used with a discrete citation specifically linking to the original listing at https://nexusfi.com/d/
Competitive Analysis
Proposition: AI-powered financial advisor with SEC fiduciary duty at 98% less than average advisor fees
Key Advantages
SEC-registered RIA
Hedge fund-inspired AI models
M6 Forecasting Competition winner
Free portfolio assessment
Resource Directory listing is Copyright NexusFi® and may ONLY be used with a discrete citation specifically linking to the original listing at https://nexusfi.com/d/
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