PortfolioPilot
PortfolioPilot helps you track your investments, optimize taxes, and get hybrid-AI financial guidance.
$2M ·
Source: fundraisingfox.com
Funding history ↓Signals
X account@portfoliopilot · created Oct 5, 2022 (4 years old) · 4,379 followers
Website registeredJun 15, 2004 (22 years old)
About PortfolioPilot
Free to start and built for long-term investors.
Funding rounds
- Round · $2MSource: fundraisingfox.com
- X account created
- Website created
Companies like PortfolioPilot
EElephasCareMMagnetis
KKoch IndustriesSeries B+ · May 2022
HHormona$7M Seed · May 2025
CChoose Health ServicesZZarkSeries A · Jun 2025
Sources and API
Every amount links to the page it came from. * Estimated from an accelerator's published standard deal, not a company-specific disclosure. How Recent Funding sources and verifies funding data. The same data as JSON: /api/v1/companies/portfoliopilot (get a free API key).