About Copilot Finance
Copilot Finance is a Technology company based in New York (United States) founded in 2018 by Andres Ugarte. An app-based platform for consumer expense management is operated. Copilot Finance has raised $10.81 million across 1 funding round from investors including Adjacent. The company has 15 employees. Its website copilot.money draws about 503 thousand monthly visits. Copilot Finance offers products and services including Copilot Money App, Budgeting Tools, and Investment Tracker. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Expense Management. Its legal entity is COPILOT MONEY, INC. Its competitors include Clara, Expensify and Clarity Money; 3 of its 3 listed competitors have raised funding.
Company details
Copilot Finance was founded in 2018 in New York, United States, within the fintech sector. An expense management platform is offered via mobile app for individual users. Machine learning insights, monthly account summaries, and expense tracking are included among its services. Accounts such as banks, credit cards, and investments can be linked by users to enable functionality. The application is accessible on iOS devices.
- Headquarters New York, United States
- Employees 15
- Founders Andres Ugarte
- SectorsTechnology
- Email••••••••
- Website copilot.money
- Social LinkedIn X Instagram
- Legal Name Copilot Money, Inc.
- Total Equity Funding$10.81M (USD)
in 1 rounds
- Latest Funding Round$10.81M (USD), Series A
Feb 2024
- Investors
- Employee Count15
Products & Services of Copilot Finance
Copilot Finance offers a comprehensive portfolio of products and services, including Copilot Money App, Budgeting Tools, and Investment Tracker.
Mobile app for monitoring spending and budgets with AI features.
Features for setting and tracking monthly budgets effectively.
Tool to view and manage investments and net worth in real time.
Apps and channels of Copilot Finance
Copilot Finance publishes 1 mobile app.
Funding Insights of Copilot Finance
Copilot Finance has successfully raised a total of $10.81M through 1 strategic funding round. The most recent funding activity was a Series A round of $10.81 million completed in February 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $10.81M
- Total Rounds 1
- Last Round Series A — $10.81M
- First Round $10.81M
(Feb 2024)
- Investors Count 1
All 1 funding rounds of Copilot Finance with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2024 | $10.81M | Series A | – | Adjacent | – |
1 investors in total: 1 institutional.
Investors in Copilot Finance
Copilot Finance has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Adjacent.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| adjacent.com |
Investor details for Copilot Finance
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People of Copilot Finance
14 people are tracked at Copilot Finance (5 in leadership, 9 in team); the tracked headcount is 15.
| Name | Role | Group |
|---|---|---|
Andres Ugarte | Founder | Leadership |
Gabriel Diéguez Franzani | CTO | Leadership |
Andrés Ugarte | Founder & CEO | Leadership |
Olivia Moen | Head of Customer Success | Leadership |
Christophe Lamperti | Head Of Design | Leadership |
Dennis Barrientos | Customer Success Agent | Team |
Meghan Cahill | Recruiting & People Ops Lead | Team |
Félix Alexander Sotelo Quezada | iOS Developer | Team |
Rafael Grafals | Customer Success Manager | Team |
Michelle O. | Customer Success Agent | Team |
Diego Reyes | Software Engineer | Team |
Marcos Himmer | Software Engineer | Team |
Roger F. | Customer Success Agent | Team |
Nick Morris | Senior Software Engineer | Team |
Complete people profiles for Copilot Finance
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Timeline of Copilot Finance
2 dated milestones of Copilot Finance across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Copilot Finance is founded.
- Funding First funding round of $10.8M.
Competitors of Copilot Finance
Copilot Finance has 3 listed competitors in our database, 3 of them funded. They include Clara, Expensify and Clarity Money.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| claralabs.com | 2014 | San Francisco, United States | $11.75M | 21 | Meetings are scheduled using AI by adding Clara to emails. | |
| expensify.com | 2008 | San Francisco, United States | $27.75M | 133 | Cloud-based expense management solutions are offered for business travelers. | |
| claritymoney.com | 2016 | New York, United States | $14.5M | Insights into personal finances are delivered via a mobile platform. |
Detailed competitors of Copilot Finance
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Web traffic of Copilot Finance
The website of Copilot Finance (copilot.money) receives about 503.1K visits a month.
- Monthly visits503.1K
▲ 55.7% vs previous month
Websites whose visitors overlap most with Copilot Finance. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| notion.so | 100% | 178.3M | #160 | View details | |
| airtable.com | 90% | 24.6M | #1,692 | View details | |
| figma.com | 90% | 84.7M | #221 | View details | |
| calendly.com | 90% | 40.1M | #1,297 | View details | |
fin.ai | fin.ai | 90% | #139,658 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Copilot Finance
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Copilot Finance (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Copilot Finance
Complete news archive for Copilot Finance
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Frequently Asked Questions about Copilot Finance
Copilot Finance was founded in 2018 and raised its 1st funding round 6 years after it was founded.
Copilot Finance is headquartered in New York, United States. It is registered at New York, New York, United States.
Copilot Finance is a funded company, having raised a total of $10.81M across 1 funding round to date. The company's 1st funding round was a Series A of $10.81M, raised on Feb 2024.
Copilot Finance has 15 employees.
Copilot Finance was founded in 2018 in New York, United States, within the fintech sector. An expense management platform is offered via mobile app for individual users. Machine learning insights, monthly account summaries, and expense tracking are included among its services. Accounts such as banks, credit cards, and investments can be linked by users to enable functionality. The application is accessible on iOS devices.
Copilot Finance's top competitors include Expensify, Clarity Money and Clara.
Copilot Finance offers Copilot Money App, Budgeting Tools, and Investment Tracker.
Copilot Finance has 1 investor. Key investors include Adjacent.
Copilot Finance operates through Copilot Money, Inc..
Yes. Copilot Finance publishes Copilot: Track & Budget Money.
The website of Copilot Finance receives about 503 thousand visits a month.