About Copilot
Copilot is a Financial Services company based in New York (United States) founded in 2018 by Thomas Lesnick, and was acquired by VASS in January 2023. Investment management and financial services are provided by Copilot. It operates on a Professional Services and Managed Services model. Copilot offers products and services including Salesforce Solutions, Data Strategy, and Strategic Advisory. Its focus areas include Technology, Software, CRM Software and Finance.
Company details
Copilot is engaged in providing innovative cloud solutions with a focus on Salesforce and data strategy. Services are offered across sectors like financial services, real estate, and technology scaleups. Transformative solutions are delivered through strategic advisory, proven execution, and insightful analytics. Complex business problems are addressed with user-experience-focused design and deep industry expertise. Clients are supported in modernizing CRM systems, optimizing workflows, and achieving digital transformation.
- Headquarters New York, United States
- Founders Thomas Lesnick
- Stage Acquired
- SectorsFinancial Services
- Website crmcopilot.com
- Social LinkedIn Facebook
- Acquired by VASS (Jan 2023)
Products & Services of Copilot
Copilot offers a comprehensive portfolio of products and services, including Salesforce Solutions, Data Strategy, and Strategic Advisory.
Innovative Salesforce solutions are provided for business transformation.
Data strategies are crafted for actionable business insights.
Strategic visions are created with deep industry expertise.
Investors in Copilot
Copilot has secured backing from 1 investor. Prominent investors backing the company include VASS.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of ecommerce & data solution, cybersecurity, and digital marketing services | 1999 | vasscompany.com | Alcobendas, Spain |
Investor details for Copilot
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People of Copilot
1 people are tracked at Copilot (1 in leadership).
| Name | Role | Group |
|---|---|---|
Thomas Lesnick | Founder | Leadership |
Complete people profiles for Copilot
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Timeline of Copilot
2 dated milestones of Copilot across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Copilot is founded.
- Exit Acquired by VASS.
Web traffic of Copilot
The website of Copilot (crmcopilot.com) receives about 2.4K visits a month.
- Monthly visits2.4K
▲ 99.6% vs previous month
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Copilot (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Copilot
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Frequently Asked Questions about Copilot
Copilot was founded in 2018.
Copilot is headquartered in New York, United States. It is registered at New York, New York, United States.
Copilot is engaged in providing innovative cloud solutions with a focus on Salesforce and data strategy. Services are offered across sectors like financial services, real estate, and technology scaleups. Transformative solutions are delivered through strategic advisory, proven execution, and insightful analytics. Complex business problems are addressed with user-experience-focused design and deep industry expertise. Clients are supported in modernizing CRM systems, optimizing workflows, and achieving digital transformation.
Copilot offers Salesforce Solutions, Data Strategy, and Strategic Advisory.
Copilot has 1 investor. Key investors include VASS.
Yes. Copilot was acquired by VASS in January 2023.