Copilot
Copilot is a beautifully designed personal finance app that automatically syncs with your bank accounts and credit cards, categorizes spending with AI, and surfaces insights about your money. It is the app that actually makes budgeting enjoyable.
- Location
- New York, USA
- Raised
- $20M
- Stage
- Series A
- Founded
- 2019
- Category
- SaaS
- Funding
- VC-backed
- Team
- 10-50
Funding figures as of Jul 2025 · not independently verified
Founders of Copilot
- Andrés Ugarte
- Phil Rogeau
Investors backing Copilot
- Forerunner Ventures
Frequently asked questions
What does Copilot do?
Copilot is a beautifully designed personal finance app that automatically syncs with your bank accounts and credit cards, categorizes spending with AI, and surfaces insights about your money. It is the app that actually makes budgeting enjoyable.
Where is Copilot based?
Copilot is based in New York, USA.
When was Copilot founded?
Copilot was founded in 2019.
How much has Copilot raised?
Copilot has raised $20M in their Series A round as of Jul 2025.
Who founded Copilot?
Copilot was founded by Andrés Ugarte, Phil Rogeau.
Who has invested in Copilot?
Copilot is backed by Forerunner Ventures.
How Copilot would pitch themselves
○ Auto-generated01Target customer
IPhone — the core audience Copilot's product is built around.
02Problem they solve
Copilot is a beautifully designed personal finance app that automatically syncs with your bank accounts and credit cards, categorizes spending with AI, and surfaces insights about your money. It is the app that actually… The category has historically been served by tools that miss the modern workflow this product is built around.
03Key differentiator
Copilot differentiates on the smartest personal finance app for iphone. Backed by Forerunner Ventures, $20M raised — the company has resources + validation to compound this thesis. Founded by Andrés Ugarte + team.
04Go-to-market strategy
Series-A scaling stage — building outbound sales motion, hiring first AEs, layering on customer success. Mix of PLG (where the product allows) + direct sales for higher-ACV deals.