Copilot
The smartest personal finance app for iPhone
About 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.
Pitch deck breakdown
How Copilot would pitch themselves.
Target customer
IPhone — the core audience Copilot's product is built around.
Problem 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.
Key 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.
Go-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.
Copilot website preview
Company facts
- Category
- SaaS
- Funding stage
- Series A
- Total raised
- $20M
- Founded
- 2019
- Team size
- 10-50
- HQ
- New York
- Country
- USA
- Website
- copilot.money
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.
Who founded Copilot?
Copilot was founded by Andrés Ugarte, Phil Rogeau.
Who has invested in Copilot?
Copilot is backed by Forerunner Ventures.