About
Copilot Money is a premium AI-powered budgeting app that boomed after Mint shut down. 100K+ subscribers, many using it daily. Raised $10.5M total including $6M Series A led by Adjacent. Profitable since 2023. Apple Design Award Finalist 2024. 20% 'heavy users' (5-10x/day). Ad-free, privacy-first. Founded 2020 by ex-Google engineer. Investors include Scott Belsky (Adobe CPO), Immad Akhund (Mercury). 15 employees.
Key Facts
- [1]Founded: Founded in 2020.
- [2]Funding: Total funding: $11M. Last round: Mar 2024. Stage: Seed.
- [3]Employees: Employee count: 11-50.
- [4]Website: Official website: copilot.money.
- [5]AI Technology: Core AI/ML technologies: LLM / NLP.
- [6]Region: Region: Americas (United States).
Founder
Andrés Ugarte
Co-founder & CEO
AI Technology
LLM / NLP
Large language models for NLP, chat, document understanding, and text generation
Classification
Market Segments
Tech Stack Layers
Details
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Frequently Asked Questions
What is Copilot Money?
Copilot Money is a premium AI-powered budgeting app that boomed after Mint shut down. 100K+ subscribers, many using it daily. Raised $10.5M total including $6M Series A led by Adjacent. Profitable since 2023. Apple Design Award Finalist 2024. 20% 'heavy users' (5-10x/day). Ad-free, privacy-first. Founded 2020 by ex-Google engineer. Investors include Scott Belsky (Adobe CPO), Immad Akhund (Mercury). 15 employees. Copilot Money is classified in the Enterprise Finance segment at the Applications layer of the financial AI stack.
Who founded Copilot Money?
Copilot Money was founded by Andrés Ugarte (Co-founder & CEO) in 2020.
How much funding has Copilot Money raised?
Copilot Money has raised $11M in total funding, placing the company at the Seed stage. The most recent round closed in Mar 2024. Among 79 funded Enterprise Finance companies, Copilot Money ranks #71 by total capital raised. (Source: AIFI Map directory.)
What AI technology does Copilot Money use?
Copilot Money primarily leverages LLM / NLP technology. Large language models for NLP, chat, document understanding, and text generation. Within the Enterprise Finance segment, 17 companies use this technology.
What market segment does Copilot Money operate in?
Copilot Money operates in the Enterprise Finance market segment. AI enterprise finance companies are automating and enhancing the financial operations of businesses — from accounting and treasury management to financial planning, analysis, and corporate finance.
Who are Copilot Money's competitors?
Companies similar to Copilot Money in the Enterprise Finance space include Unit21 ($92M raised), Kaaj ($4M raised), Lendbuzz ($310M raised), Ramp ($2.3B raised), Brex ($1.5B raised). These companies operate in related areas of financial AI: Unit21 focuses on ai-powered fraud and aml platform. Kaaj focuses on agentic ai for small-business lending automation. Lendbuzz focuses on ai auto financing for underserved populations. (Based on AIFI Map classification data.)
What products does Copilot Money offer?
Copilot Money builds applications-layer solutions for the financial services industry. The company's core offering: AI-powered budgeting app. The platform is powered by LLM / NLP technology.