Copilot Money
PrivateLast Round
Series A
Mar 25, 2024
Total Funding Raised
$6.25M
Company Overview
Copilot Money operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series A round in March 2024.
Copilot Money is a fintech company that provides a personal finance management application for expense tracking, budgeting, and investment monitoring.
Sector
FinTech
Verticals
Personal Finance, Accounting & Expense
Business Model
B2C
Customer Profile
Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Copilot Money Comparables
Compare Copilot Money with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Monarch Money | 89% | |
| Lunch Money | 83% | |
| PocketSmith | 82% |
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Copilot Money Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Mar 25, 2024 | ||||
| Pre Seed | Apr 28, 2020 | ||||
| Angel | Jan 16, 2020 |
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Key People
Founding team and executive leadership
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Copilot Money Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Pathlight Ventures | Series A, Pre Seed, Angel |
| Adjacent | Series A |
| Restive Ventures | Series A, Pre Seed |
| Ludlow Ventures | Series A, Pre Seed, Angel |
| Path Ventures | Series A, Pre Seed, Angel |
| Shrug Capital | Series A, Angel |
| Restive Ventures | Angel |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 12, 2026
Received an Apple Editor's Choice award for its personal finance app.
- Jul 1, 2025
Expanding personal finance app to Web and Android platforms.
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Recent news
Latest coverage and updates
- launchesOct 27, 2026
Copilot launches Money Assistant, an AI financial agent built into every part of the app, in Oct '26, with the service rolling out on iPhone first and answering questions and making changes about users' money.
- launchesSep 7, 2026
Copilot launches its desktop-optimized web app at app.copilot.money in Dec '25, alongside its iPhone, iPad, and Mac apps.
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Copilot Money Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Copilot Money's valuation, stock price, and market status.
Is Copilot Money a public or private company?
Copilot Money is a private company.
What is the current stock price of Copilot Money?
Copilot Money is a private company, so its shares have no public market price. Caplight tracks Copilot Money's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Copilot Money worth (valuation)?
Valuation information for Copilot Money is not publicly available.
Can I buy Copilot Money stock?
Copilot Money shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Copilot Money's last funding round?
Copilot Money's most recent funding round was Series A on March 25, 2024.
Who are the main investors in Copilot Money?
Key investors in Copilot Money include Adjacent.
Will Copilot Money IPO soon?
No public IPO plans have been announced for Copilot Money.
How can I track Copilot Money secondary market activity?
Caplight tracks bids, offers, and trades in Copilot Money's shares on secondary markets.