Copilot Money
PrivateLast Round
Series A
Mar 25, 2024
Total Funding Raised
$6.25M
Company Overview
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
Keywords
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% |
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 |
Key People
Founding team and executive leadership
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.
Recent news
Latest coverage and updates
- launchesSep 7, 2026
Copilot launched web on Dec 1st '25.
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.
Request accessFrequently 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 with no public stock price. No recent secondary market data is available.
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. Visit https://www.caplight.com to learn more.
When was Copilot Money's last funding round?
Copilot Money's most recent funding round was Series A on March 21, 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 for private companies. Visit https://www.caplight.com to monitor Copilot Money's secondary market activity and sign up for updates.