Copilot Money

About Copilot Money Copilot Money is a privacy-first, AI-powered personal finance platform that unifies bank accounts, credit cards, loans, and investment accounts into a single, beautifully-designed financial dashboard.

Built by former Google engineer Andrés Ugarte and launched publicly in January 2020, Copilot Money uses machine learning to automate transaction categorization, cutting manual re-categorization effort by over 50% for active users.

The platform connects to 10,000+ financial institutions via trusted aggregators Plaid and Finicity, with direct OAuth integrations for Capital One and Coinbase, ensuring read-only, credential-free account access.

Copilot's subscription-only model means zero ads and zero data selling, setting it apart from free tools that monetize user financial behavior. The app achieved profitability in 2023 on a lean team before raising a $6M Series A led by Adjacent.

Available on iPhone, iPad, Mac, and Web, Copilot offers adaptive budgeting, cash flow analysis, net worth tracking, recurring expense detection, and savings goals with a clean, Apple-award-winning UI recognized as a Must-Have Finance App.

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