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.
Copilot Money Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Copilot Money's valuation, stock price, and market status.