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Copilot Money, Inc.
Copilot Money, Inc. is a software development company founded in 2019 that provides a personal finance organization application. Headquartered in New York City, the firm operates with a compact team of around 27 employees.
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Copilot Money, Inc. at a glance
Copilot Money, Inc. is a fintech company headquartered in United States. Its most recent funding round raised $10.8M in February 2024. Xcout recorded 2 job postings from Copilot Money, Inc. in the last 90 days.
Copilot Money, Inc. funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $10.8M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Hiring at Copilot Money, Inc.
Xcout recorded 2 job postings from Copilot Money, Inc. in the last 90 days, from a hiring record Xcout has kept since August 2026.
The weekly hiring trend, the roles and locations behind it — see Copilot Money, Inc.'s hiring signals →
Tech stack
Copilot Money, Inc. competitors
A few of Copilot Money, Inc.'s closest competitors — see the full list of competitors and alternatives →
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Opto Investments is a financial technology software company that provides a private markets investment platform designed for wealth advisors. The company is headquartered in New York, NY.
Addition Wealth is an AI-powered financial wellness platform headquartered in New York, NY. The company provides personalized financial expertise and education, making financial planning tools inclusive and accessible through modern technology.
PocketSmith provides personal finance and budgeting software that helps users track spending and forecast future financial positions.
BodesWell is a financial technology company headquartered in Boston, Massachusetts, providing digital tools and planning solutions with a small dedicated team.
Hedge Capital Markets Inc. is a US-based financial institution, fintech company, and FINRA/SEC registered broker-dealer founded in 2021 and headquartered in New York. The company provides a mobile application that offers collaborative group investing, personal investing, and interactive learning experiences designed for families and friends.
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More on Copilot Money, Inc. in Xcout Intel
- 1 funding round with the investors in each, and who they co-invest with
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access