Copilot Money

Money tracking app

Copilot Money logo
21-100 employees
  • Fintech
  • B2C
  • Mobile
  • Data Analysis
Midtown East, New York, NY

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Company mission

To help customers reclaim their data from the banks.

Our take

Nowadays, despite the vast number of personal finance apps, many do not meet the evolving needs of consumers. Even when they are received well, they can struggle to make money - which is what led to the closing down of the popular Mint app by Intuit.

Following the downfall of Mint, Copilot Money recognised the market gap and embarked on a mission to provide users with a solution. Its offering focuses on analysis, allowing users to make informed financial decisions by distilling complex financial data into actionable insights.

Learning from the mistakes of free-to-use personal finance apps, Copilot charges a monthly fee, and impressively achieved profitability in 2023. With a solid foundation of venture capital, the company is primed to develop new features, including AI-driven insights and Android compatibility, further cementing its position as a leader in the personal finance app market.

Steph headshot

Steph

Company Specialist at Welcome to the Jungle

Benefits

  • Wellness reimbursement
  • Equity in the company
  • 401k matching up to 4%
  • Home office stipend
  • In-person collaboration
  • 401K matching: A 4% match of your 401K contributions
  • Extra vacation days: 5 extra vacation days after 2 years, and 5 more after 4 years
  • Health, dental & vision Insurance (company pays 100% premium for employee)
  • Annual team offsites

Funding (1 round)

Mar 2024

$6m

SERIES A

Total funding: $6m

Leadership

Andrés Ugarte

(Co-Founder & CEO)

Previously a Senior Software Engineer at Google, YouTube and Vouch.

Gabriel Diéguez Franzani

(Co-Founder & CTO)

Currently a Lecturer at the Pontifical Catholic University of Chile. Previously a Software Engineer/Project Manager at Magnet SPA and an Android Developer at Hadza.