
Industry: Personal finance software, AI-assisted budgeting, and consumer wealth tracking
Website
Founder/s: Andrés Ugarte, Gabriel Diéguez Franzani
Headquarters: New York City, United States
Company: Privately Held, Venture-Backed Corporation
Founded: 2019
Services: AI-Driven Budgeting & Smart Categorization / Proactive Money Assistant & MCP Integration / Investment, Crypto & Net Worth Tracking / Recurring Bills & Cash Flow Monitoring / Specialized Account Integrations
Copilot Money (officially Copilot Money, Inc.) is an AI-powered personal finance, budgeting, and investment tracking platform designed primarily for Apple ecosystem and web users. Known for its design-forward interface and ad-free, subscription-based model, it consolidates bank accounts, credit cards, investments, real estate, and crypto into a single financial dashboard.
