# Copilot Money

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/copilot-money

- Industry: Financial Services
- Headquarters: New York, US
- Website: www.copilot.money
- Total disclosed funding: $11M
- Latest round: Series A (Feb 8, 2024)
- Investors on record: 1

## About

Based in New York, US, and founded in 2019 by CEO Andres Ugarte, Copilot Money, Inc. operates as a fintech company that develops a platform in tracking financial transactions being accessed online through a subscription basis. In February 2024, Adjacent Ventures led USD 10.81 million in Series A funding for Copilot Money, Inc. 

Copilot Money, Inc. developed a mobile application platform iOS and MacBook user. The company’s application offers a variety of features including tracking their expenses, setting budgets, and viewing their spending habits, tracking of various investment types, including stocks, mutual funds, ETFs, bonds, real estate, and cryptocurrency, net worth calculation, and detecting recurring transactions. 

The firm generates revenue based on a subscription model and charges USD 13 monthly for application usage. 

The company plans to use the funding from February 2024 to broaden its platform availability and accelerate the development of its artificial intelligence (AI) and product offerings.

## Funding rounds

- Series A, Feb 8, 2024, $11M — Adjacent Ventures

## Investors

- Adjacent Ventures (https://capitalatlas.ai/funds/adjacent-ventures) — Series A