Copilot
Chicago, US · Delaware corporation · 6 known investors
Find your way into Copilot
298 people in our graph share verified history with the Copilot team — schools, employers, funds. One of them is your warm intro.
Atli Thorkelssonunlockedknows Andres Ugarte · together at University of California, Berkeley (overlapped)
×4knows the team · via YouTube
×5knows the team · via University of California, Berkeley
×2knows the team · via Pontificia Universidad Católica de Chile
Copilot Money is a personal finance app for iPhone, iPad, Mac, and web that automatically tracks a user's bank accounts, spending, budgets, investments, and net worth. It uses AI to categorize transactions and provides budgeting tools, subscription detection, cash flow tracking, and investment allocation views for individual consumers.
Founders & leadership
PG
PATRICK G. RYANCHIEF EXECUTIVE OFFICER/FOUNDER AND DIRECTOR
AU
Andres UgarteinFounder & CEOFounder of Copilot Money, a personal finance app that tracks bank accounts, spending, and investments. Ugarte is a software engineer.
RL
ROBERT LEVINCHIEF FINANCIAL OFFICER
PK
PAULA KETZSECRETARY
Investors · 6
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Reported raises · per SEC filings
Form D private placements$35.9M disclosed across 5 rounds · 2018–2023
▶$9.9MraisedJun 2023 · 7 investors · Other TechnologyRule 506(b)
▶$9.9MraisedJun 2023 · 7 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- TOM BALLDirector
- ALEXANDRA HELMUTHExecutive Officer
- ROBERT CHESNEYDirector
- BRETT HURTDirector
- PATRICK G. RYANExecutive Officer, Director
- Offering amount
- $10M
- Amount sold
- $9.9M
- Minimum investment
- $5.2K
- First sale
- Jun 2023
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$8MraisedApr 2022 · 8 investors · Other TechnologyRule 506(b)
▶$8MraisedApr 2022 · 8 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- TOM BALLDirector
- ROBERT CHESNEYDirector
- BRETT HURTDirector
- PATRICK G. RYANExecutive Officer, Director
- Offering amount
- $8M
- Amount sold
- $8M
- Minimum investment
- $8K
- First sale
- Mar 2022
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$5MraisedOct 2020 · 7 investors · Other TechnologyRule 506(b)
▶$5MraisedOct 2020 · 7 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- ROB LEVINExecutive Officer
- BRETT HURTDirector
- TOM BALLDirector
- PATRICK G. RYANExecutive Officer, Promoter
- ROBERT CHESNEYDirector
- Offering amount
- $5M
- Amount sold
- $5M
- Minimum investment
- $20.9K
- First sale
- Oct 2020
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$10MraisedFeb 2020 · 7 investors · Other TechnologyRule 506(b)
▶$10MraisedFeb 2020 · 7 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- PATRICK G. RYANExecutive Officer, Director
- ROB LEVINExecutive Officer
- BRETT HURTDirector
- ROBERT CHESNEYDirector
- TOM BALLDirector
- Offering amount
- $10M
- Amount sold
- $10M
- Minimum investment
- $75K
- First sale
- Jan 2020
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$3MraisedAug 2018 · 8 investors · Other TechnologyRule 506(b)
▶$3MraisedAug 2018 · 8 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- PAULA KETZExecutive Officer
- PATRICK G. RYANExecutive Officer, Director
- ROBERT LEVINExecutive Officer
- Amount sold
- $3M
- Minimum investment
- $250K
- First sale
- Mar 2018
- Incorporated
- Limited Liability Company, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 6
by search overlap
Intuit®134 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Monarch119 shared keywordsMonarch is a personal finance app for individuals, couples, and families that connects bank accounts, credit cards, loans, and investments into one view for budgeting, tracking spending, monitoring subscriptions, and setting savings goals. It works across web, iOS, and Android and lets users collaborate with a partner or financial advisor.
Quicken117 shared keywordsQuicken offers a personal finance management product and runs an affiliate program, hosted on the Impact platform, that pays partners for referred sign-ups and sales. Affiliates receive tracking links, creatives, and monthly payments.
Spendee81 shared keywordsSpendee is a personal finance mobile app that lets users track cash expenses, bank accounts, e-wallets, and crypto wallets in one place, categorize spending, set budgets, and receive bill reminders. It offers shared wallets for couples, families, and roommates and multi-currency support aimed at travellers and digital nomads.
Ramsey Solutions78 shared keywordsRamsey Solutions provides personal finance education, tools, and coaching—including the 7 Baby Steps plan, a vetted network of financial service providers (RamseyTrusted), and AI-powered money advice—to help individuals get out of debt and build wealth. The company also produces The Ramsey Show and offers budgeting resources for consumers managing their personal finances.
PocketGuard75 shared keywordsPersonal money management app with budgeting tools, fraud detection, and smart spending categorization.
Companies competing with Copilot for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Copilot do?
- Copilot Money is a personal finance app for iPhone, iPad, Mac, and web that automatically tracks a user's bank accounts, spending, budgets, investments, and net worth. It uses AI to categorize transactions and provides budgeting tools, subscription detection, cash flow tracking, and investment allocation views for individual consumers.
- Who founded Copilot?
- Copilot was founded by PATRICK G. RYAN, Andres Ugarte.
- Who are Copilot's investors?
- Copilot's investors include Financial Venture Studio, Ludlow Ventures, Path Ventures, Pathlight Ventures, Restive Ventures, Shrug Capital.
- How much funding has Copilot raised?
- Copilot has disclosed $35.9M raised across 5 rounds.
- Where is Copilot headquartered?
- Copilot is headquartered in Chicago, US.