Fundraising Fox

Copilot

Chicago, US · Delaware corporation · 6 known investors

copilot.money ↗

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.

AI & Machine LearningConsumerFintech

Founders & leadership

PG
PATRICK G. RYANCHIEF EXECUTIVE OFFICER/FOUNDER AND DIRECTOR
RL
ROBERT LEVINCHIEF FINANCIAL OFFICER
AU
Andres UgarteFounder
PK
PAULA KETZSECRETARY

Investors · 6

Financial Venture StudioSan Jose
Ludlow VenturesOak Park · $50K – $1M
Path VenturesSan Mateo · $100K – $300Kvia Billy Draper · inferred
Pathlight VenturesOld Bridge · $500K – $5M
Restive VenturesSan Jose · $50K – $2.5M
Shrug CapitalSunnyvale · $100K – $3Mvia Niv Dror · inferred

Reported raises · per SEC filings

Form D private placements

$35.9M disclosed across 5 rounds · 2018–2023

▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗

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

Copilot impact dashboard adds a return on investment section - GitHub Changeloggithub.blog · Aug 2026

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.
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.