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Copilot Money
Copilot Money is a personal finance app that automatically tracks spending, budgets, investments, and net worth across linked accounts. It uses AI to...
Copilot Money
Copilot Money is a personal finance app that automatically tracks spending, budgets, investments, and net worth across linked accounts. It uses AI to categorize transactions and offers features like subscription tracking, cash flow summaries, and investment allocation views. The app is available on iPhone, iPad, Mac, and Web, with a subscription priced at $7.92 per month billed yearly.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
Is Copilot Money a family office or does it manage institutional capital?
No. Copilot Money is a paid consumer software application for personal cash-flow and net-worth tracking. It has not disclosed any activity as a family office, registered investment advisor, or external capital manager. The company monetizes through user subscriptions and does not appear on its website to manage or deploy third-party money.
What investment data does the Copilot app surface?
The app aggregates linked securities accounts from brokers and exchanges to show live performance estimates for individual stocks and ETFs, overall portfolio balances, and allocation breakdowns. Users can also input a property's Zillow URL to track estimated real estate value. Copilot does not execute trades or provide investment advice.
How does Copilot Money protect user data?
Copilot's public statements indicate it does not sell user data or serve ads, relying instead on a subscription fee. The firm operates a dedicated privacy and security help resource, but publicly available materials do not detail encryption specifics, third-party audit status, or data-processing agreements with account-linking providers.
What does the subscription pricing cover?
A Copilot subscription grants full access to the app's aggregation and tracking features across iPhone, iPad, Mac, and web. Pricing is $7.92 per month on an annual plan ($95 total) or $13 per month billed monthly, with an initial free trial available before users connect financial accounts.
Where is Copilot Money headquartered and who leads the company?
The company's copyright notice identifies Copilot Money, Inc. as the operating entity, and public materials reflect a United States focus. No street address, city, or named founders or executives are listed on copilot.money or its about page. The firm describes its team as geographically distributed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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