# Copilot Money

Copilot Money is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** copilot.money
- **LinkedIn:** https://www.linkedin.com/company/copilot

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Personal Finance
- Wealth Management

## Questions

### 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.

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Last updated: 2026-07-10T22:04:03.000Z

Canonical page: https://altss.com/profile/copilot

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