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www.copilot.money
Privacy-first personal finance platform that helps people see and control their money across accounts.
Copilot Money is a privacy-first personal finance platform that helps individuals and households understand and manage their money by giving them access to and control over their financial data. We were founded to reclaim data from banks and provide better financial tools that improve people’s lives. The team focuses on building a well-crafted, secure money-management experience that aggregates spending, budgets, investments, and net worth across accounts. Copilot Money emphasizes user-centered design, transparency, and security, and partners with trusted data sources to connect to financial institutions without exposing credentials. The platform serves a diverse, global audience and aims to help people gain clarity about their finances, reduce the friction of money management, and make informed financial decisions through AI-powered insights and proactive tools—while prioritizing privacy and avoiding advertising based on financial data.
Mission statement
We're on a mission to help you reclaim your data from the banks. We believe providing access to better financial tools improves people’s lives, so we’re taking money matters into our own hands.
Products & Services
Copilot Money Platform
Simplifies financial management with AI-driven insights and privacy-focused design.
www.copilot.money- ✓ Copilot Intelligence — Automate Categorization
- ✓ Privacy‑first design — Protect Your Data
- ✓ Budget adaptation — Plan Smartly
- ✓ Money Assistant — Receive Proactive Insights
- ✓ Transaction categorization — Categorize Transactions Automatically
- ✓ Alerts and notifications — Get Notified Instantly
- ✓ Net worth tracking — Calculate Net Worth
- ✓ Subscriptions monitoring — Stay Informed About Subscriptions
- ✓ Cash-flow visualization — Visualize Cash Flow
- ✓ Investment tracking — Track Investments Easily
- ✓ Cross‑device availability — Access Anytime, Anywhere
Market Segments
Personal financial management
Capabilities that help individual customers budget, automate savings, track spending, and manage accounts via mobile and online channels to improve financial outcomes.
Open banking and account verification
Open banking integrations that provide instant account verification, balance checks, account linking, and unified bank connectivity for onboarding and payments.
Transaction intelligence and insights
Automated transaction categorization, learning classification models, and AI-driven insights or recommendations that surface refunds, suggested recategorizations, and proactive money management actions.
Subscription management and optimization
Monitoring and analysis of recurring charges to identify unused or duplicate subscriptions and surface opportunities to cancel, consolidate, or reduce recurring spend.
Financial market data and portfolio tracking
Real-time market data, portfolio tracking, watchlists, and news to support retail investor research and monitoring.
Related Organizations
Dwolla is a developer-focused payments technology platform enabling API-based bank transfers and open-banking-enabled payments for businesses.
Fiserv, Inc. is a global payments and financial technology leader enabling banks, merchants, fintechs and the public sector to move money and manage payments across channels.
Google is a global technology company providing online services and platforms for information access and collaboration.
Global digital media company delivering business news and market insights.
U.S. Bank is a national financial services company offering banking and wealth-management services.
Common Questions
- What does Copilot Money, Inc. do?
- Copilot Money is a privacy-first personal finance platform that helps individuals and households understand and manage their money by giving them access to and control over their financial data. We were founded to reclaim data from banks and provide better financial tools that improve people’s lives. The team focuses on building a well-crafted, secure money-management experience that aggregates spending, budgets, investments, and net worth across accounts. Copilot Money emphasizes user-centered design, transparency, and security, and partners with trusted data sources to connect to financial institutions without exposing credentials. The platform serves a diverse, global audience and aims to help people gain clarity about their finances, reduce the friction of money management, and make informed financial decisions through AI-powered insights and proactive tools—while prioritizing privacy and avoiding advertising based on financial data.
- What is Copilot Money, Inc.'s role in the Personal financial management market?
- Capabilities that help individual customers budget, automate savings, track spending, and manage accounts via mobile and online channels to improve financial outcomes.
- What is Copilot Money, Inc.'s role in the Open banking and account verification market?
- Open banking integrations that provide instant account verification, balance checks, account linking, and unified bank connectivity for onboarding and payments.
- How was the Personal financial management market size estimate for Copilot Money, Inc. calculated?
- Estimate based on published market reports in the search results: a global PFM (Personal Financial Management 2.0) market report states a 2024 market size of USD 2.84 billion with a 13.7% CAGR (2025–2033). A regional India report provides context showing a much smaller India market (USD 44.5 million in 2025) growing at ~4.24% (2026–2034), consistent with faster global expansion driven by advanced fintech and AI adoption.
- How was the Open banking and account verification market size estimate for Copilot Money, Inc. calculated?
- Search results provided no explicit market-size or CAGR data. Using industry knowledge of the open banking ecosystem (API-based bank connectivity, PSD2-driven adoption in Europe, expanding U.S. and APAC deployments) and demand for instant account verification and KYC/payments automation, I estimate the combined open‑banking + account‑verification segment to be in the low single‑digit to low two‑digit billions USD today. Growth is driven by rising API adoption, real‑time payments, fraud reduction needs, and fintech/B2B payment integrations, implying a high growth profile. Conservative estimate: ~$8B market size with ~20% CAGR over the next 5 years.
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