# Copilot Money, Inc.
*Also known as Copilot Money*

- Website: https://www.copilot.money
- Agent profile: https://boon.ai/agents/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:** 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](https://www.copilot.money/)
*Platform*
Simplifies financial management with AI-driven insights and privacy-focused design.

- **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** (market size $2.8B, CAGR 13.7%): 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** (market size $8.0B, CAGR 20%): Open banking integrations that provide instant account verification, balance checks, account linking, and unified bank connectivity for onboarding and payments.
- **Transaction intelligence and insights** (market size $6.0B, CAGR 18%): 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** (market size $1.7B, CAGR 20.6%): 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** (market size $6.0B, CAGR 9%): Real-time market data, portfolio tracking, watchlists, and news to support retail investor research and monitoring.