Fundz

Copilot Money reported raising $10.8 Million in an initial SEC Form D filing, from an offering of $10.8 Million

PRIVATEMar 26, 2024$10.8M of $10.8M raised

Amount Raised

$10.8 Million

$10.8 Million sold, per SEC Form D (first sale Feb 8, 2024)

Round Type

Venture

New YorkFinancial ServicesSoftwareFintechLending

Quick answer

Copilot Money raised $10.8 Million in a funding round, dated February 8, 2024. Copilot Money is based in New York, New York, United States.

How much did Copilot Money raise?
Copilot Money raised $10.8 Million in a funding round on February 8, 2024.
What does Copilot Money do?
Copilot Money is a burgeoning FinTech startup established in 2020, focusing on revolutionizing personal finance tools with an emphasis on user privacy, ad-free experience, and a meticulously designed interface that aims..
Where is Copilot Money based and how big is it?
Copilot Money is based in New York, New York, United States.
Who are the decision-makers at Copilot Money?
Fundz holds 1 contact at Copilot Money. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Financial Services and Fintech around the same time

Companies in the same sectors as Copilot Money that raised within 45 days of this round, from Fundz verified event records.

  • Yenmo raised $500K (Seed) on March 22, 2024.
  • Custodia Bank raised $2.9M (Seed) on March 21, 2024.
  • Optimo Loan raised $10M (Seed) on March 20, 2024.
  • Keyring Network raised $6M (Seed) on March 19, 2024.
  • Tuum raised $27M (Series B) on March 14, 2024.
  • Grupago raised $4.3M (Seed) on March 12, 2024.

Who to call at Copilot Money, and when

A new round usually means Copilot Money is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Copilot Money raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Copilot Money, from your own LinkedIn network

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Company Information

Company

Copilot Money

Location

New York, New York, United States

About

Copilot Money is a burgeoning FinTech startup established in 2020, focusing on revolutionizing personal finance tools with an emphasis on user privacy, ad-free experience, and a meticulously designed interface that aims to simplify financial management.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Copilot Money raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

1 contact
Predictive Intelligence
Strategic

ML-powered predictions for Copilot Money's next move

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Copilot Money raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.