Fundz

Copilot Money secured $6m in Series A funding led by Adjacent to expand platform availability and accelerate AI development.

PRIVATEMar 25, 2024

Amount Raised

$6 Million

Round Type

Series A

New YorkFinancial ServicesSoftwareFintechLending

Investors

Adjacent

Description

Copilot Money, a burgeoning FinTech startup, announced the successful completion of a $6 million Series A funding round led by Adjacent, with notable contributions from a coalition of early-stage funds and prominent figures in the technology and finance sectors. This fresh influx of capital marks a pivotal moment for Copilot Money as it seeks to expand its reach and refine its product offerings.

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.

  • Blend Labs raised $150M (Series A) on April 29, 2024.
  • QI Tech raised an undisclosed amount (Series B) on April 25, 2024.
  • Greenboard raised $4.5M (Seed) on May 8, 2024.
  • MNZL raised $3.5M (Seed) on May 8, 2024.
  • Firenze raised $979K (Pre-Seed) on May 2, 2024.
  • Mortgage Automator raised an undisclosed amount (Corporate Round) on May 1, 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.

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Funding Insights

What this usually means
Typical timeline to Series B
Series A companies typically raise their next round in 10-18 months

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.