Copilot Money
Copilot Money is a personal finance app for Apple devices with features like savings goals, cash flow analysis, and real estate tracking.
Secondary Market Price
Secondary Market Price
How Copilot Money Measures Up
To help you manage your Copilot Money equity, Prospect has run the company through our machine learning model.
Prospect Rating
TBD
We are still gathering data to complete our evaluation of Copilot Money. Check back soon for our rating and projection of its worth four years from now.
Exit Risk
TBD
We are still gathering data on Copilot Money to train our machine learning model. Check back soon for our exit risk rating for Copilot Money!
Funding Stage
Series A
A Series A funding round means Copilot has a solid product and is ready to grow its team and customer base. For you, this translates to joining a company that's established enough to offer some stability but is still young enough for your work to make a real impact.
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Prospect Projected Future Copilot Money Prices
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Company Description
Copilot Money develops and maintains a personal finance management application for Mac, iPhone, and iPad. The company is focused on regularly updating the app with new features and enhancements. Its current activities include the development of tools like Savings Goals, Cash Flow analysis, and transaction tagging. The application also integrates with financial institutions and services such as Apple Card, Public, MX, and Finicity. While a detailed company history is not publicly available, the application's product changelog shows consistent updates and feature releases dating back to at least August 2023.
The company's changelog provides a forward-looking perspective, with a planned design refresh titled 'Liquid Glass' scheduled for September 2025 to align with the aesthetic of iOS26. Recent announcements highlight a steady expansion of the product's capabilities. Notable updates include the launch of a native iPadOS application in October 2024, the introduction of a feature to import historical data from Mint in February 2024, and the implementation of real-time tracking for Apple Card, Apple Cash, and Savings accounts in March 2024. Other significant releases include accessible charting options for colorblind users and an integration with the investment platform Public for real-time portfolio updates.
- Adjacent
- Scott Belsky
- Jeff Weinstein
- Lenny Rachitsky
- Mathilde Collin
- Immad Akhund
- Andrew Farah
- Ryan Delk
- Neil Parikh
- Brian Lovin
- Founder, CEO Andrés Ugarte
Peer Group Comparison
Vs Peer Group of >$4B Startups
Frequently Asked Questions
Joining Anduril as an employee is another way to acquire equity, typically through stock options included in compensation packages.
Is Copilot Money worth joining?
Deciding to join any startup, including Copilot Money, is a personal choice that depends on your career ambitions, risk tolerance, and belief in the company's future. If you receive an equity offer, a platform like Prospect can help you understand its potential value and tax implications.
What should I do with my Copilot Money stock?
Managing private company stock involves creating a strategy for exercising options and planning for taxes, which depends on your personal financial goals. Tools like Prospect's platform can help you model different scenarios and create a customized plan for your equity.
Can you sell Copilot Money stock?
As a private company, shares in Copilot Money are not publicly traded and can typically only be sold during specific events like a tender offer or on secondary markets. When such an opportunity arises, it's important to determine the most tax-efficient shares to sell, a process that equity management platforms can assist with.
How can I find the value of my Copilot Money stock?
The value of private stock is typically determined by a 409A valuation, which is an independent appraisal of the company's fair market value. For forward-looking projections, platforms like Prospect use proprietary models to help you forecast the potential future value of your shares.
What is Copilot Money's equity worth?
The total worth of Copilot Money's equity is reflected in its most recent company valuation, often established during a funding round or a 409A assessment. This valuation determines the fair market value per share, which is crucial for understanding the potential worth of your personal equity grant.
What is Copilot Money's stock ticker symbol?
Copilot Money does not have a stock ticker symbol because it is a private company. Ticker symbols are only assigned to companies when they become publicly traded on a stock exchange like the NYSE or NASDAQ.
Can I buy or sell Copilot Money stock?
As Copilot Money is a private company, its stock is not available for purchase by the general public on open markets. Selling is also restricted, generally limited to company-approved liquidity events like tender offers or secondary market sales.
What is the criteria to buy or invest in Copilot Money stock?
Investing in a private company like Copilot Money is typically restricted to accredited investors participating in organized funding rounds. The other primary way to acquire equity is by being an employee who receives stock options or RSUs as part of their compensation.
