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Plaid

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Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

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**Brand Description: Copilot**


Copilot is a leading fintech app dedicated to helping users navigate their financial lives through insightful data and user-friendly tools. Founded by Andrรฉs Ugarte, Copilot emerged to fill the gap in high-quality financial management applications, providing essential features to track spending, enhance savings, and optimize financial decisions. By leveraging Plaidโ€™s robust infrastructure, Copilot offers real-time access to consumer-permissioned data from various financial institutions, ensuring that users gain a holistic view of their finances.


The app includes tools like the โ€œMonth in Review,โ€ which provides users with actionable insights into their spending habits and trends. With continuous user feedback driving innovation, Copilot recently introduced investment monitoring capabilities, allowing users to easily track their overall financial performance. Their commitment to exceptional customer service and seamless integration with Plaid has made Copilot a highly-rated choice among budgeting and investing apps. Going forward, Copilot aims to expand internationally and enhance its offerings to meet the evolving needs of its users.

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Business and Consumer Services

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