CoPi is coming...

Money made simple, finally.

CoPi is coming...

build your money mindset

CoPi— the personal financial agent for GenZ

AI-driven tools, analysis, and guidance to make you the financial advisor

CoPi— the personal financial agent for GenZ

AI-driven tools, analysis, and guidance to make you the financial advisor

let's talk money

more than another AI budgeting app

more than another budgeting app

CoPi analyzes transactions with your context to build game‑changing habits

advisor‑level analysis in clear language
gamified micro-learning to curb impulse spend
chat to get clear on your options

Join The List

own your money

the only AI financial agent for student life

school can be hard, life shouldn't be

live easy by being closer with your money

Get Early Access

agentic chat

"hey CoPi, can I swing Coachella tickets?" instantly get a hard no —> or help with a plan

total visibility

with a visual money map. see all your cash, bills, and projections in one place

proactive nudges

been off-line for a week? CoPi can send a gentle nudge with your latest trend chart

agentic chat

"hey CoPi, can I swing Coachella tickets?" instantly get a hard no —> or help with a plan

total visibility

with a visual money map. see all your cash, bills, and projections in one place

proactive nudges

been off-line for a week? CoPi can send a gentle nudge with your latest trend chart

agentic chat

"hey CoPi, can I swing Coachella tickets?" instantly get a hard no —> or help with a plan

total visibility

with a visual money map. see all your cash, bills, and projections in one place

proactive nudges

been off-line for a week? CoPi can send a gentle nudge with your latest trend chart

know your AI

what's Chat saying about your money?

GPTs get around. Don't trust your sensitive financial data to a public AI interface. Privacy aside- can you even trust what it's telling you?

CoPi is your protective layer to get access to the power of AI financial analysis without the stress.

Chat gets around. Don't trust your sensitive financial info to a very public interface. Privacy aside- can you even trust it?

CoPi is your protective layer, giving access to the powerful of AI analysis without the stress.

Private & Secure: No data sold, full wipe control, bank-level encryption and secure "read-only" plaid integration.

Accessible & Relatable: Real financial talk in clear language and sleek visuals. Always up, ready to chat.

Trusted Sources & Processes: Powered by proven processes and validated by a vetted curriculum - CoPi won't make things up like Chat.

FAQs

frequently asked questions

CoPi lives for your questions- here are some of the big ones

Is CoPi a bank or financial advisor?

How does CoPi personalize my plan?

Is my financial data safe?

What can CoPi actually help me with?

for students, by students

CoPi is student co-created with the mission of putting financial resilience in anyone's hands

join our community to join in the fun, test, suggest, and get first access to the latest tech

Co-create CoPi

for students, by students

CoPi is student co-created with the mission of putting financial resilience in anyone's hands

join our community to join in the fun, test, suggest, and get first access to the latest tech

Co-create CoPi

for students, by students

CoPi is student co-created with the mission of putting financial resilience in anyone's hands

join our community to join in the fun, test, suggest, and get first access to the latest tech

Co-create CoPi