about Copi
born from a collaboration between students and dedicated professionals
Copi was built to bring students clarity and control over money
because when you own your money, you own your future
for too long, access to the best advice, tools, and data
was exclusive to the wealthiest 1%
we are here to challenge that status quo
Copi will democratize financial access, giving anyone
the insights, mindset, and decision-support needed to
get clarity and take ownership over their personal finances
the path to financial independence is clear
Clarity + ownership + plan = independence
our values
reflect how we commit to quality, integrity, and change
along with our community, they help shape how Copi evolves
Copi's mission
to make financial access a universal right, not a privilege.
so, what is Copi ?
our goal is simple: to break down financial barriers that restrict opportunity
Copi is a financial assistant, another set of trained eyes on your money
Copi is an educator, making financial knowledge accessible and relatable
Copi is a mentor, a trusted and friendly voice to help you plan for the future you want
Copi = financial access = all of these skills, tools, and mindset on your phone,
personalized to you
Copi is the engine, driving a new financial reality
vision
a future where financial literacy is common, financial anxiety is not,
and opportunity is available to anyone willing to do the work