partnerships - social ventures

partnerships - social ventures

partnerships - social ventures

empowering financial futures

youth meets financial literacy

you're on the front lines

copi will help you scale your impact.

engage more students with mission-aligned values.

shift the story from financial anxiety to financial resilience.

introducing Copi

introducing Copi

introducing Copi

engage

more participants with a beneficial tool they'll actuall use

engage

more participants with a beneficial tool they'll actuall use

engage

more participants with a beneficial tool they'll actuall use

personalize

at scale, giving everyone relevant financial tools and planning

personalize

at scale, giving everyone relevant financial tools and planning

personalize

at scale, giving everyone relevant financial tools and planning

align

with a partner that shares your vision and values

align

with a partner that shares your vision and values

align

with a partner that shares your vision and values

Groceries

the new way forward

Other financial literacy tools check one box.

Copi hits three

1 — a hyper-personalized financial agent

always on, in your phone. it knows you and your situation.


2 — a proprietary chat + visualization engine

delivers answers the way you actually understand.


3 — proprietary tools + vetted curriculum, grounded in trusted sources.

not a flimsy wrapper, not influenced by trends, no crowd-sourced theories.


Plan for your financial future, with clarity.

high-fives from mentor to student (Photo by: Katerina Holmes)
high-fives from mentor to student (Photo by: Katerina Holmes)
high-fives from mentor to student (Photo by: Katerina Holmes)

our mission

to make financial access a right, not a privilege.

built on a simple formula:

Clarity + ownership + plan = independence


co-developed with students and partners from day one,

so the tools align with real needs that serve impact.

how Copi succeeds

clarity

  • real time budgets
    plan, track, and adjust spending habits instantly.

  • complete visibility
    interactive visual insights help to spot leaks & impulse.

  • behavioral nudges
    actionable nudges provide clear path to financial goals.

clarity

  • real time budgets
    plan, track, and adjust spending habits instantly.

  • complete visibility
    interactive visual insights help to spot leaks & impulse.

  • behavioral nudges
    actionable nudges provide clear path to financial goals.

clarity

  • real time budgets
    plan, track, and adjust spending habits instantly.

  • complete visibility
    interactive visual insights help to spot leaks & impulse.

  • behavioral nudges
    actionable nudges provide clear path to financial goals.

engagement

  • gamified approach
    rewards and challenges to focus attention on what matters.

  • micro-lessons that stick
    bite-sized financial education in just the right amount.

  • personalized nudges
    timely reminders aligned with personalized goals.

engagement

  • gamified approach
    rewards and challenges to focus attention on what matters.

  • micro-lessons that stick
    bite-sized financial education in just the right amount.

  • personalized nudges
    timely reminders aligned with personalized goals.

engagement

  • gamified approach
    rewards and challenges to focus attention on what matters.

  • micro-lessons that stick
    bite-sized financial education in just the right amount.

  • personalized nudges
    timely reminders aligned with personalized goals.

confidential

  • discrete support
    Users can explore trusted, confidential materials.

  • personalized profiles
    unique profiles surface content relevant to each student.

  • targeted resources
    only the right content, no overload.

confidential

  • discrete support
    Users can explore trusted, confidential materials.

  • personalized profiles
    unique profiles surface content relevant to each student.

  • targeted resources
    only the right content, no overload.

confidential

  • discrete support
    Users can explore trusted, confidential materials.

  • personalized profiles
    unique profiles surface content relevant to each student.

  • targeted resources
    only the right content, no overload.

peer supported

  • student-led co-creation
    student advisory shapes copi's & anchors relevance.

  • collaborative motivation
    network effect meets financial literacy.

  • peer-to-peer support
    students connect and learn from each other.


peer supported

  • student-led co-creation
    student advisory shapes copi's & anchors relevance.

  • collaborative motivation
    network effect meets financial literacy.

  • peer-to-peer support
    students connect and learn from each other.


peer supported

  • student-led co-creation
    student advisory shapes copi's & anchors relevance.

  • collaborative motivation
    network effect meets financial literacy.

  • peer-to-peer support
    students connect and learn from each other.


Copi in the classroom

Copi is built with students, for students to remove money stress as a blocker to success

bring Copi to your class and link financial clarity with learning outcomes

Copi in the classroom

Copi is built with students, for students to remove money stress as a blocker to success

bring Copi to your class and link financial clarity with learning outcomes

Copi in the classroom

Copi is built with students, for students to remove money stress as a blocker to success

bring Copi to your class and link financial clarity with learning outcomes