Full-Time

Senior Product Designer

IOS & Mac

Copilot Money

Copilot Money

11-50 employees

Personal finance app tracking home equity

Compensation Overview

$175k - $205k/yr

+ Equity

New York, NY, USA

Hybrid

Hybrid role; requires 2 days per week in the Brooklyn (Greenpoint) office.

Category
Software Engineering (1)
Required Skills
Interaction Design
Figma
iOS/Swift
Sketch
Graphic Design
Requirements
  • 6+ years of product design experience, with a focus on mobile and consumer apps
  • Deep knowledge of Figma (or Sketch) and the Apple Human Interface Guidelines
  • Exceptional visual and interaction design skills, with a strong eye for detail
  • Autonomous, you work independently and move forward your own projects
  • Strong communication skills, ability to articulate design decisions to a wide audience
  • Based in New York City
Responsibilities
  • Prototype, design, and iterate on features to turn complex user problems into intuitive solutions for our native iPhone, iPad, and Mac apps
  • Collaborate with designers, engineers, and customer success to refine your designs based on user feedback, data, and technical constraints
  • Conduct user research and testing in partnership with customer success
  • Shape the direction of our apps, and contribute to the design system to maintain consistency across platforms, and accelerate engineering handoff

Copilot Money is a personal finance app that helps people manage their finances through a suite of tools such as connections management, real estate value tracking, and personalized financial insights. It works by connecting financial accounts and property data to monitor assets like home equity, track important relationships, and generate tailored recommendations. Users access premium features through a monthly subscription, with a free trial to try the service. Copilot differentiates itself with an intuitive, conversational interface and predictive models that translate financial data into clear insights and goals, making planning easier for both new and experienced investors. The company’s goal is to give individuals clearer visibility and control over their financial health, helping them set and achieve financial objectives and maintain proactive financial planning.

Company Size

11-50

Company Stage

Series A

Total Funding

$6M

Headquarters

New York City, New York

Founded

2019

Simplify Jobs

Simplify's Take

What believers are saying

  • Mint's discontinuation in 2024 created direct market opportunity for Copilot.
  • Multi-platform support on iPhone, iPad, Mac replaces manual spreadsheet workflows.
  • Plaid integration enables comprehensive investment tracking across banks and brokerages.

What critics are saying

  • Apple-only platform excludes 50% global smartphone users; Android expansion blocked.
  • Free-to-paid conversion bottleneck threatens unit economics below 10-15% adoption.
  • Major fintech acquirers embed superior budgeting natively, collapsing standalone value.

What makes Copilot Money unique

  • AI automatically categorizes transactions and pre-allocates recurring bills monthly.
  • Apple Design Award Finalist 2024 for elegant interface and machine learning.
  • Users save average 5% annually; 100,000+ subscribers with high daily engagement.

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Your Connections

People at Copilot Money who can refer or advise you

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Home Office Stipend

Phone/Internet Stipend

Wellness Program

Paid Vacation

Unlimited Paid Time Off

PTO/vacation

Hybrid Work Options

Annual company retreats

Employee Referral Bonus

Stock Options

Performance Bonus

Relocation Assistance

Mental Health Support

Family Planning Benefits

Fertility Treatment Support

Conference Attendance Budget

Professional Development Budget

Education allowance

Tuition Reimbursement

Professional Certification Support

Adoption Assistance

Childcare Support

Elder Care Support

Gym Membership

Remote Work Options

Paid Holidays

Sabbatical Leave

Parental Leave

Health Savings Account/Flexible Spending Account

Meal Benefits

Commuter Benefits

Legal Services

Employee Discounts

Company Equity

Life Insurance

Disability Insurance

Adoption Assistance

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

2%

2 year growth

2%
FinTech Futures
Mar 22nd, 2024
ICYMI fintech funding round-up: Marco, Zone, Copilot, Flowpay and more

US budgeting app Copilot has landed $6 million in a Series A funding round led by VC Adjacent, aimed at fuelling the fintech's AI and product development ambitions.

TechCrunch
Mar 21st, 2024
Budgeting App Copilot Is Booming Now That Mint Is Dead, Leading To $6M Series A

Intuit is winding down budgeting app Mint this week and that’s become good news for competitor Copilot. Mint’s demise represents both the end of an era and proof that consumers want more from their finance app, founder Andres Ugarte told TechCrunch.The New York-based CEO started the subscription-based personal finance tracker in January 2020 to offer an alternative to Mint. Today, Copilot has over 100,000 subscribers with a majority of them coming into the app at least once a day. Others enter the app multiple times a week, with 20% of users being what Ugarte considers “heavy users,” using Copilot between five and 10 times a day.“That’s good for an app that is not a social network,” Ugarte said.Users also save an average of 5% after starting with the app, Copilot calculates. While that might not seem like a lot, Ugarte notes that for someone making $100,000, for example, that is $5,000 a year. Multiplied by 100,000 users, and the app is putting half a billion back into consumers’ wallets, he said.Beyond MintLike millions of others, Ugarte tried some personal finance apps, including Mint, yet found them to be lacking

PYMNTS
Mar 6th, 2024
Apple'S New Api Offers Users Peek At Balances

Apple has unveiled an application programming interface (API) enabling users to see their balances on their Apple finance products. Called FinanceKit, the API allows developers to fetch transactions and balance information from Apple Card, Apple Cash and Savings with Apple, TechCrunch reported Wednesday (March 6). Apple is partnering with personal finance management apps YNAB, Monarch and Copilot to roll out the API, according to the report

PYMNTS
Mar 6th, 2024
Apple’S New Api Offers Users Peek At Balances

Apple has unveiled an application programming interface (API) enabling users to see their balances on their Apple finance products. Called FinanceKit, the API allows developers to fetch transactions and balance information from Apple Card, Apple Cash and Savings with Apple, TechCrunch reported Wednesday (March 6). Apple is partnering with personal finance management apps YNAB, Monarch and Copilot to roll out the API, according to the report