The Financial CoPilot is a B2B software-as-a-service (SaaS) provider focused on the financial services industry. The company's mission is to empower financial professionals by leveraging artificial intelligence to automate administrative tasks, generate personalized client communications, create marketing content, and ensure compliance. Their platform acts as an AI assistant, helping advisors save time, improve client engagement, and scale their business operations efficiently. By integrating with existing workflows, it handles tasks like summarizing client meetings, drafting follow-up emails, and creating financial reports.

Founded in

United States