How does Copi personalize my advice?

Copi links to your accounts through secure APIs, learns from every chat, and factors in your goals. That real-time context lets it tailor budgets and nudges to your exact habits.

Copi is coming...

build your money mindset

Q: Is Copi a bank or financial advisor?

No! Copi is your AI financial agent. It guides you through financial decisions like an advisor but never touches your money and lets you make the call.

Q: Is my financial data safe?

Absolutely. Copi uses bank-level 256-bit encryption, read-only data access, and full wipe control. Your info stays private and is never sold.

Q: What can Copi actually help me with?

Budgeting, saving, planning for debt, repayment options, choosing the right credit card, finding subscription leaks, credit-score tips, predictive spend alerts, and timely micro-learnings to help you find and correct financial behavior that doesn't match your goals.

meet Copi ->

Gen Z's financial agent

it's an app. on your phone. to help you manage money.

meet Copi ->

the personal financial agent for GenZ students

it's an app. on your phone. to help you manage your money

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talk to your money

more than another budgeting app

Copi makes money easy

advisor-like analysis in clear language
personalized visualizations that click
specialized 'chat' that can explain it all

Copi makes money easy

advisor-like analysis in clear language
personalized visualizations that click
specialized 'chat' that can explain it all

own your money

the financial agent for student life

school can be hard, money shouldn't be

live easy by getting personal with your wallet

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micro-shifts

behavior resets that help you curb impulse spending without changing your lifestyle.

total visibility

connect your accounts and see all your cash, bills, and projections in one place —> easy

proactive nudges

been busy? Copi can give you a gentle nudge and update your progress

micro-shifts

behavior resets that help you curb impulse spending without changing your lifestyle.

total visibility

connect your accounts and see all your cash, bills, and projections in one place —> easy

proactive nudges

been busy? Copi can give you a gentle nudge and update your progress

micro-shifts

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

total visibility

connect your accounts and see all your cash, bills, and projections in one place —> easy

proactive nudges

been busy? Copi can give you a gentle nudge and update your progress

the copi financial agent infront of the us treasury on a bank note

know your AI

what's Chat saying about your money?

GPTs get around, don't give them your financial data.

forget privacy, can you even believe what they tell you?

Copi is your trusted financial layer, AI analysis without stress.

GPTs get around. don't give them your financial data. privacy aside, should you even trust what it's telling you?

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

private & secure: we don't sell your data. you get full wipe control, bank-level encryption, and secure "read-only" Plaid bank integration.

accessible & relatable: Copi talks in clear language, explains anything you want, and gives you depth without jargon.

trusted sources & processes: powered by proven tools and a vetted curriculum. Copi won't just make things up like some GPTs.

hyper-personalization: guidance that adapts to you. your money, your goals, your plan. it should all make sense to you.

Hyper-Personalization: Guidance that adapts to you. Your money, your goals, your situation in clear language and visuals that make sense to you.

FAQs

frequently asked questions

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

is Copi a bank or financial advisor?

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 the community, share in making impact in a way that fits you best

Join The List

for students, by students

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 class

for students, by students

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 class