When 3.6 Million Users Need a New Home with Copilot Money’s Andrés Ugarte

This week, Sasha Orloff is joined by Andrés Ugarte to explore the rise of Copilot Money after Mint's shutdown announcement, sharing his journey from frustrated user to founder of a privacy-focused personal finance app, and discussing the challenges of building a product-driven company in a shifting financial landscape. For full show notes, visit: https://highlightai.com/share/31895f5b-d783-4eaa-ab11-ac3214b21ddb

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LINKS:

Copilot Money: https://copilot.money/
https://www.linkedin.com/in/andresugarte/

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X/SOCIAL:

@chuga (Andrés)
@sashaorloff (Sasha)

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TIMESTAMPS:
(00:00:00) Intro
(01:10) Behind the scenes of major business inflection points
(02:00) Andrés Ugarte's background and founding of Copilot Money
(03:20) The motivation behind building Copilot Money
(05:10) The rise of prosumer apps and the timing for Copilot
(07:00) Trust issues with banks and financial data
(09:00) Launching Copilot as a subscription app
(11:20) Challenges in fundraising and proving skeptics wrong
(13:20) Key features and user feedback on Copilot
(15:50) Prioritizing feature development in a crowded market
(17:50) Impact of Mint's shutdown on Copilot's growth
(22:00) Initial reactions and strategic responses to Mint's shutdown
(26:10) Managing unprecedented growth and user onboarding
(30:30) Lessons learned and future plans for Copilot Money
(34:00) Copilot's vision for financial clarity and user empowerment
(38:00) Securing Series A funding and expanding the team
(42:00) Reflecting on achievements and user stories
(46:00) Closing remarks and call to action for listeners

Видео When 3.6 Million Users Need a New Home with Copilot Money’s Andrés Ugarte канала Tech Finance with Sasha Orloff