CoPilot AI is a fast-growing, venture backed SaaS/MarTech company based in Vancouver. We are on a 10-year mission to fundamentally change the way people connect with businesses. 3 billion people now live on social media, and yet, businesses and their sales teams are still largely operating on outdated tools like email and CRM. CoPilot’s A.I. platform offers businesses a single portal where they can interact with prospects and customers no matter which social media platform they’re on. With the new product just launched in May 2018, we’re already gaining serious momentum and have clients at big firms like New York Life, Morgan Stanley, UBS, Merrill Lynch, and more.

Pin-point high net worth leads
Qualified lead generation for financial advisors.

Target 401k rollover, white collar executives or years of experience giving you the power to find more interested leads.

Create referrals & networking
Let us grow your network while you sleep.

Take a digital approach to lead generation and let our software do the leg work for you.

Our approach is compliant
Don’t post content or run ads.

We work with you to get approval from compliance so you can drive lead generation, and revenue through our system.

• Market leaders in social lead generation for financial advisors
• Uncover hidden revenue for your pipeline
• We support you with an entire team of experts