Overview
Copilot is a Salesforce implementation and data strategy consulting firm [2] listed in the New York City AI company directory [1]. Founded in 2018, the company operates as part of VASS [4] and serves financial services, real estate, and technology companies [2]. Copilot's service model comprises three components: Strategic Advisory, Proven Execution, and Insightful Analytics [5]. The firm combines strategic advisory with implementation work performed by architects and analysts, alongside analytics and cloud architecture services [3]. Copilot claims industry expertise in financial services, real estate, and technology scaleups [6]. The company publishes client testimonials from organizations including a top growth equity and venture capital firm, a global investment bank, a publicly traded REIT, and a high-growth real estate technology scaleup that achieved a nine-figure exit [7].
Copilot organizes its offering as Strategic Advisory, Proven Execution and Insightful Analytics. [5]
Customers
Copilot publishes testimonials from unnamed clients including a top growth equity and venture capital firm, a global investment bank, a publicly traded REIT and a high-growth real estate tech scaleup that reached a nine-figure exit. [7]
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