We help financial advisors get meetings from LinkedIn FAST.

No time for prospecting but don't want to pay for low quality leads?

Our powerful AI software helps financial services professionals get consistent meetings with qualified client leads directly on LinkedIn.

Rated by 150+ clients on Capterra and other independent review sites.

We power 1,000s of high value connections daily.

Our powerful software plugs into LinkedIn to help you get meetings with the right people.

Works best for:

RIA Principal

Insurance Consultant

Financial Advisor

Wealth Planner

How CoPilot AI grows your AUM:

STEP 1. Target the right people

Start with ideal fits, not time wasters.

Who you talk to makes all the difference.

Whether you need to reach high-net-worth clients or professionals in a specific niche, our proven fit-prediction AI can accurately identify & prioritize your ideal prospects using data from 1,000s of past campaigns and 800+ million LinkedIn profiles.

STEP 2. Bulletproof your messaging

Make messaging personal, not spammy.

Never get stuck on what to say again.

Our AI Smart Reply drafts the perfect response in seconds. It automatically includes the right details from the conversation & your prospect's LinkedIn profile, so you can manage more opportunities without being overwhelmed.

STEP 3. Automate the grunt work

Prospecting while you sleep.

Consistent follow-ups, without the time drain.

Powerful AI workflows let you easily automate check-ins, follow-ups, and set meeting reminders in advance. CoPilot AI works 24/7 so you can wake up to meetings in your calendar.

Start with confidence

Hit the ground running with expert support, on demand.

Our LinkedIn experts will work with you to get everything set up right, step-by-step. Once your campaign is live, our dedicated support team is here to ensure your success.

Teamwork made easy

Helping advisor teams do more selling and less admin.

  • Prevent duplicate outreach between team members.
  • Manage permission settings across your organization.
  • Rank performance & share winning campaign templates.
  • Edit team members' LinkedIn profiles without sharing LinkedIn logins.
Graphic showing how team-management works as a CoPilot AI feature.
Not all wins are equal
Graphic showing how analytics work as a CoPilot AI feature.

Win more, sweat less.

Unlike competitors that try to hack LinkedIn's weekly limits to send more volume, we avoid tactics that put our users' LinkedIn profiles at risk. Our AI-powered toolset learns nonstop to win you more gems, not more pebbles.

We make relationship-selling scalable.

Flexible integrations

Connect the tools you rely on.

It's your data. See it where you need to use it. CoPilot AI's powerful Zapier integration lets you connect the world's most advanced LinkedIn automation tool with your CRM, Slack, and all the essential tools in your sales stack.

Resellers & whitelabel

Partner with CoPilot AI

  • Whitelabel CoPilot AI with your logo & brand.
  • We handle all hosting & maintenance.
  • Resellers average >100% markup on licensing costs.
  • Full admin control of all your users' profiles, campaigns, messaging, and metrics.

Talk to us about getting you more meetings from LinkedIn.

Rated by 150+ clients on Capterra and other independent review sites.

"I'm putting more meetings on my calendar with people I don't normally have the time to seek out or follow up with."

Sam J., Managing Director, Financial Services