Moola Copilot LLC

Moola Copilot provides investment advice through a mobile app, offering both non-discretionary recommendations (Investment Scores) and discretionary management of individual retirement accounts (Managed Portfolios). The firm relies on client-provided information to tailor its advice and uses algorithms based on company fundamentals and modern portfolio theory. Moola does not offer in-person or phone-based advice. Clients must open brokerage accounts with Alpaca Securities and crypto accounts with Alpaca Crypto to use Moola's services.