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Assembly

Assembly (formerly Copilot) is an AI-powered client portal platform that helps professional service firms create remarkable client experiences by unifying CRM, payments, tasks, contracts and more with an AI Assistant, serving consulting, accounting, real estate, law, marketing, and tech firms with over 1 million clients.

Enterprise SaaSSeries A$13M raised

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Frequently Asked Questions about Assembly

What does Assembly do?

Assembly (formerly Copilot) is an AI-powered client portal platform that helps professional service firms create remarkable client experiences by unifying CRM, payments, tasks, contracts and more with an AI Assistant, serving consulting, accounting, real estate, law, marketing, and tech firms with over 1 million clients.

How many employees does Assembly have?

Assembly has 25 employees as of 2026.

How much funding has Assembly raised?

Assembly has raised $13M in total funding. Their most recent round was a Series A.

What technologies does Assembly use?

Assembly works with technologies including AI, B2B SaaS, SaaS, Sales Enablement, Workflow Automation.

More About Assembly

Company Info

San Francisco, CA

Founded 2020

25 employees

$13M total raised

Technologies

AIB2B SaaSSaaSSales EnablementWorkflow AutomationAutomationProductivity ToolsEnterprise Software