“Can a Google-native CRM own the SMB relationship management workflow for companies already embedded in the Google ecosystem?”
Copper (formerly ProsperWorks) was founded in 2013 as a CRM designed specifically for companies that use Google applications, offering deep Gmail and Google Workspace integration. The product has remained focused on CRM for small and mid-market businesses, with embedded finance limited to billing/tax compliance infrastructure via Avalara. There is no evidence of a pivot toward embedded finance products as a revenue line.
Copper discloses Evolve Bank & Trust as its banking provider, according to the Embedded Finance Index 2026.
Copper does not disclose a bank charter of its own; its banking services are provided through Evolve Bank & Trust.
Copper is founded in 2013 and headquartered in San Francisco, California, USA.
Get a read on where your own stack stands against Copper and the rest of its category — what they built versus bought, which providers they use, and where the gaps in your own strategy and competitive set actually are.