Assembly
Assembly is the AI-powered customer experience platform for professional service firms, unifying client management, payments, and custom apps in one branded portal.
At a Glance
- Professional Service Firms
- Accounting
- Legal
- Marketing
- +1 more
AI Tools by Assembly
(1)
Assembly Studio
AI App Builder for Firms
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Latest News
Assembly Debuts New Brand Identity and AI Assistant
Copilot Closes $10M Series A to Expand Client Portal Platform
Introducing Assembly Studio: The AI App Builder for Service Firms
Products & Services
A unified client portal including CRM, messaging, payments, and file sharing.
An AI-powered app builder that allows firms to create custom client apps without code.
An integrated AI helper to automate tasks and client management.
Market Position
Assembly positions itself as the unified 'operating system' for service firms, replacing fragmented point tools like Slack, Stripe, and DocuSign with a single, AI-powered client experience.
Leadership
Founders
Marlon Misra
Cofounder/CEO at Assembly; former CEO at Piccolo; Software Engineer at Pinterest.
Neil Raina
Cofounder at Assembly; former Software Engineer at Pinterest.
Executive Team
Marlon Misra
Cofounder and CEO
Previously Co-Founder and CEO of Piccolo (YC W18). Former Software Engineer at Pinterest.
Neil Raina
Cofounder and CTO
Previously Software Engineer at Pinterest.
Board of Directors
Founding Story
Originally founded as Piccolo (a smart home device company), the team joined Y Combinator in 2018. They eventually pivoted to build Copilot, a client portal platform for service businesses, which was rebranded to Assembly in 2025 to reflect its evolution into an AI-driven ecosystem.
Business Model
Revenue Model
Subscription-based SaaS with tiers based on contacts, users, and build credits.
Pricing Tiers
5 active contacts, 1 internal user, 50 build credits / month. Includes CRM, app builder, 30+ pre-made apps.
Billed annually. 50 active contacts, 1 internal user, 200 build credits / month. Includes API & MCP connector.
Billed annually. 500 active contacts, 3 internal users, 200 build credits / month. Includes custom domains, automation builder.
Billed annually. Unlimited active contacts, 5 internal users, 200 build credits / month. Includes HIPAA compliance, audit log.
Unlimited users, contacts, and apps. Custom SSO, volume-based build credits, dedicated success manager.
Target Markets
- Professional Service Firms
- Accounting
- Legal
- Marketing
- Consulting
- Accounting and Bookkeeping firms
- Marketing and Advertising agencies
- Law firms and Practice Management
- Consulting firms
- Real Estate and Property Management
- Over 1,000 professional service firms