# Assembly

> Assembly, formerly Copilot and Portal, is a New York-based AI-powered CRM, branded client portal, and AI app-builder platform for professional-service firms, founded in 2020 by Marlon Misra and Neil Raina.

Company page on Leadbay: https://mad-max.leadbay.ai/company/assembly.com · loaded 2026-10-29

## At a glance

- Website: https://assembly.com
- Team based in: New York (assembly.com and 1 more)
- Founded: 2020 (assembly.com and 1 more)
- Founders: Marlon Misra, Neil Raina
- Industry: Software Development
- Employees: 44 (employees and founders, investors not counted; assembly.com and 1 more)
- Backed by: YC Continuity, Lachy Groom, Liquid 2 Ventures, Slope VC, Y Combinator
- Seen in its site's code: Google Tag Manager (googletagmanager.com/gtm.js), Segment (cdn.segment.com), Next.js (/_next/static/), Google Workspace (MX smtp.google.com), Amazon SES (TXT amazonses.com), Slack (TXT slack-domain-verification) (read 2026-10-30)

## What it sells, to whom

- Assembly, formerly Copilot and Portal, is a New York-based AI-powered CRM, branded client portal, and AI app-builder platform for professional-service firms, founded in 2020 by Marlon Misra and Neil Raina. ([assembly.com](https://assembly.com/llm-info), [assembly.com](https://assembly.com/), [businesswire.com](https://www.businesswire.com/news/home/20250930437243/en/Assembly-Debuts-New-Brand-Identity-and-AI-Assistant-to-Empower-Professional-Service-Firms))

## Why it stands out

- Capterra lists Assembly as a recognized product for best ease of use in four categories (2026 listing); this is a third-party recognition rather than a formal company award. ([capterra.com](https://www.capterra.com/p/214210/Assembly/))
- Competes with: Lovable, Base44, Canopy, Dubsado, HoneyBook, Karbon, Moxo, ShareFile, SmartVault, SuiteDash, TaxDome, Connecteam, Freshservice, Zendesk Suite, Microsoft SharePoint ([assembly.com](https://assembly.com/comparison), [capterra.com](https://www.capterra.com/p/214210/Assembly/))

## Products and services

- CRM for contacts, companies, and client-work management ([assembly.com](https://assembly.com/), [copilot.app](https://www.copilot.app/new-home), [businesswire.com](https://www.businesswire.com/news/home/20250930437243/en/Assembly-Debuts-New-Brand-Identity-and-AI-Assistant-to-Empower-Professional-Service-Firms))
- Branded client portal for messaging, file sharing, forms, contracts/e-signatures, tasks, and payments ([assembly.com](https://assembly.com/), [copilot.app](https://www.copilot.app/new-home), [businesswire.com](https://www.businesswire.com/news/home/20250930437243/en/Assembly-Debuts-New-Brand-Identity-and-AI-Assistant-to-Empower-Professional-Service-Firms))
- 30+ ready-made workflow apps for intake, onboarding, proposals, payments, and project tracking ([assembly.com](https://assembly.com/), [copilot.app](https://www.copilot.app/new-home), [businesswire.com](https://www.businesswire.com/news/home/20250930437243/en/Assembly-Debuts-New-Brand-Identity-and-AI-Assistant-to-Empower-Professional-Service-Firms))
- AI app builder that creates customized production apps from plain-English descriptions ([assembly.com](https://assembly.com/), [copilot.app](https://www.copilot.app/new-home), [businesswire.com](https://www.businesswire.com/news/home/20250930437243/en/Assembly-Debuts-New-Brand-Identity-and-AI-Assistant-to-Empower-Professional-Service-Firms))
- AI Assistant for internal client-work and administrative tasks ([assembly.com](https://assembly.com/), [copilot.app](https://www.copilot.app/new-home), [businesswire.com](https://www.businesswire.com/news/home/20250930437243/en/Assembly-Debuts-New-Brand-Identity-and-AI-Assistant-to-Empower-Professional-Service-Firms))
- Integrations through embedded tools, Zapier/Make, webhooks, and API/custom apps ([assembly.com](https://assembly.com/), [copilot.app](https://www.copilot.app/new-home), [businesswire.com](https://www.businesswire.com/news/home/20250930437243/en/Assembly-Debuts-New-Brand-Identity-and-AI-Assistant-to-Empower-Professional-Service-Firms))
- Security features including SOC 2 Type II and HIPAA support ([assembly.com](https://assembly.com/), [copilot.app](https://www.copilot.app/new-home), [businesswire.com](https://www.businesswire.com/news/home/20250930437243/en/Assembly-Debuts-New-Brand-Identity-and-AI-Assistant-to-Empower-Professional-Service-Firms))

## Customers and markets

- **Customers**: More than 1,000 businesses serving more than 1 million clients, Professional-service firms in marketing and design, accounting, bookkeeping, legal, consulting, real estate, technology, and financial services, Named examples include Capital One, Advertai, Orca Accounting, and Zen Aegis, Assembly says its customers include firms with 1,100+ hotel partners and international property owners ([assembly.com](https://assembly.com/customers), [copilot.app](https://www.copilot.app/new-home), [businesswire.com](https://www.businesswire.com/news/home/20250930437243/en/Assembly-Debuts-New-Brand-Identity-and-AI-Assistant-to-Empower-Professional-Service-Firms))
- **Markets**: Primary market: tech-enabled professional-service firms. ([assembly.com](https://assembly.com/blog/copilot-rebrand-assembly), [assembly.com](https://assembly.com/customers), [assembly.com](https://assembly.com/blog/client-portal-examples))
- **Markets**: Explicit verticals: accounting, consulting, marketing agencies and law firms; the company also targets solopreneurs, scaling firms and enterprise/public-company users such as Capital One. ([assembly.com](https://assembly.com/blog/copilot-rebrand-assembly), [assembly.com](https://assembly.com/customers), [assembly.com](https://assembly.com/blog/client-portal-examples))

## Team

- Marlon Misra, Cofounder/CEO
- Neil Raina, Cofounder/CTO
- Vasudha Sridharan, Head of Demand Generation
- Jordan Wechsler, Founding Growth Marketer
- Vivienne Chen, Product Marketing Lead
- Dovid Baum, Product Design Lead

Backed by: YC Continuity, Lachy Groom, Liquid 2 Ventures, Slope VC, Y Combinator

## Latest news

- 2026-08-13 · [Assembly launches an AI app builder for client-facing software](https://runtimewire.com/article/assembly-studio-ai-app-builder-client-facing-software) (runtimewire.com)
- 2025-09-30 · [Assembly Debuts New Brand Identity and AI Assistant to Empower Professional Service Firms](https://finance.yahoo.com/news/assembly-debuts-brand-identity-ai-142600571.html) (finance.yahoo.com)

## Where to find more

- [This page in Markdown, for agents](https://mad-max.leadbay.ai/company/assembly.com.md)

## Decision makers

- [Marlon Misra](https://mad-max.leadbay.ai/person/marlon-misra--assembly.com.md), Cofounder/CEO
- [Neil Raina](https://mad-max.leadbay.ai/person/neil-raina--assembly.com.md), Cofounder/CTO
- [Vasudha Sridharan](https://mad-max.leadbay.ai/person/vasudha-sridharan--assembly.com.md), Head of Demand Generation

Work emails and direct phones come with a Leadbay account: https://wow.leadbay.ai/?register=true

Where it comes from: 25 sites read (assembly.com, linkedin.com, joinassembly.com, community.assembly.com, businesswire.com, copilot.app, capterra.com, presentofai.com, …).

## Best angle

2026-08-13 · Product: Assembly launches an AI app builder for client-facing software (1 source)

## Best way in

- Message on X: The company's own account

## Signals: what happened

- 2026-10-20 · News: 72 subsidiary websites, previously on independent CMS platforms, hosting providers, and support models, consolidated onto one governed foundation by a global asset management company. (1 source: [linkedin.com](https://www.linkedin.com/posts/assemblyinc_72-websites-one-governed-foundation-activity-7518280466504884224-hJrP))
- 2026-10-16 · Customers: Built an app in Lovable, Replit, or Claude Code? You can now bring them into Assembly and turn them into client-ready production grade experiences, with sign-in, security, permissions, and branding all built-in. (1 source: [linkedin.com](https://www.linkedin.com/posts/assemblycom_built-an-app-in-lovable-replit-or-claude-activity-7516915965389877248-4qVh))
- 2026-08-13 · Product: Assembly launches an AI app builder for client-facing software (1 source: [runtimewire.com](https://runtimewire.com/article/assembly-studio-ai-app-builder-client-facing-software))
- 2026-07-31 · News: Every speech-to-text vendor claims best-in-class accuracy. The harder question: who can prove it without grading their own homework? (1 source: [linkedin.com](https://www.linkedin.com/posts/assemblyai_every-speech-to-text-vendor-claims-best-in-class-activity-7489003489143128064-lcKy))
- 2026-07-20 · Hiring: 👇 We're hiring, come join our team! (1 source: [linkedin.com](https://www.linkedin.com/posts/assemblyai_were-hiring-come-join-our-team-activity-7485065442391117825-jAYE))
- 2026-07-17 · Fundraising: We handled >120 million weekly voice conversations in Q2 @AssemblyAI. (1 source: [linkedin.com](https://www.linkedin.com/posts/dylanbfox_we-handled-120-million-weekly-voice-conversations-activity-7483933181851758592-wCTY))
- 2026-07-07 · News: Getting "who said what" right on messy, real-world audio is one of the hardest problems in speech AI. (1 source: [linkedin.com](https://www.linkedin.com/posts/assemblyai_getting-who-said-what-right-on-messy-real-world-activity-7480283153085984768-oPsZ))
- 2026-05-07 · News: 10-Q (1 source: [sec.gov](https://www.sec.gov/Archives/edgar/data/1426800/000119312526211987/asmb-20260331.htm))
- 2026-02-04 · News: CoPilot (Now Assembly): A Client Portal Built for Relationship-Driven Professional Services (1 source: [abiggerbottomline.com](https://www.abiggerbottomline.com/post/assembly))
- 2025-11-10 · News: ASSEMBLY BIOSCIENCES, INC. Form 10-Q for the period ended September 30, 2025 (1 source: [sec.gov](https://www.sec.gov/Archives/edgar/data/1426800/000119312525274277/asmb-20250930.htm))
- 2025-09-30 · News: Assembly Debuts New Brand Identity and AI Assistant to Empower Professional Service Firms (2 sources: [finance.yahoo.com](https://finance.yahoo.com/news/assembly-debuts-brand-identity-ai-142600571.html), [businesswire.com](https://www.businesswire.com/news/home/20250930437243/en/Assembly-Debuts-New-Brand-Identity-and-AI-Assistant-to-Empower-Professional-Service-Firms))
- 2025-09-30 · Product: Assembly Rebrands and Launches AI Assistant for Professional Service Firms (2 sources: [linkedin.com](https://www.linkedin.com/posts/marlonmisra_todays-my-last-day-as-copilots-cofounder-activity-7378781368681668608-IYWJ), [technologyaiinsights.com](https://technologyaiinsights.com/assembly-rebrands-and-launches-ai-assistant-for-professional-service-firms/))

## Working on now

- AI-native operating system for tech-enabled professional-service firms, including accounting, consulting, marketing, law and other service businesses.
- Assembly 2.0 (March 2026) is focused on a more contextual AI CRM, client experience, billing/tasks and developer extensibility.
- AI app building is a major current push: the August 2026 Studio launch described 20+ remixable templates and reported 200+ apps built in private beta by AI-first service firms.
- Assembly is expanding its AI surface through the Assembly MCP, launched July 2026 for ChatGPT, Claude, Cursor and other tools to read and act on CRM, invoices, messages, tasks, forms and files.
- The company said its 2026 roadmap would prioritize a flexible/extensible client-portal platform, including scheduled recurring-task automations.

From: [Meet Assembly — the AI-powered platform for professional service firms](https://assembly.com/blog/copilot-rebrand-assembly), [Meet Assembly 2.0 | Modern Client Portal Software & AI CRM | Assembly](https://assembly.com/blog/introducing-assembly-2-0), [Introducing Assembly Studio | Assembly](https://assembly.com/blog/assembly-studio), [Assembly is now available in ChatGPT & Claude | Assembly](https://assembly.com/blog/assembly-mcp-claude-chatgpt), [Winter 2025 Releases | Assembly | Assembly](https://assembly.com/blog/winter-2025-edition)

## Summary

Assembly is an AI-powered platform designed for professional service firms, such as accounting, legal, consulting, and marketing agencies, to manage client relationships and operations [1][2]. It sells a unified system that replaces fragmented tools with a CRM, a branded client portal for messaging, payments, and contracts, and an AI app builder that generates production-grade apps from natural language descriptions [3][2][4]. Founded in 2020 by Marlon Misra and Neil Raina, the New York-based company previously operated as Portal and Copilot [1][2]. It raised $10 million in a Series A round led by YC Continuity and Lachy Groom [5][6]. Assembly serves over 1,000 businesses, including Capital One's luxury travel team, and competes with point solutions like Airtable or Trello, dedicated client experience platforms like Moxo and SuiteDash, and general-purpose AI app builders like Replit or Lovable [1][2][6]. Its latest major development was the full integration of its AI app builder into the core platform in August 2026 [2].

[1]: https://www.businesswire.com/news/home/20250930437243/en/Assembly-Debuts-New-Brand-Identity-and-AI-Assistant-to-Empower-Professional-Service-Firms "Assembly Debuts New Brand Identity and AI Assistant to Empower Professional Service Firms"
[2]: https://assembly.com/llm-info "assembly.com"
[3]: https://assembly.com/ "CRM, Client Portal & AI App Builder for Firms | Assembly"
[4]: https://www.capterra.com/p/214210/Assembly/ "Assembly Software Pricing, Alternatives & More 2026 | Capterra"
[5]: https://assembly.com/blog/introducing-assembly-1-0-and-announcing-our-series-a "Introducing Copilot 1.0 and Announcing our Series A | Assembly"
[6]: https://presentofai.com/spotlight/assembly.com "Assembly"
[7]: https://www.ycombinator.com/companies/assembly-com "Assembly: Create remarkable client experiences | Y Combinator"
[8]: https://linkedin.com/company/assemblycom "Assembly"

## Sources

- [Assembly's website](https://assembly.com)
- [Meet Assembly — the AI-powered platform for professional service firms](https://assembly.com/blog/copilot-rebrand-assembly)
- [Meet Assembly 2.0 | Modern Client Portal Software & AI CRM | Assembly](https://assembly.com/blog/introducing-assembly-2-0)
- [Introducing Assembly Studio | Assembly](https://assembly.com/blog/assembly-studio)
- [Assembly is now available in ChatGPT & Claude | Assembly](https://assembly.com/blog/assembly-mcp-claude-chatgpt)
- [Winter 2025 Releases | Assembly | Assembly](https://assembly.com/blog/winter-2025-edition)
- [Founder AMA - Ask us anything! - Announcements - Assembly Community](https://community.assembly.com/t/founder-ama-ask-us-anything/104)