Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Facts about the company
- Owned by management
- Key staff also have ownership
- Clients are also owners
- External investors (neither clients nor staff)
United States of America
Top 5 Markets
- Hong Kong
- United Arab Emirates
- United Kingdom
- United States of America
Avg. AUM per client
Facts about the clients
Individual Wealth Owners (UHNWIs)
- Single-Family Offices (SFOs)
- Multi-Family Offices (MFOs)
- Independent Financial Advisors(IFAs)/Registered Investment Advisors
- (RIAs) Fund managers
Number of clients:
What clients say about Copia?
“Before Copia, I spent more time trying to piece together my wealth since my exit than I did running my company.”
Get an overview of what this software does.
Basics about the product
- Consolidated Reporting
- Portfolio Management
- Data Aggregation
- Impact/ESG Reporting
Machine Learning/AI 1st approach to Insights and Ingestion.
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- Venture Capital, Hedge Funds, Crypto Currency, Fixed Income & Bonds, Commodities & Natural Resources, Listed Equities & Bonds, Cash & Equivalents, Foreign Holdings.
Look under the hood
Type Of Software
- Copia leverages existing well established techniques and tools when we deal with client data. All data is encrypted. In transit and at rest.
- We use the AWS cloud and are able to leverage their tools for things like encryption and key management. None of our servers are accessible directly from the internet, we segregate them using VPCs and protect them using traffic analysis and firewall production provided by amazon and other vendors.
- Infrastructure and access logs are centralized, archived and searchable so that we can analyze historical events if needed.
- We also track application performance and exceptions so that we are aware of any potential issues with our platform.
- We use AWS and 3rd party products to analyze our configuration and test our security to ensure that there aren’t any issues.
- Our security configuration is based on well established patterns and has been globally battle tested.
They handle reporting like this
Type of data
Time to new custodian
Users can set multiple base currencies based on holding/position data
Pricing & Co
Learn about the commercials
Average cost p.a.
$25,000 per year
Support & Services
Learn what support and services you can expect
General contact mail or phone, Dedicated contact, Dedicated concierge as well.
Pricing of support
The platform was developed much like an AppStore model. Very easy to add custom reports, functionality and Copia Widgets.
Data entry, Software Development
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