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Portfolio Management
United States of America

Copia is a financial intelligence platform that puts you and your family at the helm of their wealth.

What sets Coipa apart?

“Above all else, align with customers. Win when they win. Win only when they win.” Jeff Bezos

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 
  • Switzerland 
  • United Arab Emirates 
  • United Kingdom 
  • United States of America 

Facts about the clients


Individual Wealth Owners (UHNWIs)

Secondary focus
  • Single-Family Offices (SFOs) 
  • Multi-Family Offices (MFOs) 
  • Independent Financial Advisors(IFAs)/Registered Investment Advisors
  • (RIAs) Fund managers 
  • Banks

Request References

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.”

Chris Lee


Get an overview of what this software does.

The basics

Basics about the product

Main tasks
  • Consolidated Reporting 
  • Portfolio Management 
  • Data Aggregation 
  • Impact/ESG Reporting
Top features

Machine Learning/AI 1st approach to Insights and Ingestion.

Assets supported
  • 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.
  • AWS
  • iOS
  • Elixir
Mobile App


Reporting-specific features

They handle reporting like this

Type of data

Transaction level



Time to new custodian



Users can set multiple base currencies based on holding/position data

Pricing & Co

Learn about the commercials

Cost structure

Flat fee

Average cost p.a.

$25,000 per year

Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone, Dedicated contact, Dedicated concierge as well.

Pricing of support

Free support


2-8 weeks


The platform was developed much like an AppStore model. Very easy to add custom reports, functionality and Copia Widgets.

Bespoke development


Added services

Data entry, Software Development

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