Copia Wealth Studios
Copia Wealth Studios is a mobile-first platform for the modern wealth owner, providing their customers with the data needed whenever they need it. Custom and tailored lenses provide the correct detail for everyone: from the key decision-makers to those who only need to be kept in the loop.
Whether the task is judging the impact of estate planning decisions, diving deep into specific assets and managers, or contemplating a new opportunity, Copia makes exploring your portfolio feel like second nature.
Copia is a Wealth Operating System that puts your Assets Under Intelligence™.
Have a question regarding Copia Wealth Studios?
Contact Copia Wealth Studios directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
Product
Get an overview of what this software does.
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
Whitelabel
- No
Type Of Software
- SaaS
Security
- All data is encrypted in transit and at rest.
- AWS cloud with ability to leverage the tools for encryption and key management. None of the 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.
- Tracking application performance and exceptions for awareness of any potential issues with our platform.
- AWS and 3rd party products to analyze the configuration and test the security to ensure that there aren’t any issues.
- Security configuration is based on well established patterns and has been globally battle tested.
Ecosystem
- AWS
- iOS
- Elixir
Mobile App
- Yes
Type of data
- Transaction level
Custodians
- 11.000+
Time to new custodian
- Weeks
Multi-currency
- Users can set multiple base currencies based on holding/position data
Cost structure
- Flat fee
Average cost p.a.
- $25k
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
- 11–50
Founded
- 2021
Ownership
- Owned by management
- Key staff also have ownership
- Clients are also owners
- External investors (neither clients nor staff)
Incorporated
- United States of America
Top markets
- Hong Kong
- Switzerland
- United Arab Emirates
- United Kingdom
- United States of America
Focus
- Individual wealth owners
Serves also
- Single-family offices
- Multi-family offices
- Independent financial advisors
- Registered investment advisors
- Fund managers
- Banks
Copia Wealth Studios Reviews
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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
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone
Dedicated contact
Dedicated concierge
Pricing of support
Free support
Onboarding
2–8 weeks
Customisation
The platform was developed much like an AppStore model.
Very easy to add custom reports, functionality and Copia Widgets.
Bespoke development
Yes
Added services
Data entry
Software Development
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FAQs
FAQs about Copia Wealth Studios
