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™.

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

Category

Portfolio Management

Country

United States of America

Visit website

Get in touch with Copia Wealth Studios

michael sikorsky copia

Michael J. Sikorsky

Founder

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 5 Markets

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

Focus

  • Individual wealth owners

Secondary focus

  • Single-family offices
  • Multi-family offices
  • Independent financial advisors
  • Registered investment advisors
  • Fund managers
  • Banks

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

We also reviewed some other Portfolio Management Providers

Quantilia

Consolidated Reporting

France

Venn by Two Sigma

Portfolio Management

United States of America

Sharpfin

Consolidated Reporting

Sweden

Canoe

Consolidated Reporting

United States of America

Simple solutions for complex times.