Copia Wealth Studios vs Private Wealth Systems

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Copia Wealth Studios

Category
Portfolio Management

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.

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Category

USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

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Company
Employees

  • 11–50

Revenue

-

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

Locations

-

Top markets

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

Total AUM

-

Avg. AUM per client

-

Client
Focus

  • Individual wealth owners

Serves also

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

Number

-

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

Compliance

-

Whitelabel

  • No

Technology
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

Integrations

-

Mobile App

  • Yes