eVestment vs Copia Wealth Studios

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evestment

eVestment

Category
Data Aggregation

eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive data through robust, user-friendly products, with an unparalleled commitment to client service.

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copia

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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Company
History

eVestment was founded in 2000 by Heath Wilson, Jim Minnick and Matt Crisp and is based in Atlanta with offices in New York, London, Sydney and Hong Kong and regional sales offices in Boston, Seattle, Raleigh, Chicago and Toronto.

About the owners and the team

With its headquarters in Atlanta, Georgia (USA), eVestment is run by a large team of over 5000 employees, with Jim Minnick as CEO of the company.

Employees

  • 14c

Revenue

  • 14d

Founded

  • 14e

Ownership

  • 14l

Incorporated

  • 14i

Locations

-

Top 5 Markets

  • 14k

Total AUM

-

Avg. AUM per client

-


  • 11–50


-


  • 2021


  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
  • External investors (neither clients nor staff)


  • United States of America


-


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


-


-

Client
Focus

-

Secondary focus

-

Number of clients:

-


  • Individual wealth owners


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


-

Product
Main tasks

  • 15b

Top features

  • 15d

Assets supported

  • 15h

Compliance

  • 21

Whitelabel

18a


  • 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


-


  • No

Technology
Type Of Software

  • 15a

Security

  • 19a

Ecosystem

  • 19b

Integrations

  • 19c

Mobile App

  • 19d


  • SaaS


  • 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.


  • AWS
  • iOS
  • Elixir


-


  • Yes