Greenlock vs Copia Wealth Studios

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Greenlock logo

Greenlock

Category
Consolidated Reporting

The financial intermediaries thrive on opacity — beneficiaries almost never see the true cost of inefficiency. Hidden fees, suboptimal strategies, and conflicts of interest are not exceptions but widespread practices, whether due to oversight or intent. We implement a comprehensive audit system, using proprietary fee benchmarks on 100+ private wealth datapoints, enabling the recovery of lost capital due to inefficiency and delivering a 10–30x return on the cost of our services.

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clearmacro logo

ClearMacro

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
Employees

  • 0-10

Founded

  • 2022

Locations

  • Zurich

Top 5 Markets

  • Switzerland,
  • France,
  • United Kingdom,
  • United States of America,
  • Luxembourg

Ownership

  • Owned by management


  • 11-50


  • <$50 million


  • 2014


  • External investors
  • Key staff also have ownership
  • Clients are also owners


  • United Kingdom


  • London


  • United Kingdom
  • Japan
  • Singapore
  • United States of America
  • Canada


Client firms have AUM >$300 billion


-

Client
Focus

  • Multi-family offices

Secondary focus

  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices


  • Fund managers


  • Individual wealth owners
  • Single family offices
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Fund managers
  • Banks
  • Pensions
  • Endowments
  • Foundations
  • Funds of funds


  • 3 Pension Funds
  • 2 Hedge funds
  • 2 Wealth Management firms
  • 2 FOs
  • Note: ClearMacro re-commercialised in 2023 after completing a 2-year infrastructure upgrade in agreement with an anchor investor.

Product
Main Tasks

  • Data Aggregation,
  • Consolidated Reporting,
  • Portfolio & Cost Analysis,
  • Risk Management

Top features

  • Custom Reports,
  • Digital Excellence,
  • Full Multi-Currency Support,
  • Ability to Whitelabel,
  • Transparency,
  • Visionary Purpose,
  • Proven Agility,
  • Custom Development Service

Assets supported

  • Alternatives,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Commercial,
  • Commodities,
  • Cryptocurrency,
  • Digital Assets & Crypto Currency,
  • Equities,
  • Fixed Income,
  • Foreign Exchange,
  • Hedge Funds,
  • Insurance,
  • Private Debt,
  • Private Equity,
  • Private Equity & Direct Investments,
  • Private Equity Funds,
  • REITS,
  • Real Estate,
  • Venture Capital,
  • Other

Whitelabel

  • Yes


  • Risk management
  • Data aggregation
  • Portfolio management
  • Investment technology
  • Performance and decision-making audit trails
  • Consulting on investment processes
  • Introductions to investment solutions providers.


  • Portfolio construction idea generation & optimisation
  • Performance testing
  • Tactical view build and reconciliation to strategic asset allocation
  • Investment strategy communication tools and audit
  • Visionary purpose
  • Transparency
  • Ability to white label
  • Full multi-currency support


  • Cash & Equivalents
  • Equities
  • Developed Markets
  • Fixed Income


  • GDPR


  • Yes

Technology
Type Of Software

  • Serviced software,
  • SAAS

Integrations

  • Greenlock is a cloud-based solution, no extra integration is needed.

Mobile App

  • No


SAAS


-


  • APIs allowing quant-capable clients to directly integrate the platform into their own processes available
  • SAML based SSO is available for larger deployments


Yes