Landytech vs Copia Wealth Studios
You are looking for alternatives to Landytech. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

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.
Read moreCompany
Employees
- 101 -150
Revenue
–
Founded
- 2018
Ownership
- Owned by management
- External investors
Incorporated
- United Kingdom
Locations
- London
- Paris
Top markets
- United Kingdom
- France
- Switzerland
- Channel Islands (Jersey, Guernsey)
- Germany
Total AUM
- $100 billion
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
- Single-family offices
Serves also
- Multi-family offices
- Fund managers
Number
- 70+
- Individual wealth owners
- Single-family offices
- Multi-family offices
- Independent financial advisors
- Registered investment advisors
- Fund managers
- Banks
-
Product
Main Tasks
- Accounting
- Bookkeeping
- Cash Flow Management
- Data Consolidation
- Private Asset Reporting
- Look-through Ownership Structures
- Document Management
- Portfolio Analysis
Top features
- Ability to whitelabel
- Custom reports
- Full multi-Currency support
Assets supported
- Bankable or financial assets & funds
- Foreign exchange
- Lifestyle assets & rare collectibles
- Private equity & direct investments
- Real Estate
Compliance
–
Whitelabel
- Yes
- 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
- SAAS
- Serviced software
Security
–
Ecosystem
–
Integrations
- Reporting systems
- Ledger systems
- Administrative systems
- ERP
- Portfolio management systems
Mobile App
- No
- 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