Simplify Your Wealth
Copia is a financial intelligence platform that helps you visualize, analyze, and optimize all your investments from one elegant system.
Preserve, Grow, Validate
Whether managing your own portfolio, running a family office, or overseeing multiple clients, see your investments in a new light by putting your Assets Under Intelligence™. Embrace elegance and build a deeper understanding of your portfolio, make more informed decisions about future allocations, and feel confident in both investment and manager performance.
Preserve Your Wealth
Copia helps you preserve and grow your multi-generational legacy
Grow Your Portfolio
Copia empowers you to efficiently monitor and optimize your portfolio
Validate Your Decisions
Copia provides insights and tools for forward thinking decision-making
Copia is For Families
Accurately visualize your entire portfolio and benchmark asset performance - from one login. Bring all your assets together and make better decisions about your allocations. Include your family, educate next-gens, and get everyone read in.
Copia is for MFOs
Confidently collaborate with your clients by having everything you need at your fingertips. Report with confidence. Earn trust with powerful metrics and insights alongside a growing collection of lenses and modules.
Copia is for Institutions
Activate your team with the right tools to ensure they always deliver a superior client experience. Deliver exceptional experiences for your clients and partners. Strengthen relationships up and downstream with world-class tech.
Advanced Technology for Enhanced Decision-Making
Copia has been designed specifically for investors that have complex portfolios and many asset classes. Whether you're 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.
Put Your Assets Under Intelligence™
Your Portfolio, Faster
Map Your Legacy
Track Capital Calls
Smarter Wealth
Manager Collaboration
Automated Reporting
“When you spend decades in this industry, you know when you’ve found something special. What you guys are building is great; it’s going to revolutionize the space.”
Anonymous Investor
CEO of a VC Firm
WealthOS™ is the system of record for your assets.
View your portfolio in real-time, and become a better steward of your wealth.
From alternatives like real estate and venture capital to cash and other liquids - Manage your Assets Under Intelligence™.
