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. 

Copia Product Lineup

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.

Private
Secure
Permissionable

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.  

Customizable
Compliant
Encrypted

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. 

White Glove
Enterprise Level
Auditable
Copia Gives You

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™


“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.”
quotes-investor
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™.

Product Lineup

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