Simplify Your Wealth

Copia is a financial intelligence platform that brings all your investments (including Alternatives and Illiquid assets) into one elegant view.

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A new kind of all-in-one wealth management platform.

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

Interested in early access?