Special Offer for 3i Members

Simplify Your Wealth

Copia is proud to offer 3i members exclusive benefits. Streamline your operations, create a deeper connection with your portfolio, and find joy in the journey with Copia as your compass. 

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31% Off Annual Access

Make more informed decisions about your allocations by putting your
Assets Under Intelligence™.

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Free K-1 Retrieval & Aggregation

Simplify tax season; use machine learning to collect and process your annual
K-1 documents.

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Unlimited Vault Storage

Centralize collaboration and reduce logins; store unlimited documents in your
encrypted vault.

“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.”
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Copia Shareholder
General Partner, VC Firm
Exclusive 3i Offer

Bring your assets into focus

Visualize your ownership structure and bring your allocations to life by organizing all your disparate allocations, trusts, assets, and their respective managers. 

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