Your wealth deserves the full picture.
MS Wealth Management accounts here, real estate ventures there, a dash of private equity on the side—sound familiar? If your assets are playing hard to get across various institutions, it's time to bring them together.
We don't just aggregate; we orchestrate. Our platform seamlessly unites your investments from all institutions—including Morgan Stanley—into one harmonious dashboard.
Venture capital, real estate, private equity, private credit—these aren't just line items; they're the strokes that complete your family story.
Venture Capital: Track emerging ventures alongside established holdings.
Real Estate: Monitor property values as effortlessly as stock prices.
Private Equity & Credit: See how these assets fit into your overall strategy without juggling spreadsheets.
Morgan Stanley wealth management offers a piece of the puzzle. We hand you the entire picture.
Ultra-high-net-worth investors, family offices, multi-family offices—we built Copia for you.
Your wealth doesn't live in silos. Why should your management tools?