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Copia Arms "New Money" Investors with Insights & Confidence

Empowering Self-Made Wealth Owners to Take Control of Their Portfolios

Did you know that 65% of ultra-high-net-worth individuals and families are self-made? These hardworking entrepreneurs, business drivers, and frontier craftspeople often lack a traditional wealth management background but are eager to level up their systems. They expect polished, consumer-grade technology to manage their wealth effectively. Copia is the answer for investors like Jonathan, providing insights, confidence, and tools to regain control of their portfolios.

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Patron Profile

Jonathan, a 40-year-old entrepreneur, recently experienced a $30M+ liquidity event. He’s married with two young daughters and part of the growing group of "new money" success stories. Jonathan is driven by a desire to impact the world, start new ventures, and set a strong financial foundation for his family.

Like many new money investors, Jonathan relied on spreadsheets to track his portfolio. While functional, these tools were prone to errors and lacked the efficiency and insights he needed. Despite exploring wealth tech solutions, Jonathan found that nothing on the market aligned with his needs. He often wondered why wealth tech couldn’t match the sleek user experience of consumer tech.


  • Needed a real-time solution to pull data and generate reports seamlessly.
  • Private equity was his most significant investment class, requiring detailed tracking and analysis.
  • As an avid art collector, Jonathan wanted his collection represented alongside other asset classes.
  • Struggled with portfolio management inefficiencies, resulting in wasted time and errors.
  • Sought a platform that could provide automated insights to make informed decisions.
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The Copia Journey

Jonathan’s journey with Copia exemplifies how quickly the platform can transform wealth management for new money investors. Within the first two weeks of onboarding, Copia delivered actionable solutions:

Integrated Art Collection Tracking

Copia uploaded Jonathan’s art collection, complete with high-resolution photos and the most recent valuations, enabling him to track it alongside his other assets.
Integrated Art Collection Tracking

Streamlined Document Ingestion

Two prominent early-stage VC managers were onboarded, significantly speeding up document processing and analysis.
Streamlined Document Ingestion

Error Identification and Insights

Copia uncovered reporting errors in Jonathan’s latest fund investments, revealing that he was being overcharged (2.2% instead of the agreed-upon 2%). This insight saved him both money and frustration.
Error Identification and Insights

Comprehensive Account Integration

Copia connected all of Jonathan’s primary bank and brokerage accounts, consolidating his financial data into one easy-to-access platform.
Comprehensive Account Integration
“I used to use Google Sheets. I spent so much time tweaking, but it was always out of sync with reality. Copia gives me a clean take. I love that my family can now get involved with our business; it just wasn’t possible before.”
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Jonathan K.

CEO

Success Metrics

Success is defined differently by every Patron. For Jonathan, success looks like:

Liquidity - Cash
Cleaning Up His Portfolio
Liquidated underperforming private equity assets after leveraging Copia’s deep portfolio analysis.
Art Gallery
Tracking His Art Collection
Confidently tracked his art collection alongside other alternative assets, ensuring comprehensive reporting.
Family Meeting
More Structured Family Meetings
Began hosting monthly family meetings, using Copia’s tools to transform these gatherings into structured, collaborative business discussions.

Discover What Success Looks Like For You 

Jonathan’s story highlights how Copia empowers self-made investors to move beyond spreadsheets and fragmented systems. For "new money" entrepreneurs navigating complex portfolios, Copia provides the clarity, control, and confidence needed to make impactful financial decisions. Whether it’s managing private equity, tracking alternative assets, or involving family in wealth discussions, Copia bridges the gap between consumer-grade technology and sophisticated wealth management tools.

Fine Print

Our Patrons come from a wide variety of backgrounds, experiences, and family configurations. Many experience similar challenges managing their wealth. We submit that our case studies are reflective of a typical user and their situation. Due to our patrons' highly confidential nature, we've chosen to fictionalize details about accounts, names, marriage status, and net worth.

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