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Copia Core

Coming Soon.

Launching March 2025 –  Upload key documents, track assets, and structure your portfolio—all in one place, all for free.

Register now to be among the first to get access to Copia Core.

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Get a quick overview to understand what Copia is all about.

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Explainer

Watch a short explainer video highlighting lenses and features.

Explainer

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Book an introductory meeting or get a product demo.

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Frequently Asked Questions

How do you handle privacy and security?

Encryption

All sensitive data is encrypted at rest and in transit using modern ciphers and encryption algorithms.
 
 

Access Management

Connecting to our internal systems requires the use of hardware-based multi-factor authentication (MFA). Access attempts get logged, and the logs get analyzed in real-time for intrusion detection.

 

Network Security

Our networks run in an isolated Virtual Private Cloud on Amazon Web Services (AWS). External services continuously monitor our infrastructure and applications for performance, errors, exceptions, and uptime. We receive notifications about issues in real-time.
 
 

Independent Testing

We conduct thorough penetration tests every year, along with performing monthly scans on our servers. Automated tests for known CVEs and OWASP run continuously on our code and infrastructure. In addition, we have an active bug bounty program.
 
 

Auditing/Logging

All activities are logged and analyzed in real-time to assist in intrusion detection. Activities related to accessing customer data or making infrastructure changes are part of a manual review. Only our top engineers have direct access to production servers and databases.
How does pricing work?

We are a SaaS (Software as a Service) business, and the annual subscription will vary depending on the complexity of the portfolio. Core accounts are Free forever.

Can I control and monitor who has access?

Absolutely. 

All activities are logged and analyzed in real-time to assist in intrusion detection. Activities related to accessing customer data or making infrastructure changes are part of a manual review. Only our top engineers have direct access to production servers and databases.
 
We also back up data continuously and save encrypted backups for 30 days. We store backups on highly durable storage outside of the region.
When are you launching?

Paid tiers are available already. Core Free accounts will be available in March 2025.

 
Who has access to my data?

Whoever you want to have access. This may include spouses, children, managers, or anyone else you prefer. You can control the level of access each individual user has and even invite Copia client success team if need be. Ultimately you control all access.

Are you still looking for investors?

Absolutely. If you are an allocator, connect with us for more information.

How does Copia compare to other solutions?

Copia is a new kind of all-in-one wealth management platform. 

Today’s solutions don’t solve for the wealth owner. 

They focus on the financial advisor's perspective, use legacy tech, charge by AUM, and don't provide a high fidelity view of alternative asset classes (if at all).