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Copia is now available.

Your Assets Under Intelligence™

Copia is a wealth management platform to help you and your family make informed decisions about your wealth. It was designed for investors that have complex portfolios across many asset classes.

 

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Copia Overview

The wealth management platform of the future.

Copia Overview

Video Tour

Announcing a new way to manage your wealth.

Video Tour

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Get a demo to find out if Copia is right for you and your family.

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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 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 and perform 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. Accessing customer data or making infrastructure changes is 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 cost is $7,500 per year. Early customers will retain this price forever. The price for non-early clients will increase over time as new lenses and features become available.

Can I control and monitor who has access?

Absolutely. 

All activities are logged and analyzed in real-time to assist in intrusion detection. Accessing customer data or making infrastructure changes is 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.

How will the platform evolve over time?

We have a deep backlog of functionality coming to the platform over time. New lenses including planning and contemplation, new metrics, more customization, deeper user access control and richer insights. 

 
Who has access to my data?

On the Copia side, your client service team will access your data, and the developer's advocate will be associated with your account. 

On the Patron side, it is whoever you decide. You can also control the level of access each individual user has. This may include spouses, children, managers, or anyone else you'd like to have access. 

Are you still looking for investors?

Yes. Right now we are seeking investment to expand our onboarding capacity and scale beyond the early access program. If you are an allocator, connect with us for more information.

How do you 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).