Platform
Use Cases
Pricing
Contact

Book a Demo Login

Book a Demo Login

Book a Demo Login

Platform
Use Cases
Pricing
Contact

Schedule a Demo

Integrations & Connectors

Subscribe by email

About Copia

Simplifying wealth for the world’s most demanding stewards. Powering tens of billions in assets across over one hundred family offices and multiple top‑10 RIAs. We've ingested hundreds of thousands of documents, connected to thousands of institutional data feeds, and protect every byte with SOC 2‑audited, military‑grade security. Built by the team behind global #1 apps and Deloitte Fast 500 growth stories.

Read our Twitter feed Follow us on LinkedIn

Wealth Owners
UHNW Investors
Multi-Family Office
Entrepreneurs
New Family Office

Explore

Create an Account
Schedule a Demo
App Status

Security

Enterprise Security
Disclosure Policy
Submit Vulnerability
Acknowledgements
PGP Public Key

Copyright © 2025 Copia Wealth Studios, Inc.

Privacy Policy
Fulfilment Policy