How can Copia deliver Wealth so much cheaper than legacy platforms?

Lean engineering, modern multi‑tenant architecture and AI baked in from day one slash infra and DevOps overhead.

Do you charge based on assets under management (AUM)?

No. All plans are flat‑fee because software value shouldn’t scale with market performance.

Schedule a Demo

Explore Your Assets Under Intelligence®

Ready for a personalized demo? Having a burning question? Sick of wealth management applications missing the mark?

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

Case Studies

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

Privacy Policy
Fulfilment Policy