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Welcome

TIGER 21 Members

We're on a mission to Simplify Wealth. We're looking for clients, investors, developers, and partners who share our vision of the future, and we'd love to hear from you. You'll find some helpful resources below.

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Copia Fact Sheet

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

Copia Fact Sheet

Flyover Video

Watch a short video about the company and our products.

Flyover Video

Book a Meeting

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. The number of accounts, portals and managers will all play a part in the final price. A large family office can expect a yearly cost of $37,500 at the high end.

We're offering special pricing for TIGER 21 members. Book a discovery session to learn more.

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?

Right now we're in private closed beta state. We will be launching to the public in Q2 2022, but space for onboarding will still be limited. The best way to get access is to join the wait list today. 

 
Who has access to my data?

On the Copia side, your concierge team will have access to your data, along with the developers advocate associated with your account. 

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

Are you still taking on investors?

Yes. Right now we are seeking investments for our "Series Poseidon" raise. 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).