Simplify Your Wealth

Copia is a financial intelligence platform that uses modern design and machine learning to bring all your investments (including Alternatives and Illiquid assets) into one elegant view.

A new kind of all-in-one wealth management platform.

View your portfolio in real-time, and become a better steward of your wealth. 

From alternatives like real estate and venture capital to cash and other liquids - Manage your Assets Under Intelligence™.

Product Lineup

Interested in early access?