Coming Early 2022

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Copia simplifies 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.

Best in class confidentiality and security.
One login to reduce time spent keeping documents and reporting up to date.
Get real insights into your assets, manager performance and fees.

Let's Connect

Copia is a new kind of all-in-one wealth management platform, designed for modern family offices and ultra high net worth investors.

Our platform was born as a candid response to our founders’ challenges managing their own family office. It uses modern design, machine learning, and world-class security/privacy to help investors see their investments more clearly.

Launching 2022. Connect with us and get early access.

Product Lineup