Copia Wealth Studios
HQ Address
San Diego, CA, United States
Website Address
Business introduction
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™.
The Copia team has created global #1 applications, built Deloitte Fast 500 companies, won National Entrepreneur of the Year awards, launched successful challenger banks, and shipped software for hundreds of complex enterprises.
Copia Wealth Studios Solutions
Copia Wealth Studios
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™....
