Copia Wealth Studios

📍 SlackHQ, United States🗓 Founded 2021👥 28 employees💰 Last funded Jun 2023
Financial Services🌐 copiawealthstudios.com
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Copia’s WealthOS gives wealth owners & managers the ability to analyze, track and engage with all their assets. Copia seamlessly aggregates investment data from disparate systems, portals and documents into a single, unified view and leverages AI to validate data and provide valuable insights for better decision making. Whether managing your own portfolio, running a family office, or overseeing multiple clients, see your investments in a new light by putting your Assets Under Intelligence™. Embrace elegance and build a deeper understanding of your portfolio, make more informed decisions about future allocations, and feel confident in both investment and manager performance.
2
Total investors
2
Early stage
0
Mid stage
0
Late stage
2021
Founded

Investors

2 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
United States
2
Frequently asked questions
Who invested in Copia Wealth Studios?
Copia Wealth Studios has 2 investors on record on gritt.io, including 2 early-stage backers.
When did Copia Wealth Studios last raise funding?
The most recent investment in Copia Wealth Studios recorded on gritt.io was in June 2023.
When was Copia Wealth Studios founded?
Copia Wealth Studios was founded in 2021.
What industry is Copia Wealth Studios in?
Copia Wealth Studios operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is Copia Wealth Studios based?
Copia Wealth Studios is headquartered in SlackHQ, United States.