Copia Wealth Studios

Copia Wealth Studios is a financial intelligence platform founded in 2021 and headquartered in Carlsbad, California. It uses artificial intelligence to help sophisticated investors, family offices and wealth managers aggregate, visualise, analyse and optimise their investment portfolios from a single system. The company's platform pulls data from disparate systems, portals and documents into one interface, a capability it describes as putting assets “Under Intelligence”.

The platform powers tens of billions of dollars in assets across more than 100 family offices, and serves multiple top-10 registered investment advisers. In operational terms, the company reports having ingested hundreds of thousands of documents and connected thousands of institutional data feeds. Its technical work spans artificial intelligence, financial data aggregation, data ingestion and integration, document processing, portfolio analytics, data visualisation and cybersecurity.

Engineering work sits alongside a stated emphasis on elegant design and user experience, and a focus on innovation in wealth management technology. Security is treated as a core concern: the company is SOC 2-audited and describes its data protection as military-grade. Its founding team is credited with building global number-one apps and Deloitte Fast 500 growth stories.

Copia Wealth Studios operates in the wealth management, family office, multi-family office, RIA and institutional investing segments.