Simplify Wealth.

About Copia Wealth Studios

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.

Location: Calgary and San Diego

Year Founded: 2021

Vertical: Wealthtech / Alternative Investing

Employees: 15 – 50

Website:  copiawealthstudios.com

Social Media:

Problem

Every year, investors spend countless hours and tens of thousands of dollars on managers. Some have full time staff, most use spreadsheets and others hire an army of outside managers.The problems for the wealth owners are particularly acute when the portfolio has alternative (or private) holdings, multiple managers and the next generation to consider. The current tools are all designed for the old “public” paradigm.

Ideal Customers

Businesses and Consumers (B2B2C)

Milestones

– Achieved early product validation;
– Beta customer growth of 2000% in 2020;
– Successful Friends and Family round of $1.8M
– Added world class advisors, including former CEO of the Citigroup Global Private Bank, Peter K. Scaturro as well as globally recognized growth and innovation expert, Rita McGrath.

Core Benefits

Our product saves investors time by consolidating all their assets into a single platform, reducing the need for Excel spreadsheets and multiple investor portals. It provides a holistic outlook of all their managers and allows them to benchmark said managers. It also includes several “insight and analysis” tools to gain a unique perspective on their portfolio. The ultimate goal is to humanize finance by offering a delightful user experience and making navigating the portfolio a joy.

  • Startup Pre-revenue 100% 100%
  • Startup Post-revenue $1 – $2M 0% 0%
  • Scaleup $2M – $10M 0% 0%
  • Scaleup $10M+ 0% 0%

Problem

Every year, investors spend countless hours and tens of thousands of dollars on managers. Some have full time staff, most use spreadsheets and others hire an army of outside managers.The problems for the wealth owners are particularly acute when the portfolio has alternative (or private) holdings, multiple managers and the next generation to consider. The current tools are all designed for the old “public” paradigm.

Core Benefits

Our product saves investors time by consolidating all their assets into a single platform, reducing the need for Excel spreadsheets and multiple investor portals. It provides a holistic outlook of all their managers and allows them to benchmark said managers. It also includes several “insight and analysis” tools to gain a unique perspective on their portfolio. The ultimate goal is to humanize finance by offering a delightful user experience and making navigating the portfolio a joy.

Ideal Customers

Businesses and Consumers (B2B2C)

Milestones

– Achieved early product validation;
– Beta customer growth of 2000% in 2020;
– Successful Friends and Family round of $1.8M
– Added world class advisors, including former CEO of the Citigroup Global Private Bank, Peter K. Scaturro as well as globally recognized growth and innovation expert, Rita McGrath.

  • Startup Pre-revenue 100% 100%
  • Startup Post-revenue $1 – $2M 0% 0%
  • Scaleup $2M – $10M 0% 0%
  • Scaleup $10M+ 0% 0%