Company Information

Get to know Copia Wealth Studios

Copia Wealth Studios is a part of Copia Capital Management, a discretionary fund manager authorised and regulated by the Financial Conduct Authority (FCA). The company's mission is to help financial advisers bring their clients' financial plans to life by providing a comprehensive suite of tools, technology, and support. They focus on a B2B model, enabling advisers to create, manage, and report on customised financial plans and investment portfolios, thereby enhancing the service they offer to their end-clients.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Copia Wealth Studios

United States

Founded in

01 Jan 2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.