Copia Wealth Studios

Copia is a Wealth Operating System that puts your Assets Under Intelligence™. Existing solutions are web-driven, with a weak (to none) mobile offering. Copia is a mobile first platform for the modern wealth owner, providing you the data you need, whenever you need it. Custom and tailored lenses provide the right detail for everyone: from the key decision makers, to those who just want to be kept in the loop.