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.

Founded in

United States