Company

Copia Wealth Studios

Financial Services United States 22 employees

Employees: 22
Contacts: 3
Emails: 3
Phones: 3

www.copiawealthstudios.com LinkedIn Crunchbase

Copia Wealth Studios Overview

Headquarters: United States
Website: www.copiawealthstudios.com
Industry: Financial Services
Employees: 22
Founded: 2021
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Investment Management Performance Reporting CRM Document Management Investment Data/Analytics Specialized Planning AI/ML Workflow Support

About Copia Wealth Studios

Copia’s WealthOS gives wealth owners & managers the ability to analyze, track and engage with all their assets. Copia seamlessly aggregates investment data from disparate systems, portals and documents into a single, unified view and leverages AI to validate data and provide valuable insights for better decision making. Whether managing your own portfolio, running a family office, or overseeing multiple clients, see your investments in a new light by putting your Assets Under Intelligence™. Embrace elegance and build a deeper understanding of your portfolio, make more informed decisions about future allocations, and feel confident in both investment and manager performance.

Copia Wealth Studios Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 3; 75.0% coverage

Copia Wealth Studios Org Chart

Sample employees and titles

Name	Title	Location	Contact
Phillip Wheaton	Simplifying Wealth @ Copia	Calgary, Alberta, Canada	Email Phone
Craig Rushforth	Lead Ios Developer at Copia Wealth Studios	Airdrie, Alberta, Canada	Email Phone
Michael J. Sikorsky	CEO of Copia Wealth Studios, Emeritus CEO of Robots & Pencils	San Diego County, California, United States	Email Phone
Mark M.	Co-founder and CTO		View