Copia Wealth Studios is a financial intelligence platform that provides wealth management services using modern design and machine learning.
Business Model:
Revenue: $0
Employees: 11-50
Address:
City: San Diego
State: California
Zip:
Country: United States
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.
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Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 7/2021 | Seed Round | 1 | - |
Longley Capital Longley Capital |
7/2021 | Seed Round | 1 | - |
Longley Capital Longley Capital |
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