Remote Jobs at Copia Wealth Studios

Copia Wealth Studios

Copia Wealth Studios is a financial intelligence platform designed to help individuals, families, family offices, institutions, and RIAs visualize, analyze, and optimize their investments. By offering specialized planning documents, operations solutions, and sophisticated performance reporting, Copia aims to simplify wealth management for its users. The platform offers tools such as automated reporting, alternative investment software, AI-powered document ingestion, and advanced portfolio visualization to enhance decision-making. Copia is tailored for investors with complex portfolios, offering a comprehensive view that includes real estate, venture capital, and liquid assets, allowing users to grow, preserve, and validate their wealth with confidence. This innovative software is designed for seamless collaboration with clients, enabling them to make informed decisions and manage their assets effectively under their proprietary system, 'Assets Under Intelligence.