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.
Product Owner
November 10, 2024
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.
📋 Description
• Looking for a Product Owner to tackle finance space transformation. • Join a team that values autonomy and real flow state time. • Help high net worth individuals manage investments on a financial intelligence platform. • Work on a product that tracks diverse assets including art and crypto. • Engage with a team of veterans in design and development of native iOS apps. • Cultivate a culture of safety, respect, and inclusion.
🎯 Requirements
• Worked on multi-discipline product teams. • Recognize communication is king. • Expected to communicate daily with the team. • Open to sharing ideas and contributing. • Valued strong opinions, weakly held. • Resilient & adaptable in building products.
🏖️ Benefits
• Competitive coverage for health, dental, vision, and life insurance in both the US and Canada. • Covers 75% of insurance in the US. • $400/year stipend for gym membership. • Reimbursement for annual subscription to meditation/mindfulness/wellness app. • Expense any (work-related) book. • Instant approval for courses under $250. • Support for workshops and conferences. • $1,000 office upgrade budget for new hires. • Flexible hours to accommodate personal schedules. • Annual onsite team event and team mingling opportunities.
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