
11 - 50 employees
💸 Finance
💳 Fintech
🏢 Enterprise
💰 Seed Round on 2021-06
Finance • Fintech • Enterprise
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.
Selected: 🇨🇦 Canada – Remote.
Selected: 🆕 Date Added.
🕒 June 30
Principal Concierge facilitating superior client service for Copia's wealth management platform. Engaging with ultra-high-net-worth clients and collaborating across teams in a fast-paced environment.
🕒 April 1
Intermediate Full Stack Developer at Copia Wealth Studios tackling radical finance transformation. Shape best practices and participate in innovative product development for high net worth investors.
🇨🇦 Canada – Remote
💰 Seed Round on 2021-06
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💻 Full-stack Engineer
👻 Ghost score 54%
🕒 April 1
Product Owner managing finance transformation at Copia Wealth Studios, a team of innovators creating financial intelligence platforms. Leading product development through collaboration and agile methodologies.
🇨🇦 Canada – Remote
💰 Seed Round on 2021-06
⏰ Full Time
🟡 Mid-level
🟠 Senior
✅ Product Manager
👻 Ghost score 54%