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🕒 April 1

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Copia Wealth Studios

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Tackle the radical transformation underway in the finance space. • Build robust features within cross-functional teams. • Shape best practices, challenge product assumptions, and ship world-class software. • Collaborate daily with the team, express concerns, and collaborate on problems. • Participate in a distributed workforce and an annual Defrag onsite event.

🎯 Requirements

• Solid programming skills or desire to learn Elixir. • A track record of bringing shipping energy. • Excellent problem-solving skills. • Interest or experience in GraphQL. • Interest or experience in the finance space. • Experience in the AWS suite, bonus points for Textract experience. • Solid back-end development chops. • Worked on multi-discipline product teams before, either on the enterprise or consumer side. • Recognize communication is king. • Open to sharing ideas and contributing to others. • Resilient & adaptable. • Knowledge of Continuous Integration / Deployment. • Fluency in Git flows. • Experience working within agile environments.

🏖️ Benefits

• Health insurance. • Provide competitive coverage for health, dental, vision, and life insurance in both the US and Canada. • Cover 75% of insurance in the US. • Mental and physical health matters, which is why each employee is entitled to a $400/year stipend for gym/club/fitness-related membership. • Reimbursement for an annual subscription to a meditation/mindfulness/wellness app. • Learning matters, which is why you can expense any (work-related) book you want. • Any course under $250 is usually instant approval. • Workshop and conferences are handled on a case-by-case basis. However, philosophically we'll do whatever we can to fuel your passion. • Flexible hours.