Copia Wealth Studios
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.
Product Owner
Job not on LinkedIn
🕒 April 1
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Copia Wealth Studios
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. • Shape best practices, challenge product assumptions, and ship world-class software. • Communicate daily with the team, express concerns, and collaborate on problems.
🎯 Requirements
• 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 team thoughts. • Resilient & adaptable to messy product building. • Demonstrated track record of driving product development through each step in product development: research, initial concept, requirements gathering, development/deployment planning, implementation, launch, testing, analysis, and iteration
🏖️ Benefits
• Flexible hours • Health insurance • $1,000 office upgrade budget • $400/year stipend for gym/club/fitness-related membership • Reimbursement for meditation/mindfulness/wellness app • Expense any (work-related) book you want • Workshop and conferences approvals
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