About Copia
Copia is a company based in San Diego (United States) founded in 2021. It operates as a SaaS (Software-as-a-Service). The company has 2 employees as of December 31, 2021. Copia has completed 1 acquisition, including Kinship. Copia offers products and services including WealthOS™ and Alternative Investment Software. Copia operates in a competitive market with competitors including Perfios, Personal Capital, Micruity, Gorila and Carefull, among others.
- Headquarter San Diego, United States
- Employees 2 as on 31 Dec, 2021
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Sectors
Technology
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Email
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Phone
*********
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Website
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Social
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- Legal Name Copia Wealth Studios, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
2
as on Dec 31, 2021
- Investments & Acquisitions
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Products & Services of Copia
Copia offers a comprehensive portfolio of products and services, including WealthOS™ and Alternative Investment Software. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Wealth management platform for real-time portfolio tracking.
Tool for managing complex alternative investment portfolios.
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Funding Insights of Copia
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Copia
Copia has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Kinship. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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A multiple-task management platform is provided by Kinship.
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2019 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Copia
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Copia Comparisons
Competitors of Copia
Copia operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Perfios, Personal Capital, Micruity, Gorila and Carefull, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provides financial technology solutions for data analysis and verification globally.
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| domain | founded_year | HQ Location |
Wealth data for individuals is aggregated and monitored.
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| domain | founded_year | HQ Location |
Pension management solutions are provided for deferred annuities and plans.
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| domain | founded_year | HQ Location |
Investment consolidation technology is provided for financial professionals.
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| domain | founded_year | HQ Location |
Expenses and credit card transactions are monitored for individuals online.
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| domain | founded_year | HQ Location |
Cryptocurrency portfolios are tracked via the Delta mobile app.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Copia
Frequently Asked Questions about Copia
When was Copia founded?
Copia was founded in 2021.
Where is Copia located?
Copia is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Who is the current CEO of Copia?
Michael J Sikorsky is the current CEO of Copia.
How many employees does Copia have?
As of Dec 31, 2021, the latest employee count at Copia is 2.
What does Copia do?
Wealth management software is developed by Copia for sophisticated investors, family offices, multi-family offices, and institutions. Solutions are offered to simplify portfolio management, automate reporting, and enhance decision-making through AI-powered tools. Assets Under Intelligence is utilized to provide deeper portfolio insights across various asset classes, including real estate and venture capital. Services are extended to preserve and grow multi-generational wealth while ensuring security with SOC 2-audited, military-grade encryption. The platform is tailored for collaboration with advisors and benchmarking investment performance.
Who are the top competitors of Copia?
Copia's top competitors include Perfios, Personal Capital and Micruity.
What products or services does Copia offer?
Copia offers WealthOS™ and Alternative Investment Software.
How many acquisitions has Copia made?
Copia has made 1 acquisition, including Kinship.