Vendor
Copia
Copia offers a platform for wealth management that helps sophisticated investors, family offices, and wealth professionals manage assets by automating document processing and consolidating accounts.
STOCKHOLM, SE
Official websiteSector footprint
One company, every side of the market
WealthThis site
Copia
Copia offers a platform for wealth management that helps sophisticated investors, family offices, and wealth professionals manage assets by automating document processing and consolidating accounts.
Capability matrix
| Capability | Copia |
|---|---|
| Client Portal | ● |
Parent organization
Copia
Founded
2020
Scale
1 sector presence