Related Products
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About
Copia Wealth Studios is a mobileβfirst wealth operating system that brings together AIβpowered document ingestion, portfolio aggregation, specialized planning, and operations automation into a unified platform for sophisticated investors, family offices, multiβfamily offices, institutions, and registered investment advisors. It integrates data from portals, accounts, and documents for a realβtime, comprehensive view, enabling users to preserve wealth, optimize portfolios, validate decisions, visualize entity and trust structures, forecast capital calls, and streamline workflows. Copiaβs suite includes intelligent document processing (extracting data from Kβ1s, capitalβcall notices, distribution statements, etc.), entityβmap visualization, manager performance benchmarking, automated monthly and adβhoc reporting, naturalβlanguage document querying, biometric 2FA, and whiteβglove security practices using encryption.
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About
Ormax AI is an AI-native system of record for private wealth: every account, nine asset classes, multiple currencies, and an honest time-weighted return. It brings brokerage accounts (via Plaid), crypto wallets and exchanges, bank and broker statements (AI import of PDF, Excel and CSV) and manually held assets into one portfolio across entities, currencies and asset classes, and reports time-weighted and money-weighted return, benchmark comparison, allocation, concentration, cash flow and fees. Multi-entity structures (trusts, LLCs, several portfolios) are supported. Alternative to Kubera, Sharesight, Capitally, Exirio and getquin for investors who need performance, not just net worth. Built by a CFA charterholder and former hedge-fund CIO. Ormax provides portfolio tracking and analytics; it does not provide personalized investment advice.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Individuals, family offices, and their advisory teams searching for a tool to visualize, analyze, and manage complex multiβasset portfolios and wealth structures
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Audience
Self-directed private investors, HNW individuals and family offices holding assets across several brokers, banks and crypto
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$895 per month
Free Version
Free Trial
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Pricing
$25/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCopia
Founded: 2021
United States
copiawealthstudios.com
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Company InformationOrmax AI
Founded: 2025
United States
ormax.ai
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Alternatives |
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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